BCPC vs. VTI

Last updated Jun 19, 2026

BCPC (Balchem Corporation) is a stock, while VTI (Vanguard Total Stock Market ETF) is Large Cap Blend Equities fund tracking the CRSP US Total Market Index. Over the past 10 years, BCPC returned 11.38%/yr vs 15.07%/yr for VTI. At a 0.48 correlation, their price movements are largely independent.

Performance

BCPC vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Balchem Corporation (BCPC) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BCPC achieves a 8.19% return, which is significantly lower than VTI's 10.70% return. Over the past 10 years, BCPC has underperformed VTI with an annualized return of 11.38%, while VTI has yielded a comparatively higher 15.07% annualized return.

BCPC

• 1D: 0.94%
• 1M: 4.21%
• YTD: 8.19%
• 6M: 5.18%
• 1Y: 4.49%
• 3Y*: 7.38%
• 5Y*: 5.65%
• 10Y*: 11.38%

VTI

• 1D: 1.16%
• 1M: 2.76%
• YTD: 10.70%
• 6M: 11.69%
• 1Y: 27.29%
• 3Y*: 20.67%
• 5Y*: 12.86%
• 10Y*: 15.07%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BCPC vs. VTI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BCPC Balchem Corporation	8.19%	-5.33%	10.15%	22.80%	-27.15%	46.90%	13.96%	30.38%	-2.19%	-3.46%
VTI Vanguard Total Stock Market ETF	10.70%	17.10%	23.81%	26.05%	-19.52%	25.68%	21.08%	30.67%	-5.23%	21.21%

Correlation

The correlation between BCPC and VTI is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.21
Correlation (3Y) Calculated over the trailing 3-year period	0.44
Correlation (5Y) Calculated over the trailing 5-year period	0.52
Correlation (10Y) Calculated over the trailing 10-year period	0.52
Correlation (All Time) Calculated using the full available price history since May 31, 2001	0.48

Over the past year, the correlation between BCPC and VTI has dropped to 0.21 - well below their long-term average of 0.48, suggesting their price drivers have been diverging.

Return for Risk

BCPC vs. VTI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BCPC

BCPC Risk / Return Rank: 46
BCPC Sharpe Ratio Rank: 50
BCPC Sortino Ratio Rank: 42
BCPC Omega Ratio Rank: 41
BCPC Calmar Ratio Rank: 49
BCPC Martin Ratio Rank: 49

VTI

VTI Risk / Return Rank: 71
VTI Sharpe Ratio Rank: 73
VTI Sortino Ratio Rank: 69
VTI Omega Ratio Rank: 71
VTI Calmar Ratio Rank: 66
VTI Martin Ratio Rank: 77

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BCPC vs. VTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Balchem Corporation (BCPC) and Vanguard Total Stock Market ETF (VTI). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BCPC	VTI	Difference
Sharpe ratio: Return per unit of total volatility	0.21	2.15	-1.94
Sortino ratio: Return per unit of downside risk	0.46	2.91	-2.45
Omega ratio: Gain probability vs. loss probability	1.06	1.39	-0.33
Calmar ratio: Return relative to maximum drawdown	0.30	3.07	-2.77
Martin ratio: Return relative to average drawdown	0.62	13.75	-13.13

BCPC vs. VTI - Sharpe Ratio Comparison

The current BCPC Sharpe Ratio is 0.21, which is lower than the VTI Sharpe Ratio of 2.15. The chart below compares the historical Sharpe Ratios of BCPC and VTI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BCPC vs. VTI - Drawdown Comparison

The maximum BCPC drawdown since its inception was -85.26%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for BCPC and VTI.

Drawdown Indicators

	BCPC	VTI	Difference
Max Drawdown Largest peak-to-trough decline	-85.26%	-55.45%	-29.81%
Max Drawdown (1Y) Largest decline over 1 year	-15.03%	-8.92%	-6.11%
Max Drawdown (3Y) Largest decline over 3 years	-23.10%	-19.30%	-3.80%
Max Drawdown (5Y) Largest decline over 5 years	-33.89%	-25.36%	-8.53%
Max Drawdown (10Y) Largest decline over 10 years	-36.72%	-35.00%	-1.72%
Current Drawdown Current decline from peak	-9.46%	-1.17%	-8.29%
Average Drawdown Average peak-to-trough decline	-22.45%	-8.01%	-14.44%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.29%	1.99%	+5.30%

Volatility

BCPC vs. VTI - Volatility Comparison

Balchem Corporation (BCPC) and Vanguard Total Stock Market ETF (VTI) have volatilities of 4.77% and 4.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BCPC	VTI	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.77%	4.84%	-0.07%
Volatility (6M) Calculated over the trailing 6-month period	15.66%	10.03%	+5.63%
Volatility (1Y) Calculated over the trailing 1-year period	21.26%	12.74%	+8.52%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.11%	17.50%	+6.61%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.79%	18.35%	+8.44%

Dividends

BCPC vs. VTI - Dividend Comparison

BCPC's dividend yield for the trailing twelve months is around 0.58%, less than VTI's 1.02% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BCPC Balchem Corporation	0.58%	0.63%	0.53%	0.80%	0.58%	0.38%	0.50%	0.51%	0.60%	0.52%	0.45%	0.56%
VTI Vanguard Total Stock Market ETF	1.02%	1.12%	1.27%	1.44%	1.66%	1.21%	1.42%	1.78%	2.04%	1.71%	1.92%	1.98%

Frequently Asked Questions

Can I hold both BCPC and VTI in my portfolio?

BCPC and VTI have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BCPC or VTI?

VTI has higher volatility (4.84%) compared to BCPC (4.77%). In terms of maximum drawdown, BCPC dropped -85.26% vs VTI's -55.45%.

Which has better risk-adjusted returns?

VTI currently has the higher Sharpe Ratio (2.15 vs 0.21), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.