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.
Correlation
The correlation between BHK and VOO is 0.13, 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
BHK vs. VOO - Performance Comparison
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Key characteristics
BHK:
0.17
VOO:
0.72
BHK:
0.35
VOO:
1.12
BHK:
1.05
VOO:
1.16
BHK:
0.12
VOO:
0.74
BHK:
0.43
VOO:
2.83
BHK:
6.74%
VOO:
4.88%
BHK:
13.77%
VOO:
19.41%
BHK:
-39.87%
VOO:
-33.99%
BHK:
-21.75%
VOO:
-2.65%
Returns By Period
In the year-to-date period, BHK achieves a -0.70% return, which is significantly lower than VOO's 1.84% return. Over the past 10 years, BHK has underperformed VOO with an annualized return of 3.96%, while VOO has yielded a comparatively higher 12.82% annualized return.
BHK
-0.70%
-0.38%
-5.45%
2.26%
3.89%
-0.58%
3.96%
VOO
1.84%
13.00%
1.80%
13.86%
16.93%
16.68%
12.82%
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Risk-Adjusted Performance
BHK vs. VOO — Risk-Adjusted Performance Rank
BHK
VOO
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.
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Dividends
BHK vs. VOO - Dividend Comparison
BHK's dividend yield for the trailing twelve months is around 8.93%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BHK BlackRock Core Bond Trust | 8.93% | 8.56% | 8.21% | 7.91% | 5.91% | 5.06% | 5.32% | 6.39% | 5.56% | 6.23% | 7.03% | 8.15% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BHK vs. VOO - Drawdown Comparison
The maximum BHK drawdown since its inception was -39.87%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BHK and VOO. For additional features, visit the drawdowns tool.
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Volatility
BHK vs. VOO - Volatility Comparison
The current volatility for BlackRock Core Bond Trust (BHK) is 5.02%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.49%. 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.
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