BIAPX vs. VOO
Compare and contrast key facts about BlackRock 80/20 Target Allocation Fund (BIAPX) and Vanguard S&P 500 ETF (VOO).
BIAPX is managed by Blackrock. It was launched on Dec 20, 2006. 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: BIAPX or VOO.
Correlation
The correlation between BIAPX and VOO is 0.94, 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. VOO - Performance Comparison
Key characteristics
BIAPX:
0.52
VOO:
0.54
BIAPX:
0.83
VOO:
0.88
BIAPX:
1.12
VOO:
1.13
BIAPX:
0.54
VOO:
0.55
BIAPX:
2.32
VOO:
2.27
BIAPX:
3.50%
VOO:
4.55%
BIAPX:
15.69%
VOO:
19.19%
BIAPX:
-52.80%
VOO:
-33.99%
BIAPX:
-6.53%
VOO:
-9.90%
Returns By Period
In the year-to-date period, BIAPX achieves a -2.08% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, BIAPX has underperformed VOO with an annualized return of 7.62%, while VOO has yielded a comparatively higher 12.07% annualized return.
BIAPX
-2.08%
-1.67%
-2.29%
8.56%
11.40%
7.62%
VOO
-5.74%
-3.16%
-4.28%
10.88%
16.04%
12.07%
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BIAPX vs. VOO - Expense Ratio Comparison
BIAPX has a 0.10% expense ratio, which is higher than VOO's 0.03% 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%.
Risk-Adjusted Performance
BIAPX vs. VOO — Risk-Adjusted Performance Rank
BIAPX
VOO
BIAPX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock 80/20 Target Allocation Fund (BIAPX) 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.
Dividends
BIAPX vs. VOO - Dividend Comparison
BIAPX's dividend yield for the trailing twelve months is around 8.97%, more than VOO's 1.38% 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% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BIAPX vs. VOO - Drawdown Comparison
The maximum BIAPX drawdown since its inception was -52.80%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BIAPX and VOO. For additional features, visit the drawdowns tool.
Volatility
BIAPX vs. VOO - Volatility Comparison
The current volatility for BlackRock 80/20 Target Allocation Fund (BIAPX) is 11.04%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. This indicates that BIAPX 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.