BIAPX vs. VGT
Compare and contrast key facts about BlackRock 80/20 Target Allocation Fund (BIAPX) and Vanguard Information Technology ETF (VGT).
BIAPX is managed by Blackrock. It was launched on Dec 20, 2006. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIAPX or VGT.
Correlation
The correlation between BIAPX and VGT is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BIAPX vs. VGT - Performance Comparison
Key characteristics
BIAPX:
0.52
VGT:
0.37
BIAPX:
0.83
VGT:
0.71
BIAPX:
1.12
VGT:
1.10
BIAPX:
0.54
VGT:
0.41
BIAPX:
2.32
VGT:
1.41
BIAPX:
3.50%
VGT:
7.90%
BIAPX:
15.69%
VGT:
29.95%
BIAPX:
-52.80%
VGT:
-54.63%
BIAPX:
-6.53%
VGT:
-15.44%
Returns By Period
In the year-to-date period, BIAPX achieves a -2.08% return, which is significantly higher than VGT's -11.99% return. Over the past 10 years, BIAPX has underperformed VGT with an annualized return of 7.62%, while VGT has yielded a comparatively higher 18.64% annualized return.
BIAPX
-2.08%
-1.67%
-2.29%
8.56%
11.40%
7.62%
VGT
-11.99%
-2.96%
-8.98%
10.91%
19.45%
18.64%
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BIAPX vs. VGT - Expense Ratio Comparison
Both BIAPX and VGT 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%.
Risk-Adjusted Performance
BIAPX vs. VGT — Risk-Adjusted Performance Rank
BIAPX
VGT
BIAPX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock 80/20 Target Allocation Fund (BIAPX) and Vanguard Information Technology ETF (VGT). 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
BIAPX vs. VGT - Dividend Comparison
BIAPX's dividend yield for the trailing twelve months is around 8.97%, more than VGT's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIAPX BlackRock 80/20 Target Allocation Fund | 8.97% | 8.78% | 4.29% | 2.30% | 6.04% | 2.07% | 2.49% | 6.26% | 3.12% | 1.67% | 13.86% | 17.24% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
BIAPX vs. VGT - Drawdown Comparison
The maximum BIAPX drawdown since its inception was -52.80%, roughly equal to the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for BIAPX and VGT. For additional features, visit the drawdowns tool.
Volatility
BIAPX vs. VGT - Volatility Comparison
The current volatility for BlackRock 80/20 Target Allocation Fund (BIAPX) is 11.04%, while Vanguard Information Technology ETF (VGT) has a volatility of 19.16%. This indicates that BIAPX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.