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.
Performance
BAICX vs. VOO - Performance Comparison
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BAICX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAICX BlackRock Multi-Asset Income Portfolio | -1.72% | 11.53% | 7.19% | 9.24% | -12.42% | 6.61% | 6.34% | 13.61% | -3.78% | 8.79% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, BAICX achieves a -1.72% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, BAICX has underperformed VOO with an annualized return of 4.85%, while VOO has yielded a comparatively higher 14.14% annualized return.
BAICX
- 1D
- 0.19%
- 1M
- -4.81%
- YTD
- -1.72%
- 6M
- -0.05%
- 1Y
- 7.51%
- 3Y*
- 7.55%
- 5Y*
- 3.29%
- 10Y*
- 4.85%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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BAICX vs. VOO - Expense Ratio Comparison
BAICX has a 0.81% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
BAICX vs. VOO — Risk / Return Rank
BAICX
VOO
BAICX vs. VOO - Risk-Adjusted Trends 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.
| BAICX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 1.01 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.53 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 1.55 | +0.06 |
Martin ratioReturn relative to average drawdown | 6.38 | 7.31 | -0.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BAICX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 1.01 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.71 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.79 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.83 | -0.17 |
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.
Dividends
BAICX vs. VOO - Dividend Comparison
BAICX's dividend yield for the trailing twelve months is around 5.98%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAICX BlackRock Multi-Asset Income Portfolio | 5.98% | 6.26% | 5.85% | 4.20% | 4.21% | 4.90% | 4.07% | 4.69% | 5.28% | 4.60% | 4.71% | 5.34% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
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.
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Drawdown Indicators
| BAICX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.29% | -33.99% | +0.70% |
Max Drawdown (1Y)Largest decline over 1 year | -5.00% | -11.98% | +6.98% |
Max Drawdown (5Y)Largest decline over 5 years | -17.64% | -24.52% | +6.88% |
Max Drawdown (10Y)Largest decline over 10 years | -19.76% | -33.99% | +14.23% |
Current DrawdownCurrent decline from peak | -4.81% | -5.55% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -3.77% | -3.72% | -0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.26% | 2.55% | -1.29% |
Volatility
BAICX vs. VOO - Volatility Comparison
The current volatility for BlackRock Multi-Asset Income Portfolio (BAICX) is 2.26%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. 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.
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Volatility by Period
| BAICX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.26% | 5.34% | -3.08% |
Volatility (6M)Calculated over the trailing 6-month period | 3.69% | 9.47% | -5.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.19% | 18.11% | -11.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.16% | 16.82% | -10.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.99% | 17.99% | -12.00% |