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 Mar 25, 2004.
Performance
BIAPX vs. VGT - Performance Comparison
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BIAPX vs. VGT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIAPX BlackRock 80/20 Target Allocation Fund | -2.24% | 18.33% | 5.46% | 19.20% | -16.15% | 14.95% | 19.50% | 24.72% | -7.62% | 17.47% |
VGT Vanguard Information Technology ETF | -6.16% | 21.77% | 29.30% | 52.66% | -29.70% | 30.45% | 46.04% | 48.62% | 2.46% | 37.08% |
Returns By Period
In the year-to-date period, BIAPX achieves a -2.24% return, which is significantly higher than VGT's -6.16% return. Over the past 10 years, BIAPX has underperformed VGT with an annualized return of 9.32%, while VGT has yielded a comparatively higher 21.51% annualized return.
BIAPX
- 1D
- 2.74%
- 1M
- -5.17%
- YTD
- -2.24%
- 6M
- -0.22%
- 1Y
- 17.36%
- 3Y*
- 11.49%
- 5Y*
- 5.89%
- 10Y*
- 9.32%
VGT
- 1D
- 1.28%
- 1M
- -3.61%
- YTD
- -6.16%
- 6M
- -5.90%
- 1Y
- 29.76%
- 3Y*
- 23.10%
- 5Y*
- 14.83%
- 10Y*
- 21.51%
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BIAPX vs. VGT - Expense Ratio Comparison
BIAPX has a 0.10% expense ratio, which is higher than VGT's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
BIAPX vs. VGT — Risk / Return Rank
BIAPX
VGT
BIAPX vs. VGT - Risk-Adjusted Trends 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.
| BIAPX | VGT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.10 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.79 | 1.67 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.88 | -0.22 |
Martin ratioReturn relative to average drawdown | 7.44 | 5.77 | +1.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BIAPX | VGT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.10 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.59 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.88 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.61 | -0.20 |
Correlation
The correlation between BIAPX and VGT is 0.84, 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.
Dividends
BIAPX vs. VGT - Dividend Comparison
BIAPX's dividend yield for the trailing twelve months is around 6.12%, more than VGT's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIAPX BlackRock 80/20 Target Allocation Fund | 6.12% | 5.98% | 0.00% | 4.28% | 2.30% | 6.04% | 2.07% | 2.49% | 6.26% | 3.12% | 1.67% | 13.86% |
VGT Vanguard Information Technology ETF | 0.43% | 0.40% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Drawdowns
BIAPX vs. VGT - Drawdown Comparison
The maximum BIAPX drawdown since its inception was -53.40%, 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.
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Drawdown Indicators
| BIAPX | VGT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.40% | -54.63% | +1.23% |
Max Drawdown (1Y)Largest decline over 1 year | -9.92% | -16.40% | +6.48% |
Max Drawdown (5Y)Largest decline over 5 years | -23.29% | -35.07% | +11.78% |
Max Drawdown (10Y)Largest decline over 10 years | -27.13% | -35.07% | +7.94% |
Current DrawdownCurrent decline from peak | -6.13% | -11.66% | +5.53% |
Average DrawdownAverage peak-to-trough decline | -8.06% | -8.00% | -0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 5.35% | -3.14% |
Volatility
BIAPX vs. VGT - Volatility Comparison
The current volatility for BlackRock 80/20 Target Allocation Fund (BIAPX) is 5.68%, while Vanguard Information Technology ETF (VGT) has a volatility of 8.03%. 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.
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Volatility by Period
| BIAPX | VGT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.68% | 8.03% | -2.35% |
Volatility (6M)Calculated over the trailing 6-month period | 8.54% | 16.35% | -7.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.89% | 27.27% | -12.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.44% | 25.06% | -10.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.97% | 24.48% | -10.51% |