BIGPX vs. SPYV

In the year-to-date period, BIGPX achieves a 2.33% return, which is significantly higher than SPYV's 0.16% return. Over the past 10 years, BIGPX has underperformed SPYV with an annualized return of 3.67%, while SPYV has yielded a comparatively higher 9.75% annualized return.

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BIGPX has a 0.43% expense ratio, which is higher than SPYV's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock 60/40 Target Allocation Fund Class I (BIGPX) and SPDR Portfolio S&P 500 Value ETF (SPYV). 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.

The current BIGPX Sharpe Ratio is 0.24, which is lower than the SPYV Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of BIGPX and SPYV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BIGPX's dividend yield for the trailing twelve months is around 2.77%, more than SPYV's 2.14% yield.

The maximum BIGPX drawdown since its inception was -49.65%, smaller than the maximum SPYV drawdown of -58.45%. Use the drawdown chart below to compare losses from any high point for BIGPX and SPYV. For additional features, visit the drawdowns tool.

The current volatility for BlackRock 60/40 Target Allocation Fund Class I (BIGPX) is 3.54%, while SPDR Portfolio S&P 500 Value ETF (SPYV) has a volatility of 5.13%. This indicates that BIGPX experiences smaller price fluctuations and is considered to be less risky than SPYV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.