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
Key characteristics
BIGPX:
0.26
VOO:
0.75
BIGPX:
0.44
VOO:
1.15
BIGPX:
1.06
VOO:
1.17
BIGPX:
0.22
VOO:
0.77
BIGPX:
0.67
VOO:
3.04
BIGPX:
5.20%
VOO:
4.72%
BIGPX:
13.41%
VOO:
19.15%
BIGPX:
-49.82%
VOO:
-33.99%
BIGPX:
-8.64%
VOO:
-7.30%
Returns By Period
In the year-to-date period, BIGPX achieves a -0.00% return, which is significantly higher than VOO's -3.02% return. Over the past 10 years, BIGPX has underperformed VOO with an annualized return of 3.61%, while VOO has yielded a comparatively higher 12.54% annualized return.
BIGPX
-0.00%
6.51%
-4.92%
1.98%
5.97%
3.61%
VOO
-3.02%
11.86%
-0.14%
12.28%
16.47%
12.54%
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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.
Dividends
BIGPX vs. VOO - Dividend Comparison
BIGPX's dividend yield for the trailing twelve months is around 2.84%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGPX BlackRock 60/40 Target Allocation Fund Class I | 2.84% | 2.84% | 2.35% | 2.60% | 2.26% | 1.37% | 2.57% | 1.79% | 2.24% | 1.76% | 1.91% | 3.77% |
VOO Vanguard S&P 500 ETF | 1.34% | 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 -49.82%, 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.
Volatility
BIGPX vs. VOO - Volatility Comparison
The current volatility for BlackRock 60/40 Target Allocation Fund Class I (BIGPX) is 8.35%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.90%. 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.