Correlation
The correlation between BDHIX and VOO is 0.84, 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.
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDHIX or VOO.
Performance
BDHIX vs. VOO - Performance Comparison
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Key characteristics
BDHIX:
1.10
VOO:
0.74
BDHIX:
1.46
VOO:
1.04
BDHIX:
1.22
VOO:
1.15
BDHIX:
1.01
VOO:
0.68
BDHIX:
4.30
VOO:
2.58
BDHIX:
2.21%
VOO:
4.93%
BDHIX:
9.28%
VOO:
19.54%
BDHIX:
-29.13%
VOO:
-33.99%
BDHIX:
-0.76%
VOO:
-3.55%
Returns By Period
In the year-to-date period, BDHIX achieves a 2.59% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, BDHIX has underperformed VOO with an annualized return of 4.97%, while VOO has yielded a comparatively higher 12.81% annualized return.
BDHIX
2.59%
2.37%
-0.01%
10.14%
6.84%
6.62%
4.97%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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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.
Risk-Adjusted Performance
BDHIX vs. VOO — Risk-Adjusted Performance Rank
BDHIX
VOO
BDHIX vs. VOO - Risk-Adjusted Performance 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.
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Dividends
BDHIX vs. VOO - Dividend Comparison
BDHIX's dividend yield for the trailing twelve months is around 7.68%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDHIX BlackRock Dynamic High Income Portfolio | 7.68% | 7.60% | 6.48% | 6.23% | 6.92% | 5.20% | 5.66% | 7.39% | 6.16% | 6.34% | 7.21% | 0.76% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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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Volatility
BDHIX vs. VOO - Volatility Comparison
The current volatility for BlackRock Dynamic High Income Portfolio (BDHIX) is 2.03%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. 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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