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.
Performance
BIGPX vs. VOO - Performance Comparison
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BIGPX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, BIGPX achieves a -1.73% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, BIGPX has underperformed VOO with an annualized return of 7.70%, while VOO has yielded a comparatively higher 14.14% 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%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
BIGPX vs. VOO — Risk / Return Rank
BIGPX
VOO
BIGPX vs. VOO - 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 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.
| BIGPX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 1.01 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.53 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 1.55 | +0.21 |
Martin ratioReturn relative to average drawdown | 7.52 | 7.31 | +0.21 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 1.01 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.71 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.79 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.83 | -0.38 |
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.
Dividends
BIGPX vs. VOO - Dividend Comparison
BIGPX's dividend yield for the trailing twelve months is around 8.11%, more than VOO's 1.18% 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% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
BIGPX vs. VOO - Drawdown Comparison
The maximum BIGPX drawdown since its inception was -46.95%, 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.
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Drawdown Indicators
| BIGPX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.95% | -33.99% | -12.96% |
Max Drawdown (1Y)Largest decline over 1 year | -7.91% | -11.98% | +4.07% |
Max Drawdown (5Y)Largest decline over 5 years | -21.88% | -24.52% | +2.64% |
Max Drawdown (10Y)Largest decline over 10 years | -22.34% | -33.99% | +11.65% |
Current DrawdownCurrent decline from peak | -5.24% | -5.55% | +0.31% |
Average DrawdownAverage peak-to-trough decline | -6.32% | -3.72% | -2.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 2.55% | -0.70% |
Volatility
BIGPX vs. VOO - Volatility Comparison
The current volatility for BlackRock 60/40 Target Allocation Fund Class I (BIGPX) is 4.62%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. 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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Volatility by Period
| BIGPX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 5.34% | -0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 6.88% | 9.47% | -2.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.63% | 18.11% | -6.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.84% | 16.82% | -4.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.29% | 17.99% | -6.70% |