BIGPX vs. WFSPX
Compare and contrast key facts about BlackRock 60/40 Target Allocation Fund Class I (BIGPX) and iShares S&P 500 Index Fund (WFSPX).
BIGPX is managed by BlackRock. It was launched on Dec 21, 2006. WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993.
Performance
BIGPX vs. WFSPX - Performance Comparison
Loading graphics...
BIGPX vs. WFSPX - 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% |
WFSPX iShares S&P 500 Index Fund | -4.63% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Returns By Period
In the year-to-date period, BIGPX achieves a -1.73% return, which is significantly higher than WFSPX's -4.63% return. Over the past 10 years, BIGPX has underperformed WFSPX with an annualized return of 7.70%, while WFSPX has yielded a comparatively higher 13.92% 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%
WFSPX
- 1D
- 2.62%
- 1M
- -5.31%
- YTD
- -4.63%
- 6M
- -2.47%
- 1Y
- 16.96%
- 3Y*
- 18.15%
- 5Y*
- 11.69%
- 10Y*
- 13.92%
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. WFSPX - Expense Ratio Comparison
BIGPX has a 0.43% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
BIGPX vs. WFSPX — Risk / Return Rank
BIGPX
WFSPX
BIGPX vs. WFSPX - 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 iShares S&P 500 Index Fund (WFSPX). 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 | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 0.96 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.47 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.22 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 1.49 | +0.27 |
Martin ratioReturn relative to average drawdown | 7.52 | 7.15 | +0.36 |
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 | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 0.96 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.70 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.78 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.13 | +0.33 |
Correlation
The correlation between BIGPX and WFSPX is 0.93, 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. WFSPX - Dividend Comparison
BIGPX's dividend yield for the trailing twelve months is around 8.11%, more than WFSPX's 1.54% 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% |
WFSPX iShares S&P 500 Index Fund | 1.54% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Drawdowns
BIGPX vs. WFSPX - Drawdown Comparison
The maximum BIGPX drawdown since its inception was -46.95%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for BIGPX and WFSPX.
Loading graphics...
Drawdown Indicators
| BIGPX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.95% | -58.21% | +11.26% |
Max Drawdown (1Y)Largest decline over 1 year | -7.91% | -12.11% | +4.20% |
Max Drawdown (5Y)Largest decline over 5 years | -21.88% | -24.51% | +2.63% |
Max Drawdown (10Y)Largest decline over 10 years | -22.34% | -33.74% | +11.40% |
Current DrawdownCurrent decline from peak | -5.24% | -6.51% | +1.27% |
Average DrawdownAverage peak-to-trough decline | -6.32% | -12.84% | +6.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 2.53% | -0.68% |
Volatility
BIGPX vs. WFSPX - Volatility Comparison
The current volatility for BlackRock 60/40 Target Allocation Fund Class I (BIGPX) is 4.62%, while iShares S&P 500 Index Fund (WFSPX) has a volatility of 5.17%. This indicates that BIGPX experiences smaller price fluctuations and is considered to be less risky than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BIGPX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 5.17% | -0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 6.88% | 9.44% | -2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.63% | 18.21% | -6.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.84% | 16.88% | -5.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.29% | 18.00% | -6.71% |