BIGZ vs. VOO
Compare and contrast key facts about Blackrock Innovation & Growth Trust (BIGZ) and Vanguard S&P 500 ETF (VOO).
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: BIGZ or VOO.
Correlation
The correlation between BIGZ and VOO is 0.71, 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
BIGZ vs. VOO - Performance Comparison
Key characteristics
BIGZ:
0.58
VOO:
2.04
BIGZ:
0.91
VOO:
2.72
BIGZ:
1.11
VOO:
1.38
BIGZ:
0.19
VOO:
3.02
BIGZ:
1.95
VOO:
13.60
BIGZ:
5.80%
VOO:
1.88%
BIGZ:
19.37%
VOO:
12.52%
BIGZ:
-67.28%
VOO:
-33.99%
BIGZ:
-53.09%
VOO:
-3.52%
Returns By Period
In the year-to-date period, BIGZ achieves a 14.33% return, which is significantly lower than VOO's 24.65% return.
BIGZ
14.33%
0.45%
10.73%
9.55%
N/A
N/A
VOO
24.65%
-0.29%
7.63%
24.77%
14.57%
13.02%
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Risk-Adjusted Performance
BIGZ vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock Innovation & Growth Trust (BIGZ) 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
BIGZ vs. VOO - Dividend Comparison
BIGZ's dividend yield for the trailing twelve months is around 11.11%, more than VOO's 1.26% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Blackrock Innovation & Growth Trust | 11.11% | 10.45% | 14.54% | 4.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Vanguard S&P 500 ETF | 0.92% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BIGZ vs. VOO - Drawdown Comparison
The maximum BIGZ drawdown since its inception was -67.28%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BIGZ and VOO. For additional features, visit the drawdowns tool.
Volatility
BIGZ vs. VOO - Volatility Comparison
Blackrock Innovation & Growth Trust (BIGZ) has a higher volatility of 6.11% compared to Vanguard S&P 500 ETF (VOO) at 3.58%. This indicates that BIGZ's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.