BFRAX vs. VOO
Compare and contrast key facts about BlackRock Floating Rate Income Fund (BFRAX) and Vanguard S&P 500 ETF (VOO).
BFRAX is managed by BlackRock. It was launched on Nov 2, 1989. 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: BFRAX or VOO.
Correlation
The correlation between BFRAX and VOO is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BFRAX vs. VOO - Performance Comparison
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Key characteristics
BFRAX:
1.98
VOO:
0.70
BFRAX:
3.46
VOO:
1.15
BFRAX:
1.70
VOO:
1.17
BFRAX:
2.16
VOO:
0.76
BFRAX:
10.70
VOO:
2.93
BFRAX:
0.56%
VOO:
4.86%
BFRAX:
2.99%
VOO:
19.43%
BFRAX:
-20.61%
VOO:
-33.99%
BFRAX:
0.00%
VOO:
-4.59%
Returns By Period
In the year-to-date period, BFRAX achieves a 1.06% return, which is significantly higher than VOO's -0.19% return. Over the past 10 years, BFRAX has underperformed VOO with an annualized return of 4.30%, while VOO has yielded a comparatively higher 12.67% annualized return.
BFRAX
1.06%
2.71%
2.17%
5.88%
6.96%
4.30%
VOO
-0.19%
9.25%
-1.98%
13.44%
17.53%
12.67%
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BFRAX vs. VOO - Expense Ratio Comparison
BFRAX has a 0.90% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BFRAX vs. VOO — Risk-Adjusted Performance Rank
BFRAX
VOO
BFRAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Floating Rate Income Fund (BFRAX) 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
BFRAX vs. VOO - Dividend Comparison
BFRAX's dividend yield for the trailing twelve months is around 7.42%, more than VOO's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFRAX BlackRock Floating Rate Income Fund | 7.42% | 7.98% | 8.26% | 4.85% | 3.15% | 3.73% | 4.63% | 4.52% | 3.79% | 3.91% | 4.02% | 4.17% |
VOO Vanguard S&P 500 ETF | 1.30% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BFRAX vs. VOO - Drawdown Comparison
The maximum BFRAX drawdown since its inception was -20.61%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BFRAX and VOO. For additional features, visit the drawdowns tool.
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Volatility
BFRAX vs. VOO - Volatility Comparison
The current volatility for BlackRock Floating Rate Income Fund (BFRAX) is 0.79%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.36%. This indicates that BFRAX 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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