BIBDX vs. ACWI
Compare and contrast key facts about BlackRock Global Dividend Portfolio (BIBDX) and iShares MSCI ACWI ETF (ACWI).
BIBDX is managed by Blackrock. It was launched on Apr 6, 2008. ACWI is a passively managed fund by iShares that tracks the performance of the MSCI All Country World Index. It was launched on Mar 26, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIBDX or ACWI.
Correlation
The correlation between BIBDX and ACWI is 0.91, 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
BIBDX vs. ACWI - Performance Comparison
Key characteristics
BIBDX:
0.36
ACWI:
1.50
BIBDX:
0.52
ACWI:
2.06
BIBDX:
1.08
ACWI:
1.27
BIBDX:
0.38
ACWI:
2.20
BIBDX:
1.88
ACWI:
9.65
BIBDX:
2.21%
ACWI:
1.85%
BIBDX:
11.63%
ACWI:
11.85%
BIBDX:
-42.34%
ACWI:
-56.00%
BIBDX:
-11.00%
ACWI:
-3.97%
Returns By Period
In the year-to-date period, BIBDX achieves a 3.17% return, which is significantly lower than ACWI's 17.15% return. Over the past 10 years, BIBDX has underperformed ACWI with an annualized return of 6.21%, while ACWI has yielded a comparatively higher 9.25% annualized return.
BIBDX
3.17%
-7.71%
-3.87%
5.50%
5.55%
6.21%
ACWI
17.15%
-1.11%
5.00%
19.49%
10.18%
9.25%
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BIBDX vs. ACWI - Expense Ratio Comparison
BIBDX has a 0.75% expense ratio, which is higher than ACWI's 0.32% expense ratio.
Risk-Adjusted Performance
BIBDX vs. ACWI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Global Dividend Portfolio (BIBDX) and iShares MSCI ACWI ETF (ACWI). 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
BIBDX vs. ACWI - Dividend Comparison
BIBDX's dividend yield for the trailing twelve months is around 1.31%, less than ACWI's 1.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIBDX BlackRock Global Dividend Portfolio | 1.31% | 2.00% | 2.07% | 1.73% | 2.39% | 2.82% | 3.29% | 2.33% | 2.29% | 2.75% | 3.43% | 2.60% |
ACWI iShares MSCI ACWI ETF | 1.71% | 1.88% | 1.79% | 1.71% | 1.43% | 2.33% | 2.25% | 1.94% | 2.19% | 2.56% | 2.26% | 1.89% |
Drawdowns
BIBDX vs. ACWI - Drawdown Comparison
The maximum BIBDX drawdown since its inception was -42.34%, smaller than the maximum ACWI drawdown of -56.00%. Use the drawdown chart below to compare losses from any high point for BIBDX and ACWI. For additional features, visit the drawdowns tool.
Volatility
BIBDX vs. ACWI - Volatility Comparison
BlackRock Global Dividend Portfolio (BIBDX) has a higher volatility of 6.51% compared to iShares MSCI ACWI ETF (ACWI) at 3.52%. This indicates that BIBDX's price experiences larger fluctuations and is considered to be riskier than ACWI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.