BIGPX vs. VTHRX
Compare and contrast key facts about BlackRock 60/40 Target Allocation Fund Class I (BIGPX) and Vanguard Target Retirement 2030 Fund (VTHRX).
BIGPX is managed by BlackRock. It was launched on Dec 21, 2006. VTHRX is managed by Vanguard. It was launched on Jun 7, 2006.
Performance
BIGPX vs. VTHRX - Performance Comparison
Loading graphics...
BIGPX vs. VTHRX - 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% |
VTHRX Vanguard Target Retirement 2030 Fund | -1.04% | 16.25% | 10.43% | 16.24% | -16.28% | 11.37% | 14.11% | 21.08% | -5.85% | 15.24% |
Returns By Period
In the year-to-date period, BIGPX achieves a -1.73% return, which is significantly lower than VTHRX's -1.04% return. Over the past 10 years, BIGPX has underperformed VTHRX with an annualized return of 7.70%, while VTHRX has yielded a comparatively higher 8.19% 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%
VTHRX
- 1D
- 1.80%
- 1M
- -4.21%
- YTD
- -1.04%
- 6M
- 0.92%
- 1Y
- 14.44%
- 3Y*
- 11.80%
- 5Y*
- 5.88%
- 10Y*
- 8.19%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BIGPX vs. VTHRX - Expense Ratio Comparison
BIGPX has a 0.43% expense ratio, which is higher than VTHRX's 0.08% expense ratio.
Return for Risk
BIGPX vs. VTHRX — Risk / Return Rank
BIGPX
VTHRX
BIGPX vs. VTHRX - 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 Target Retirement 2030 Fund (VTHRX). 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 | VTHRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 1.46 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.89 | 2.09 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.30 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 2.05 | -0.29 |
Martin ratioReturn relative to average drawdown | 7.52 | 8.88 | -1.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BIGPX | VTHRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 1.46 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.57 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.73 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.47 | -0.02 |
Correlation
The correlation between BIGPX and VTHRX is 0.95, 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. VTHRX - Dividend Comparison
BIGPX's dividend yield for the trailing twelve months is around 8.11%, more than VTHRX's 4.07% 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% |
VTHRX Vanguard Target Retirement 2030 Fund | 4.07% | 4.03% | 3.63% | 2.59% | 2.53% | 17.56% | 2.56% | 2.38% | 2.71% | 0.06% | 2.38% | 3.72% |
Drawdowns
BIGPX vs. VTHRX - Drawdown Comparison
The maximum BIGPX drawdown since its inception was -46.95%, smaller than the maximum VTHRX drawdown of -49.57%. Use the drawdown chart below to compare losses from any high point for BIGPX and VTHRX.
Loading graphics...
Drawdown Indicators
| BIGPX | VTHRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.95% | -49.57% | +2.62% |
Max Drawdown (1Y)Largest decline over 1 year | -7.91% | -7.25% | -0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -21.88% | -22.75% | +0.87% |
Max Drawdown (10Y)Largest decline over 10 years | -22.34% | -24.86% | +2.52% |
Current DrawdownCurrent decline from peak | -5.24% | -4.88% | -0.36% |
Average DrawdownAverage peak-to-trough decline | -6.32% | -6.23% | -0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 1.67% | +0.18% |
Volatility
BIGPX vs. VTHRX - Volatility Comparison
BlackRock 60/40 Target Allocation Fund Class I (BIGPX) has a higher volatility of 4.62% compared to Vanguard Target Retirement 2030 Fund (VTHRX) at 4.07%. This indicates that BIGPX's price experiences larger fluctuations and is considered to be riskier than VTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BIGPX | VTHRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 4.07% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 6.88% | 6.19% | +0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.63% | 10.19% | +1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.84% | 10.33% | +1.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.29% | 11.24% | +0.05% |