BAICX vs. VOO
Compare and contrast key facts about BlackRock Multi-Asset Income Portfolio (BAICX) and Vanguard S&P 500 ETF (VOO).
BAICX is managed by Blackrock. It was launched on Apr 7, 2008. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAICX or VOO.
Correlation
The correlation between BAICX and VOO is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BAICX vs. VOO - Performance Comparison
Loading data...
Key characteristics
BAICX:
1.20
VOO:
0.67
BAICX:
1.85
VOO:
1.19
BAICX:
1.26
VOO:
1.17
BAICX:
1.43
VOO:
0.80
BAICX:
5.83
VOO:
3.05
BAICX:
1.40%
VOO:
4.88%
BAICX:
6.33%
VOO:
19.40%
BAICX:
-33.29%
VOO:
-33.99%
BAICX:
0.00%
VOO:
-3.38%
Returns By Period
In the year-to-date period, BAICX achieves a 3.40% return, which is significantly higher than VOO's 1.08% return. Over the past 10 years, BAICX has underperformed VOO with an annualized return of 3.91%, while VOO has yielded a comparatively higher 12.77% annualized return.
BAICX
3.40%
3.76%
2.86%
7.52%
5.60%
3.91%
VOO
1.08%
9.85%
0.15%
12.97%
17.43%
12.77%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BAICX vs. VOO - Expense Ratio Comparison
BAICX has a 0.81% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BAICX vs. VOO — Risk-Adjusted Performance Rank
BAICX
VOO
BAICX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Multi-Asset Income Portfolio (BAICX) and Vanguard S&P 500 ETF (VOO). 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.
Loading data...
Dividends
BAICX vs. VOO - Dividend Comparison
BAICX's dividend yield for the trailing twelve months is around 5.73%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAICX BlackRock Multi-Asset Income Portfolio | 5.73% | 5.83% | 5.46% | 4.88% | 3.97% | 4.07% | 4.69% | 5.27% | 4.32% | 4.42% | 5.10% | 5.02% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BAICX vs. VOO - Drawdown Comparison
The maximum BAICX drawdown since its inception was -33.29%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BAICX and VOO. For additional features, visit the drawdowns tool.
Loading data...
Volatility
BAICX vs. VOO - Volatility Comparison
The current volatility for BlackRock Multi-Asset Income Portfolio (BAICX) is 1.72%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.16%. This indicates that BAICX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...