BDHIX vs. VOO
Compare and contrast key facts about BlackRock Dynamic High Income Portfolio (BDHIX) and Vanguard S&P 500 ETF (VOO).
BDHIX is managed by BlackRock. It was launched on Nov 2, 2014. 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.
Performance
BDHIX vs. VOO - Performance Comparison
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BDHIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BDHIX BlackRock Dynamic High Income Portfolio | -2.07% | 12.27% | 10.76% | 13.87% | -18.20% | 10.44% | 4.52% | 20.05% | -6.91% | 14.53% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, BDHIX achieves a -2.07% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, BDHIX has underperformed VOO with an annualized return of 6.27%, while VOO has yielded a comparatively higher 14.14% annualized return.
BDHIX
- 1D
- 1.40%
- 1M
- -4.30%
- YTD
- -2.07%
- 6M
- -0.11%
- 1Y
- 9.43%
- 3Y*
- 10.06%
- 5Y*
- 4.00%
- 10Y*
- 6.27%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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BDHIX vs. VOO - Expense Ratio Comparison
BDHIX has a 0.65% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
BDHIX vs. VOO — Risk / Return Rank
BDHIX
VOO
BDHIX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Dynamic High Income Portfolio (BDHIX) 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.
| BDHIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.01 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.53 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.55 | -0.08 |
Martin ratioReturn relative to average drawdown | 6.28 | 7.31 | -1.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BDHIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.01 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.71 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.79 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.83 | -0.25 |
Correlation
The correlation between BDHIX and VOO is 0.83, 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.
Dividends
BDHIX vs. VOO - Dividend Comparison
BDHIX's dividend yield for the trailing twelve months is around 7.30%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDHIX BlackRock Dynamic High Income Portfolio | 7.30% | 7.54% | 7.62% | 5.96% | 5.17% | 6.58% | 5.20% | 5.68% | 7.40% | 6.14% | 6.33% | 7.19% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
BDHIX vs. VOO - Drawdown Comparison
The maximum BDHIX drawdown since its inception was -29.13%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BDHIX and VOO.
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Drawdown Indicators
| BDHIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.13% | -33.99% | +4.86% |
Max Drawdown (1Y)Largest decline over 1 year | -7.14% | -11.98% | +4.84% |
Max Drawdown (5Y)Largest decline over 5 years | -23.55% | -24.52% | +0.97% |
Max Drawdown (10Y)Largest decline over 10 years | -29.13% | -33.99% | +4.86% |
Current DrawdownCurrent decline from peak | -4.83% | -5.55% | +0.72% |
Average DrawdownAverage peak-to-trough decline | -4.84% | -3.72% | -1.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.68% | 2.55% | -0.87% |
Volatility
BDHIX vs. VOO - Volatility Comparison
The current volatility for BlackRock Dynamic High Income Portfolio (BDHIX) is 3.40%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that BDHIX 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.
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Volatility by Period
| BDHIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.40% | 5.34% | -1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 5.25% | 9.47% | -4.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.03% | 18.11% | -9.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.84% | 16.82% | -7.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.12% | 17.99% | -8.87% |