BDHIX vs. VOOG
Compare and contrast key facts about BlackRock Dynamic High Income Portfolio (BDHIX) and Vanguard S&P 500 Growth ETF (VOOG).
BDHIX is managed by BlackRock. It was launched on Nov 2, 2014. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Apr 5, 2019.
Performance
BDHIX vs. VOOG - Performance Comparison
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BDHIX vs. VOOG - 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% |
VOOG Vanguard S&P 500 Growth ETF | -6.97% | 22.11% | 35.89% | 29.96% | -29.48% | 31.95% | 33.35% | 30.93% | -0.21% | 27.19% |
Returns By Period
In the year-to-date period, BDHIX achieves a -2.07% return, which is significantly higher than VOOG's -6.97% return. Over the past 10 years, BDHIX has underperformed VOOG with an annualized return of 6.27%, while VOOG has yielded a comparatively higher 15.86% 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%
VOOG
- 1D
- 1.30%
- 1M
- -4.28%
- YTD
- -6.97%
- 6M
- -5.29%
- 1Y
- 23.21%
- 3Y*
- 22.32%
- 5Y*
- 12.46%
- 10Y*
- 15.86%
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BDHIX vs. VOOG - Expense Ratio Comparison
BDHIX has a 0.65% expense ratio, which is higher than VOOG's 0.07% expense ratio.
Return for Risk
BDHIX vs. VOOG — Risk / Return Rank
BDHIX
VOOG
BDHIX vs. VOOG - 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 Growth ETF (VOOG). 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 | VOOG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.05 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.62 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.76 | -0.28 |
Martin ratioReturn relative to average drawdown | 6.28 | 6.81 | -0.53 |
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 | VOOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.05 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.59 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.77 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.84 | -0.25 |
Correlation
The correlation between BDHIX and VOOG is 0.76, 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. VOOG - Dividend Comparison
BDHIX's dividend yield for the trailing twelve months is around 7.30%, more than VOOG's 0.53% 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% |
VOOG Vanguard S&P 500 Growth ETF | 0.53% | 0.49% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% |
Drawdowns
BDHIX vs. VOOG - Drawdown Comparison
The maximum BDHIX drawdown since its inception was -29.13%, smaller than the maximum VOOG drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for BDHIX and VOOG.
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Drawdown Indicators
| BDHIX | VOOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.13% | -32.73% | +3.60% |
Max Drawdown (1Y)Largest decline over 1 year | -7.14% | -13.71% | +6.57% |
Max Drawdown (5Y)Largest decline over 5 years | -23.55% | -32.73% | +9.18% |
Max Drawdown (10Y)Largest decline over 10 years | -29.13% | -32.73% | +3.60% |
Current DrawdownCurrent decline from peak | -4.83% | -9.07% | +4.24% |
Average DrawdownAverage peak-to-trough decline | -4.84% | -5.01% | +0.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.68% | 3.54% | -1.86% |
Volatility
BDHIX vs. VOOG - Volatility Comparison
The current volatility for BlackRock Dynamic High Income Portfolio (BDHIX) is 3.40%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 7.28%. This indicates that BDHIX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BDHIX | VOOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.40% | 7.28% | -3.88% |
Volatility (6M)Calculated over the trailing 6-month period | 5.25% | 12.68% | -7.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.03% | 22.28% | -13.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.84% | 21.16% | -12.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.12% | 20.65% | -11.53% |