BCX vs. VT
Compare and contrast key facts about Blackrock Resources & Commodities Strategy Trust (BCX) and Vanguard Total World Stock ETF (VT).
BCX is managed by Blackrock. It was launched on Mar 30, 2011. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCX or VT.
Correlation
The correlation between BCX and VT is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BCX vs. VT - Performance Comparison
Key characteristics
BCX:
1.18
VT:
1.47
BCX:
1.66
VT:
2.02
BCX:
1.20
VT:
1.27
BCX:
0.96
VT:
2.17
BCX:
5.08
VT:
8.63
BCX:
3.56%
VT:
2.05%
BCX:
15.26%
VT:
12.04%
BCX:
-62.25%
VT:
-50.27%
BCX:
-3.41%
VT:
-1.66%
Returns By Period
In the year-to-date period, BCX achieves a 9.16% return, which is significantly higher than VT's 3.77% return. Over the past 10 years, BCX has underperformed VT with an annualized return of 6.51%, while VT has yielded a comparatively higher 9.27% annualized return.
BCX
9.16%
0.55%
3.27%
16.42%
10.82%
6.51%
VT
3.77%
0.55%
4.99%
15.76%
10.56%
9.27%
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BCX vs. VT - Expense Ratio Comparison
BCX has a 1.10% expense ratio, which is higher than VT's 0.07% expense ratio.
Risk-Adjusted Performance
BCX vs. VT — Risk-Adjusted Performance Rank
BCX
VT
BCX vs. VT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock Resources & Commodities Strategy Trust (BCX) and Vanguard Total World Stock ETF (VT). 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
BCX vs. VT - Dividend Comparison
BCX's dividend yield for the trailing twelve months is around 7.39%, more than VT's 1.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCX Blackrock Resources & Commodities Strategy Trust | 7.39% | 7.52% | 7.03% | 5.53% | 5.13% | 7.13% | 7.73% | 8.84% | 6.24% | 7.04% | 11.45% | 9.52% |
VT Vanguard Total World Stock ETF | 1.88% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% |
Drawdowns
BCX vs. VT - Drawdown Comparison
The maximum BCX drawdown since its inception was -62.25%, which is greater than VT's maximum drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for BCX and VT. For additional features, visit the drawdowns tool.
Volatility
BCX vs. VT - Volatility Comparison
Blackrock Resources & Commodities Strategy Trust (BCX) has a higher volatility of 4.09% compared to Vanguard Total World Stock ETF (VT) at 3.18%. This indicates that BCX's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.