BACAX vs. VXUS
Compare and contrast key facts about BlackRock Energy Opportunities Fund (BACAX) and Vanguard Total International Stock ETF (VXUS).
BACAX is managed by BlackRock. It was launched on Feb 16, 2005. VXUS is a passively managed fund by Vanguard that tracks the performance of the MSCI All Country World ex USA Investable Market Index. It was launched on Jan 26, 2011.
Performance
BACAX vs. VXUS - Performance Comparison
Loading graphics...
BACAX vs. VXUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BACAX BlackRock Energy Opportunities Fund | 36.30% | 10.53% | 3.78% | 2.61% | 43.02% | 42.93% | -29.68% | 12.64% | -19.98% | 2.07% |
VXUS Vanguard Total International Stock ETF | 2.32% | 32.35% | 5.08% | 15.86% | -16.08% | 8.98% | 10.66% | 21.75% | -14.43% | 27.46% |
Returns By Period
In the year-to-date period, BACAX achieves a 36.30% return, which is significantly higher than VXUS's 2.32% return. Over the past 10 years, BACAX has outperformed VXUS with an annualized return of 10.09%, while VXUS has yielded a comparatively lower 8.91% annualized return.
BACAX
- 1D
- -0.47%
- 1M
- 10.34%
- YTD
- 36.30%
- 6M
- 38.98%
- 1Y
- 38.84%
- 3Y*
- 18.44%
- 5Y*
- 22.41%
- 10Y*
- 10.09%
VXUS
- 1D
- 3.32%
- 1M
- -7.90%
- YTD
- 2.32%
- 6M
- 7.01%
- 1Y
- 28.12%
- 3Y*
- 15.50%
- 5Y*
- 7.32%
- 10Y*
- 8.91%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BACAX vs. VXUS - Expense Ratio Comparison
BACAX has a 1.32% expense ratio, which is higher than VXUS's 0.05% expense ratio.
Return for Risk
BACAX vs. VXUS — Risk / Return Rank
BACAX
VXUS
BACAX vs. VXUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Energy Opportunities Fund (BACAX) and Vanguard Total International Stock ETF (VXUS). 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.
| BACAX | VXUS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.87 | 1.64 | +0.22 |
Sortino ratioReturn per unit of downside risk | 2.25 | 2.26 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.34 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.19 | 2.42 | -0.23 |
Martin ratioReturn relative to average drawdown | 7.29 | 9.37 | -2.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BACAX | VXUS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.87 | 1.64 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | 0.47 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.52 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.35 | -0.16 |
Correlation
The correlation between BACAX and VXUS 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.
Dividends
BACAX vs. VXUS - Dividend Comparison
BACAX's dividend yield for the trailing twelve months is around 1.81%, less than VXUS's 2.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BACAX BlackRock Energy Opportunities Fund | 1.81% | 2.47% | 2.29% | 3.06% | 2.21% | 2.39% | 3.38% | 2.69% | 2.87% | 2.48% | 1.95% | 1.98% |
VXUS Vanguard Total International Stock ETF | 2.97% | 3.18% | 3.37% | 3.24% | 3.09% | 3.10% | 2.14% | 3.06% | 3.18% | 2.73% | 2.93% | 2.83% |
Drawdowns
BACAX vs. VXUS - Drawdown Comparison
The maximum BACAX drawdown since its inception was -78.88%, which is greater than VXUS's maximum drawdown of -35.97%. Use the drawdown chart below to compare losses from any high point for BACAX and VXUS.
Loading graphics...
Drawdown Indicators
| BACAX | VXUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.88% | -35.97% | -42.91% |
Max Drawdown (1Y)Largest decline over 1 year | -17.54% | -11.27% | -6.27% |
Max Drawdown (5Y)Largest decline over 5 years | -25.74% | -29.44% | +3.70% |
Max Drawdown (10Y)Largest decline over 10 years | -65.92% | -35.97% | -29.95% |
Current DrawdownCurrent decline from peak | -0.47% | -8.33% | +7.86% |
Average DrawdownAverage peak-to-trough decline | -34.52% | -8.29% | -26.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.26% | 2.91% | +2.35% |
Volatility
BACAX vs. VXUS - Volatility Comparison
The current volatility for BlackRock Energy Opportunities Fund (BACAX) is 4.30%, while Vanguard Total International Stock ETF (VXUS) has a volatility of 8.31%. This indicates that BACAX experiences smaller price fluctuations and is considered to be less risky than VXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BACAX | VXUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 8.31% | -4.01% |
Volatility (6M)Calculated over the trailing 6-month period | 11.58% | 11.50% | +0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.60% | 17.19% | +4.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.63% | 15.82% | +7.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.18% | 17.09% | +10.09% |