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 0.82, 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:
0.76
VGT:
1.20
BIAPX:
1.03
VGT:
1.65
BIAPX:
1.16
VGT:
1.22
BIAPX:
0.88
VGT:
1.76
BIAPX:
2.68
VGT:
6.12
BIAPX:
3.46%
VGT:
4.39%
BIAPX:
12.21%
VGT:
22.30%
BIAPX:
-54.63%
VGT:
-54.63%
BIAPX:
-5.50%
VGT:
-0.88%
Returns By Period
In the year-to-date period, BIAPX achieves a 4.70% return, which is significantly higher than VGT's 3.17% return. Over the past 10 years, BIAPX has underperformed VGT with an annualized return of 5.10%, while VGT has yielded a comparatively higher 20.64% annualized return.
BIAPX
4.70%
1.91%
-0.45%
9.53%
6.77%
5.10%
VGT
3.17%
1.41%
12.88%
29.47%
20.41%
20.64%
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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 1.81%, 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 | 1.81% | 1.89% | 1.94% | 1.99% | 1.87% | 1.11% | 2.01% | 1.45% | 1.77% | 1.67% | 1.78% | 3.76% |
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 -54.63%, 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 2.35%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.64%. 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.