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.
Performance
BIBDX vs. ACWI - Performance Comparison
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BIBDX vs. ACWI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIBDX BlackRock Global Dividend Portfolio | -5.08% | 19.32% | 9.72% | 16.59% | -13.72% | 17.70% | 6.91% | 22.80% | -10.46% | 19.39% |
ACWI iShares MSCI ACWI ETF | -1.29% | 22.41% | 17.45% | 22.27% | -18.39% | 18.66% | 16.34% | 26.59% | -9.19% | 24.33% |
Returns By Period
In the year-to-date period, BIBDX achieves a -5.08% return, which is significantly lower than ACWI's -1.29% return. Over the past 10 years, BIBDX has underperformed ACWI with an annualized return of 7.86%, while ACWI has yielded a comparatively higher 11.68% annualized return.
BIBDX
- 1D
- -0.09%
- 1M
- -9.52%
- YTD
- -5.08%
- 6M
- -3.57%
- 1Y
- 11.95%
- 3Y*
- 10.70%
- 5Y*
- 7.09%
- 10Y*
- 7.86%
ACWI
- 1D
- 0.94%
- 1M
- -4.69%
- YTD
- -1.29%
- 6M
- 1.41%
- 1Y
- 21.56%
- 3Y*
- 17.35%
- 5Y*
- 9.60%
- 10Y*
- 11.68%
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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.
Return for Risk
BIBDX vs. ACWI — Risk / Return Rank
BIBDX
ACWI
BIBDX vs. ACWI - Risk-Adjusted Trends 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.
| BIBDX | ACWI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.24 | -0.40 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.82 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.27 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.87 | -0.81 |
Martin ratioReturn relative to average drawdown | 4.33 | 8.55 | -4.22 |
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
| BIBDX | ACWI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.24 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.60 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.69 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.39 | +0.07 |
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.
Dividends
BIBDX vs. ACWI - Dividend Comparison
BIBDX's dividend yield for the trailing twelve months is around 21.22%, more than ACWI's 1.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIBDX BlackRock Global Dividend Portfolio | 21.22% | 20.14% | 8.09% | 2.00% | 6.51% | 18.01% | 5.94% | 7.97% | 7.05% | 6.47% | 2.47% | 4.34% |
ACWI iShares MSCI ACWI ETF | 1.57% | 1.55% | 1.70% | 1.88% | 1.79% | 1.71% | 1.43% | 2.33% | 2.18% | 1.94% | 2.19% | 2.56% |
Drawdowns
BIBDX vs. ACWI - Drawdown Comparison
The maximum BIBDX drawdown since its inception was -41.81%, 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.
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Drawdown Indicators
| BIBDX | ACWI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.81% | -56.00% | +14.19% |
Max Drawdown (1Y)Largest decline over 1 year | -10.80% | -11.76% | +0.96% |
Max Drawdown (5Y)Largest decline over 5 years | -24.44% | -26.42% | +1.98% |
Max Drawdown (10Y)Largest decline over 10 years | -33.15% | -33.53% | +0.38% |
Current DrawdownCurrent decline from peak | -10.38% | -6.04% | -4.34% |
Average DrawdownAverage peak-to-trough decline | -5.76% | -8.68% | +2.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 2.57% | +0.06% |
Volatility
BIBDX vs. ACWI - Volatility Comparison
The current volatility for BlackRock Global Dividend Portfolio (BIBDX) is 5.23%, while iShares MSCI ACWI ETF (ACWI) has a volatility of 6.23%. This indicates that BIBDX experiences smaller price fluctuations and is considered to be less risky than ACWI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIBDX | ACWI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 6.23% | -1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 8.85% | 10.08% | -1.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.45% | 17.50% | -2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.36% | 15.96% | -1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.10% | 17.08% | -1.98% |