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.
Performance
BACAX vs. VV - Performance Comparison
Returns By Period
In the year-to-date period, BACAX achieves a 10.76% return, which is significantly lower than VV's 24.75% return. Over the past 10 years, BACAX has underperformed VV with an annualized return of 1.97%, while VV has yielded a comparatively higher 13.06% annualized return.
BACAX
10.76%
1.97%
-1.47%
9.79%
11.37%
1.97%
VV
24.75%
0.77%
11.56%
32.39%
15.28%
13.06%
Key characteristics
| BACAX | VV | |
|---|---|---|
| Sharpe Ratio | 0.62 | 2.61 |
| Sortino Ratio | 0.92 | 3.48 |
| Omega Ratio | 1.11 | 1.48 |
| Calmar Ratio | 0.25 | 3.77 |
| Martin Ratio | 2.08 | 17.09 |
| Ulcer Index | 4.82% | 1.90% |
| Daily Std Dev | 16.08% | 12.47% |
| Max Drawdown | -82.42% | -54.81% |
| Current Drawdown | -31.25% | -2.19% |
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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.
Correlation
The correlation between BACAX and VV is 0.61, 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.
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 2.29%, more than VV's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BACAX BlackRock Energy Opportunities Fund | 2.29% | 3.06% | 2.20% | 2.39% | 3.39% | 2.69% | 2.88% | 2.48% | 1.95% | 1.98% | 1.22% | 0.42% |
VV Vanguard Large-Cap ETF | 1.26% | 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 -82.42%, 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
The current volatility for BlackRock Energy Opportunities Fund (BACAX) is 3.19%, while Vanguard Large-Cap ETF (VV) has a volatility of 4.15%. This indicates that BACAX experiences smaller price fluctuations and is considered to be less risky than VV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.