BHK vs. VOO
Compare and contrast key facts about BlackRock Core Bond Trust (BHK) and Vanguard S&P 500 ETF (VOO).
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: BHK or VOO.
|5Y Return (Ann)||1.98%||11.00%|
|10Y Return (Ann)||3.13%||11.83%|
|Daily Std Dev||19.25%||21.12%|
The correlation between BHK and VOO is 0.11, 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.
BHK vs. VOO - Performance Comparison
In the year-to-date period, BHK achieves a 2.16% return, which is significantly lower than VOO's 10.28% return. Over the past 10 years, BHK has underperformed VOO with an annualized return of 3.13%, while VOO has yielded a comparatively higher 11.83% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
BHK vs. VOO - Dividend Comparison
BHK's dividend yield for the trailing twelve months is around 11.64%, more than VOO's 1.93% yield.
|BlackRock Core Bond Trust||11.64%||8.18%||7.09%||5.97%||6.62%||8.41%||7.77%||9.22%||11.05%||13.61%||12.49%||11.72%|
|Vanguard S&P 500 ETF||1.93%||1.70%||1.27%||1.60%||1.99%||2.22%||1.95%||2.25%||2.40%||2.16%||2.18%||2.64%|
BHK vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Core Bond Trust (BHK) 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.
|Sharpe ratio||Sortino ratio||Omega ratio||Calmar ratio||Ulcer Index|
|BlackRock Core Bond Trust||-0.22|
|Vanguard S&P 500 ETF||0.36|
BHK vs. VOO - Drawdown Comparison
The maximum BHK drawdown for the period was -33.77%, lower than the maximum VOO drawdown of -19.87%. The drawdown chart below compares losses from any high point along the way for BHK and VOO
BHK vs. VOO - Volatility Comparison
The current volatility for BlackRock Core Bond Trust (BHK) is 3.62%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.82%. This indicates that BHK 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.