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
Key characteristics
BAICX:
2.13
VOO:
1.88
BAICX:
3.13
VOO:
2.53
BAICX:
1.42
VOO:
1.35
BAICX:
2.57
VOO:
2.81
BAICX:
10.37
VOO:
11.78
BAICX:
1.00%
VOO:
2.02%
BAICX:
4.85%
VOO:
12.67%
BAICX:
-33.29%
VOO:
-33.99%
BAICX:
0.00%
VOO:
0.00%
Returns By Period
In the year-to-date period, BAICX achieves a 2.61% return, which is significantly lower than VOO's 4.61% return. Over the past 10 years, BAICX has underperformed VOO with an annualized return of 3.93%, while VOO has yielded a comparatively higher 13.30% annualized return.
BAICX
2.61%
1.80%
3.05%
10.23%
3.57%
3.93%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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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.
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.
Dividends
BAICX vs. VOO - Dividend Comparison
BAICX's dividend yield for the trailing twelve months is around 5.67%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAICX BlackRock Multi-Asset Income Portfolio | 5.67% | 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 | 1.19% | 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.
Volatility
BAICX vs. VOO - Volatility Comparison
The current volatility for BlackRock Multi-Asset Income Portfolio (BAICX) is 1.19%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.01%. 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.