BDHIX vs. IVZ
Compare and contrast key facts about BlackRock Dynamic High Income Portfolio (BDHIX) and Invesco Ltd. (IVZ).
BDHIX is managed by Blackrock. It was launched on Nov 2, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDHIX or IVZ.
Correlation
The correlation between BDHIX and IVZ 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
BDHIX vs. IVZ - Performance Comparison
Key characteristics
BDHIX:
1.49
IVZ:
-0.04
BDHIX:
2.06
IVZ:
0.15
BDHIX:
1.29
IVZ:
1.02
BDHIX:
1.14
IVZ:
-0.02
BDHIX:
7.52
IVZ:
-0.15
BDHIX:
1.25%
IVZ:
7.58%
BDHIX:
6.34%
IVZ:
29.93%
BDHIX:
-29.13%
IVZ:
-83.87%
BDHIX:
-4.03%
IVZ:
-39.37%
Returns By Period
In the year-to-date period, BDHIX achieves a -0.46% return, which is significantly higher than IVZ's -5.15% return. Over the past 10 years, BDHIX has outperformed IVZ with an annualized return of 4.83%, while IVZ has yielded a comparatively lower -3.39% annualized return.
BDHIX
-0.46%
-2.83%
1.43%
9.42%
2.95%
4.83%
IVZ
-5.15%
-8.09%
3.04%
0.89%
2.64%
-3.39%
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Risk-Adjusted Performance
BDHIX vs. IVZ — Risk-Adjusted Performance Rank
BDHIX
IVZ
BDHIX vs. IVZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Dynamic High Income Portfolio (BDHIX) and Invesco Ltd. (IVZ). 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
BDHIX vs. IVZ - Dividend Comparison
BDHIX's dividend yield for the trailing twelve months is around 6.66%, more than IVZ's 4.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDHIX BlackRock Dynamic High Income Portfolio | 6.66% | 6.63% | 6.40% | 6.23% | 4.92% | 5.20% | 5.66% | 7.39% | 5.92% | 6.15% | 6.87% | 0.65% |
IVZ Invesco Ltd. | 4.92% | 4.66% | 4.42% | 4.08% | 2.89% | 4.45% | 6.84% | 7.11% | 3.15% | 3.66% | 3.17% | 2.47% |
Drawdowns
BDHIX vs. IVZ - Drawdown Comparison
The maximum BDHIX drawdown since its inception was -29.13%, smaller than the maximum IVZ drawdown of -83.87%. Use the drawdown chart below to compare losses from any high point for BDHIX and IVZ. For additional features, visit the drawdowns tool.
Volatility
BDHIX vs. IVZ - Volatility Comparison
The current volatility for BlackRock Dynamic High Income Portfolio (BDHIX) is 2.51%, while Invesco Ltd. (IVZ) has a volatility of 8.95%. This indicates that BDHIX experiences smaller price fluctuations and is considered to be less risky than IVZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.