BFMCX vs. SPY
Compare and contrast key facts about BlackRock Core Bond Portfolio (BFMCX) and SPDR S&P 500 ETF (SPY).
BFMCX is managed by Blackrock. It was launched on Dec 9, 1992. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFMCX or SPY.
Correlation
The correlation between BFMCX and SPY is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BFMCX vs. SPY - Performance Comparison
Key characteristics
BFMCX:
0.71
SPY:
1.97
BFMCX:
1.05
SPY:
2.64
BFMCX:
1.12
SPY:
1.36
BFMCX:
0.23
SPY:
2.97
BFMCX:
1.69
SPY:
12.34
BFMCX:
2.23%
SPY:
2.03%
BFMCX:
5.34%
SPY:
12.68%
BFMCX:
-22.25%
SPY:
-55.19%
BFMCX:
-12.21%
SPY:
-0.01%
Returns By Period
In the year-to-date period, BFMCX achieves a 0.62% return, which is significantly lower than SPY's 4.03% return. Over the past 10 years, BFMCX has underperformed SPY with an annualized return of 0.91%, while SPY has yielded a comparatively higher 13.22% annualized return.
BFMCX
0.62%
0.99%
-1.28%
3.38%
-1.41%
0.91%
SPY
4.03%
2.85%
10.70%
23.01%
14.30%
13.22%
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BFMCX vs. SPY - Expense Ratio Comparison
BFMCX has a 0.44% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
BFMCX vs. SPY — Risk-Adjusted Performance Rank
BFMCX
SPY
BFMCX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Core Bond Portfolio (BFMCX) and SPDR S&P 500 ETF (SPY). 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
BFMCX vs. SPY - Dividend Comparison
BFMCX's dividend yield for the trailing twelve months is around 3.84%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFMCX BlackRock Core Bond Portfolio | 3.84% | 4.21% | 3.64% | 2.47% | 1.61% | 1.99% | 2.85% | 2.84% | 2.69% | 2.43% | 2.42% | 2.98% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BFMCX vs. SPY - Drawdown Comparison
The maximum BFMCX drawdown since its inception was -22.25%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BFMCX and SPY. For additional features, visit the drawdowns tool.
Volatility
BFMCX vs. SPY - Volatility Comparison
The current volatility for BlackRock Core Bond Portfolio (BFMCX) is 1.38%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.15%. This indicates that BFMCX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.