BATAX vs. VCSH
Compare and contrast key facts about BlackRock Allocation Target Shares Series A Portfolio (BATAX) and Vanguard Short-Term Corporate Bond ETF (VCSH).
BATAX is managed by Blackrock. It was launched on Sep 21, 2015. VCSH is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. 1-5 Year Corporate Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BATAX or VCSH.
Correlation
The correlation between BATAX and VCSH is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BATAX vs. VCSH - Performance Comparison
Key characteristics
BATAX:
3.28
VCSH:
3.02
BATAX:
7.29
VCSH:
4.62
BATAX:
2.09
VCSH:
1.65
BATAX:
6.49
VCSH:
5.70
BATAX:
25.90
VCSH:
16.06
BATAX:
0.29%
VCSH:
0.46%
BATAX:
2.29%
VCSH:
2.44%
BATAX:
-17.42%
VCSH:
-12.86%
BATAX:
-0.52%
VCSH:
-0.35%
Returns By Period
In the year-to-date period, BATAX achieves a 1.58% return, which is significantly lower than VCSH's 2.21% return.
BATAX
1.58%
-0.42%
2.54%
7.14%
4.99%
N/A
VCSH
2.21%
0.09%
2.89%
6.52%
2.20%
2.47%
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BATAX vs. VCSH - Expense Ratio Comparison
BATAX has a 0.00% expense ratio, which is lower than VCSH's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
BATAX vs. VCSH — Risk-Adjusted Performance Rank
BATAX
VCSH
BATAX vs. VCSH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Allocation Target Shares Series A Portfolio (BATAX) and Vanguard Short-Term Corporate Bond ETF (VCSH). 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
BATAX vs. VCSH - Dividend Comparison
BATAX's dividend yield for the trailing twelve months is around 5.82%, more than VCSH's 4.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BATAX BlackRock Allocation Target Shares Series A Portfolio | 5.82% | 6.44% | 5.82% | 3.90% | 2.63% | 3.48% | 4.78% | 5.25% | 4.66% | 6.64% | 1.48% | 0.00% |
VCSH Vanguard Short-Term Corporate Bond ETF | 4.12% | 3.96% | 3.09% | 2.01% | 1.81% | 2.27% | 2.87% | 2.65% | 2.25% | 2.10% | 2.08% | 2.01% |
Drawdowns
BATAX vs. VCSH - Drawdown Comparison
The maximum BATAX drawdown since its inception was -17.42%, which is greater than VCSH's maximum drawdown of -12.86%. Use the drawdown chart below to compare losses from any high point for BATAX and VCSH. For additional features, visit the drawdowns tool.
Volatility
BATAX vs. VCSH - Volatility Comparison
The current volatility for BlackRock Allocation Target Shares Series A Portfolio (BATAX) is 0.64%, while Vanguard Short-Term Corporate Bond ETF (VCSH) has a volatility of 1.39%. This indicates that BATAX experiences smaller price fluctuations and is considered to be less risky than VCSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.