BACAX vs. VV
Compare and contrast key facts about BlackRock Energy Opportunities Fund (BACAX) and Vanguard Large-Cap ETF (VV).
BACAX is managed by Blackrock. It was launched on Feb 16, 2005. VV is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Index. It was launched on Jan 27, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BACAX or VV.
Key characteristics
| BACAX | VV | |
|---|---|---|
| YTD Return | 12.41% | 11.81% |
| 1Y Return | 22.12% | 28.92% |
| 3Y Return (Ann) | 22.19% | 9.82% |
| 5Y Return (Ann) | 10.47% | 14.93% |
| 10Y Return (Ann) | 1.11% | 12.94% |
| Sharpe Ratio | 1.32 | 2.58 |
| Daily Std Dev | 17.11% | 11.72% |
| Max Drawdown | -78.86% | -54.81% |
| Current Drawdown | -16.08% | 0.00% |
Correlation
The correlation between BACAX and VV is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BACAX vs. VV - Performance Comparison
The year-to-date returns for both stocks are quite close, with BACAX having a 12.41% return and VV slightly lower at 11.81%. Over the past 10 years, BACAX has underperformed VV with an annualized return of 1.11%, while VV has yielded a comparatively higher 12.94% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BACAX vs. VV - Expense Ratio Comparison
BACAX has a 1.32% expense ratio, which is higher than VV's 0.04% expense ratio.
Risk-Adjusted Performance
BACAX vs. VV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Energy Opportunities Fund (BACAX) and Vanguard Large-Cap ETF (VV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BACAX vs. VV - Dividend Comparison
BACAX's dividend yield for the trailing twelve months is around 2.72%, more than VV's 1.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BACAX BlackRock Energy Opportunities Fund | 2.72% | 3.06% | 2.21% | 2.39% | 3.38% | 2.69% | 2.87% | 2.48% | 1.95% | 1.98% | 1.22% | 0.42% |
VV Vanguard Large-Cap ETF | 1.31% | 1.41% | 1.66% | 1.19% | 1.46% | 1.81% | 2.09% | 1.75% | 1.98% | 1.96% | 1.77% | 1.75% |
Drawdowns
BACAX vs. VV - Drawdown Comparison
The maximum BACAX drawdown since its inception was -78.86%, which is greater than VV's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for BACAX and VV. For additional features, visit the drawdowns tool.
Volatility
BACAX vs. VV - Volatility Comparison
BlackRock Energy Opportunities Fund (BACAX) has a higher volatility of 4.26% compared to Vanguard Large-Cap ETF (VV) at 3.49%. This indicates that BACAX's price experiences larger fluctuations and is considered to be riskier than VV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.