BIGPX vs. VIGI
Compare and contrast key facts about BlackRock 60/40 Target Allocation Fund Class I (BIGPX) and Vanguard International Dividend Appreciation ETF (VIGI).
BIGPX is managed by BlackRock. It was launched on Dec 21, 2006. VIGI is a passively managed fund by Vanguard that tracks the performance of the NASDAQ International DividendAchieversSelect Index. It was launched on Feb 25, 2016.
Performance
BIGPX vs. VIGI - Performance Comparison
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BIGPX vs. VIGI - 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% |
VIGI Vanguard International Dividend Appreciation ETF | -1.38% | 16.88% | 2.73% | 16.30% | -16.79% | 12.51% | 14.66% | 27.53% | -11.50% | 27.97% |
Returns By Period
In the year-to-date period, BIGPX achieves a -1.73% return, which is significantly lower than VIGI's -1.38% return. Both investments have delivered pretty close results over the past 10 years, with BIGPX having a 7.70% annualized return and VIGI not far ahead at 7.81%.
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%
VIGI
- 1D
- 1.30%
- 1M
- -4.63%
- YTD
- -1.38%
- 6M
- 0.59%
- 1Y
- 10.50%
- 3Y*
- 9.01%
- 5Y*
- 4.56%
- 10Y*
- 7.81%
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BIGPX vs. VIGI - Expense Ratio Comparison
BIGPX has a 0.43% expense ratio, which is higher than VIGI's 0.15% expense ratio.
Return for Risk
BIGPX vs. VIGI — Risk / Return Rank
BIGPX
VIGI
BIGPX vs. VIGI - 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 International Dividend Appreciation ETF (VIGI). 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 | VIGI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 0.68 | +0.61 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.04 | +0.85 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.14 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 0.99 | +0.77 |
Martin ratioReturn relative to average drawdown | 7.52 | 3.69 | +3.83 |
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 | VIGI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 0.68 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.32 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.49 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.51 | -0.05 |
Correlation
The correlation between BIGPX and VIGI is 0.78, 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. VIGI - Dividend Comparison
BIGPX's dividend yield for the trailing twelve months is around 8.11%, more than VIGI's 2.23% 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% |
VIGI Vanguard International Dividend Appreciation ETF | 2.23% | 2.14% | 1.93% | 1.92% | 2.06% | 7.02% | 1.29% | 1.83% | 1.99% | 1.75% | 1.05% | 0.00% |
Drawdowns
BIGPX vs. VIGI - Drawdown Comparison
The maximum BIGPX drawdown since its inception was -46.95%, which is greater than VIGI's maximum drawdown of -31.01%. Use the drawdown chart below to compare losses from any high point for BIGPX and VIGI.
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Drawdown Indicators
| BIGPX | VIGI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.95% | -31.01% | -15.94% |
Max Drawdown (1Y)Largest decline over 1 year | -7.91% | -10.64% | +2.73% |
Max Drawdown (5Y)Largest decline over 5 years | -21.88% | -28.80% | +6.92% |
Max Drawdown (10Y)Largest decline over 10 years | -22.34% | -31.01% | +8.67% |
Current DrawdownCurrent decline from peak | -5.24% | -6.29% | +1.05% |
Average DrawdownAverage peak-to-trough decline | -6.32% | -6.23% | -0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 2.84% | -0.99% |
Volatility
BIGPX vs. VIGI - Volatility Comparison
The current volatility for BlackRock 60/40 Target Allocation Fund Class I (BIGPX) is 4.62%, while Vanguard International Dividend Appreciation ETF (VIGI) has a volatility of 6.25%. This indicates that BIGPX experiences smaller price fluctuations and is considered to be less risky than VIGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIGPX | VIGI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 6.25% | -1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 6.88% | 9.92% | -3.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.63% | 15.54% | -3.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.84% | 14.41% | -2.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.29% | 15.87% | -4.58% |