BIGPX vs. IWV
Compare and contrast key facts about BlackRock 60/40 Target Allocation Fund Class I (BIGPX) and iShares Russell 3000 ETF (IWV).
BIGPX is managed by BlackRock. It was launched on Dec 21, 2006. IWV is a passively managed fund by iShares that tracks the performance of the Russell 3000 Index. It was launched on May 22, 2000.
Performance
BIGPX vs. IWV - Performance Comparison
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BIGPX vs. IWV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIGPX BlackRock 60/40 Target Allocation Fund Class I | -1.73% | 16.08% | 2.52% | 15.92% | -15.80% | 7.38% | 21.62% | 21.03% | -3.65% | 14.68% |
IWV iShares Russell 3000 ETF | -3.33% | 16.96% | 23.49% | 25.82% | -19.28% | 25.54% | 20.55% | 30.66% | -5.43% | 20.97% |
Returns By Period
In the year-to-date period, BIGPX achieves a -1.73% return, which is significantly higher than IWV's -3.33% return. Over the past 10 years, BIGPX has underperformed IWV with an annualized return of 7.70%, while IWV has yielded a comparatively higher 13.53% annualized return.
BIGPX
- 1D
- 2.18%
- 1M
- -4.50%
- YTD
- -1.73%
- 6M
- 0.05%
- 1Y
- 14.45%
- 3Y*
- 9.11%
- 5Y*
- 4.18%
- 10Y*
- 7.70%
IWV
- 1D
- 0.69%
- 1M
- -4.38%
- YTD
- -3.33%
- 6M
- -1.36%
- 1Y
- 18.22%
- 3Y*
- 17.95%
- 5Y*
- 10.55%
- 10Y*
- 13.53%
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BIGPX vs. IWV - Expense Ratio Comparison
BIGPX has a 0.43% expense ratio, which is higher than IWV's 0.20% expense ratio.
Return for Risk
BIGPX vs. IWV — Risk / Return Rank
BIGPX
IWV
BIGPX vs. IWV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock 60/40 Target Allocation Fund Class I (BIGPX) and iShares Russell 3000 ETF (IWV). 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.
| BIGPX | IWV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 0.99 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.52 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 1.52 | +0.24 |
Martin ratioReturn relative to average drawdown | 7.52 | 7.19 | +0.33 |
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
| BIGPX | IWV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 0.99 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.61 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.74 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.42 | +0.04 |
Correlation
The correlation between BIGPX and IWV 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
BIGPX vs. IWV - Dividend Comparison
BIGPX's dividend yield for the trailing twelve months is around 8.11%, more than IWV's 0.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGPX BlackRock 60/40 Target Allocation Fund Class I | 8.11% | 7.97% | 0.00% | 3.02% | 2.59% | 7.60% | 3.76% | 3.77% | 9.80% | 3.20% | 1.76% | 9.89% |
IWV iShares Russell 3000 ETF | 0.98% | 0.96% | 1.08% | 1.30% | 1.56% | 1.04% | 1.30% | 1.69% | 1.97% | 1.58% | 1.79% | 1.99% |
Drawdowns
BIGPX vs. IWV - Drawdown Comparison
The maximum BIGPX drawdown since its inception was -46.95%, smaller than the maximum IWV drawdown of -55.61%. Use the drawdown chart below to compare losses from any high point for BIGPX and IWV.
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Drawdown Indicators
| BIGPX | IWV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.95% | -55.61% | +8.66% |
Max Drawdown (1Y)Largest decline over 1 year | -7.91% | -12.31% | +4.40% |
Max Drawdown (5Y)Largest decline over 5 years | -21.88% | -25.11% | +3.23% |
Max Drawdown (10Y)Largest decline over 10 years | -22.34% | -35.22% | +12.88% |
Current DrawdownCurrent decline from peak | -5.24% | -5.53% | +0.29% |
Average DrawdownAverage peak-to-trough decline | -6.32% | -10.65% | +4.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 2.60% | -0.75% |
Volatility
BIGPX vs. IWV - Volatility Comparison
The current volatility for BlackRock 60/40 Target Allocation Fund Class I (BIGPX) is 4.62%, while iShares Russell 3000 ETF (IWV) has a volatility of 5.45%. This indicates that BIGPX experiences smaller price fluctuations and is considered to be less risky than IWV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIGPX | IWV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 5.45% | -0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 6.88% | 9.70% | -2.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.63% | 18.45% | -6.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.84% | 17.24% | -5.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.29% | 18.39% | -7.10% |