BIGPX vs. VOO
Compare and contrast key facts about BlackRock 60/40 Target Allocation Fund Class I (BIGPX) and Vanguard S&P 500 ETF (VOO).
BIGPX is managed by Blackrock. It was launched on Dec 21, 2006. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIGPX or VOO.
Correlation
The correlation between BIGPX and VOO is 0.92, 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
BIGPX vs. VOO - Performance Comparison
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Key characteristics
BIGPX:
0.13
VOO:
0.58
BIGPX:
0.29
VOO:
0.96
BIGPX:
1.04
VOO:
1.14
BIGPX:
0.13
VOO:
0.62
BIGPX:
0.36
VOO:
2.36
BIGPX:
5.47%
VOO:
4.90%
BIGPX:
13.28%
VOO:
19.45%
BIGPX:
-49.06%
VOO:
-33.99%
BIGPX:
-6.33%
VOO:
-4.62%
Returns By Period
In the year-to-date period, BIGPX achieves a 2.52% return, which is significantly higher than VOO's -0.22% return. Over the past 10 years, BIGPX has underperformed VOO with an annualized return of 3.55%, while VOO has yielded a comparatively higher 12.59% annualized return.
BIGPX
2.52%
8.20%
-3.77%
1.73%
6.45%
5.71%
3.55%
VOO
-0.22%
13.42%
-0.65%
11.15%
16.14%
16.32%
12.59%
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BIGPX vs. VOO - Expense Ratio Comparison
BIGPX has a 0.43% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BIGPX vs. VOO — Risk-Adjusted Performance Rank
BIGPX
VOO
BIGPX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock 60/40 Target Allocation Fund Class I (BIGPX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
BIGPX vs. VOO - Dividend Comparison
BIGPX's dividend yield for the trailing twelve months is around 8.61%, more than VOO's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGPX BlackRock 60/40 Target Allocation Fund Class I | 8.61% | 8.83% | 3.03% | 2.59% | 7.60% | 3.90% | 3.77% | 9.80% | 3.20% | 1.76% | 9.89% | 10.69% |
VOO Vanguard S&P 500 ETF | 1.30% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BIGPX vs. VOO - Drawdown Comparison
The maximum BIGPX drawdown since its inception was -49.06%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BIGPX and VOO. For additional features, visit the drawdowns tool.
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Volatility
BIGPX vs. VOO - Volatility Comparison
The current volatility for BlackRock 60/40 Target Allocation Fund Class I (BIGPX) is 2.74%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.80%. This indicates that BIGPX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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