BIAPX vs. IVOO

In the year-to-date period, BIAPX achieves a 2.80% return, which is significantly higher than IVOO's -4.06% return. Both investments have delivered pretty close results over the past 10 years, with BIAPX having a 8.17% annualized return and IVOO not far ahead at 8.55%.

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Both BIAPX and IVOO have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for BlackRock 80/20 Target Allocation Fund (BIAPX) and Vanguard S&P Mid-Cap 400 ETF (IVOO). 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.

The current BIAPX Sharpe Ratio is 0.61, which is higher than the IVOO Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of BIAPX and IVOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BIAPX's dividend yield for the trailing twelve months is around 8.55%, more than IVOO's 1.66% yield.

The maximum BIAPX drawdown since its inception was -52.80%, which is greater than IVOO's maximum drawdown of -42.33%. Use the drawdown chart below to compare losses from any high point for BIAPX and IVOO.

The current volatility for BlackRock 80/20 Target Allocation Fund (BIAPX) is 3.07%, while Vanguard S&P Mid-Cap 400 ETF (IVOO) has a volatility of 5.52%. This indicates that BIAPX experiences smaller price fluctuations and is considered to be less risky than IVOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.