BIAPX vs. VT
Compare and contrast key facts about BlackRock 80/20 Target Allocation Fund (BIAPX) and Vanguard Total World Stock ETF (VT).
BIAPX is managed by BlackRock. It was launched on Dec 20, 2006. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Performance
BIAPX vs. VT - Performance Comparison
Loading graphics...
BIAPX vs. VT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIAPX BlackRock 80/20 Target Allocation Fund | -4.85% | 18.33% | 5.46% | 19.20% | -16.15% | 14.95% | 19.50% | 24.72% | -7.62% | 17.47% |
VT Vanguard Total World Stock ETF | -1.71% | 22.43% | 16.49% | 22.02% | -18.00% | 18.27% | 16.59% | 26.81% | -9.76% | 24.50% |
Returns By Period
In the year-to-date period, BIAPX achieves a -4.85% return, which is significantly lower than VT's -1.71% return. Over the past 10 years, BIAPX has underperformed VT with an annualized return of 9.03%, while VT has yielded a comparatively higher 11.53% annualized return.
BIAPX
- 1D
- -0.45%
- 1M
- -7.98%
- YTD
- -4.85%
- 6M
- -2.53%
- 1Y
- 14.64%
- 3Y*
- 10.49%
- 5Y*
- 5.56%
- 10Y*
- 9.03%
VT
- 1D
- 3.08%
- 1M
- -6.22%
- YTD
- -1.71%
- 6M
- 1.42%
- 1Y
- 21.53%
- 3Y*
- 16.86%
- 5Y*
- 9.22%
- 10Y*
- 11.53%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BIAPX vs. VT - Expense Ratio Comparison
BIAPX has a 0.10% expense ratio, which is higher than VT's 0.06% 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. VT — Risk / Return Rank
BIAPX
VT
BIAPX vs. VT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock 80/20 Target Allocation Fund (BIAPX) and Vanguard Total World Stock ETF (VT). 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 | VT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 1.25 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.84 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.27 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.83 | -0.55 |
Martin ratioReturn relative to average drawdown | 5.85 | 8.51 | -2.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BIAPX | VT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 1.25 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.58 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.67 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.40 | 0.00 |
Correlation
The correlation between BIAPX and VT is 0.93, 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. VT - Dividend Comparison
BIAPX's dividend yield for the trailing twelve months is around 6.29%, more than VT's 1.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIAPX BlackRock 80/20 Target Allocation Fund | 6.29% | 5.98% | 0.00% | 4.28% | 2.30% | 6.04% | 2.07% | 2.49% | 6.26% | 3.12% | 1.67% | 13.86% |
VT Vanguard Total World Stock ETF | 1.82% | 1.82% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% |
Drawdowns
BIAPX vs. VT - Drawdown Comparison
The maximum BIAPX drawdown since its inception was -53.40%, which is greater than VT's maximum drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for BIAPX and VT.
Loading graphics...
Drawdown Indicators
| BIAPX | VT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.40% | -50.27% | -3.13% |
Max Drawdown (1Y)Largest decline over 1 year | -9.92% | -11.84% | +1.92% |
Max Drawdown (5Y)Largest decline over 5 years | -23.29% | -26.38% | +3.09% |
Max Drawdown (10Y)Largest decline over 10 years | -27.13% | -34.24% | +7.11% |
Current DrawdownCurrent decline from peak | -8.64% | -6.89% | -1.75% |
Average DrawdownAverage peak-to-trough decline | -8.06% | -7.08% | -0.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.23% | 2.55% | -0.32% |
Volatility
BIAPX vs. VT - Volatility Comparison
The current volatility for BlackRock 80/20 Target Allocation Fund (BIAPX) is 4.76%, while Vanguard Total World Stock ETF (VT) has a volatility of 6.33%. This indicates that BIAPX experiences smaller price fluctuations and is considered to be less risky than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BIAPX | VT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 6.33% | -1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 8.10% | 9.95% | -1.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.68% | 17.24% | -2.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.39% | 15.98% | -1.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.94% | 17.20% | -3.26% |