BIICX vs. WFSPX
Compare and contrast key facts about BlackRock Multi-Asset Income Portfolio (BIICX) and iShares S&P 500 Index Fund (WFSPX).
BIICX is managed by BlackRock. It was launched on Apr 6, 2008. 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
BIICX vs. WFSPX - Performance Comparison
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BIICX vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIICX BlackRock Multi-Asset Income Portfolio | -0.72% | 11.80% | 7.64% | 9.46% | -12.29% | 6.94% | 6.61% | 13.89% | -3.55% | 9.06% |
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, BIICX achieves a -0.72% return, which is significantly higher than WFSPX's -4.63% return. Over the past 10 years, BIICX has underperformed WFSPX with an annualized return of 5.22%, while WFSPX has yielded a comparatively higher 13.92% annualized return.
BIICX
- 1D
- 0.97%
- 1M
- -3.35%
- YTD
- -0.72%
- 6M
- 0.84%
- 1Y
- 8.69%
- 3Y*
- 8.20%
- 5Y*
- 3.68%
- 10Y*
- 5.22%
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%
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BIICX vs. WFSPX - Expense Ratio Comparison
BIICX has a 0.55% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
BIICX vs. WFSPX — Risk / Return Rank
BIICX
WFSPX
BIICX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Multi-Asset Income Portfolio (BIICX) 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.
| BIICX | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 0.96 | +0.45 |
Sortino ratioReturn per unit of downside risk | 1.95 | 1.47 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.22 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 1.49 | +0.43 |
Martin ratioReturn relative to average drawdown | 7.49 | 7.15 | +0.34 |
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
| BIICX | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 0.96 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.70 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.78 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.13 | +0.58 |
Correlation
The correlation between BIICX and WFSPX is 0.80, 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
BIICX vs. WFSPX - Dividend Comparison
BIICX's dividend yield for the trailing twelve months is around 6.16%, more than WFSPX's 1.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIICX BlackRock Multi-Asset Income Portfolio | 6.16% | 6.50% | 6.27% | 4.40% | 4.44% | 5.13% | 4.32% | 4.94% | 5.52% | 4.85% | 4.95% | 5.61% |
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
BIICX vs. WFSPX - Drawdown Comparison
The maximum BIICX drawdown since its inception was -33.25%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for BIICX and WFSPX.
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Drawdown Indicators
| BIICX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.25% | -58.21% | +24.96% |
Max Drawdown (1Y)Largest decline over 1 year | -4.99% | -12.11% | +7.12% |
Max Drawdown (5Y)Largest decline over 5 years | -17.51% | -24.51% | +7.00% |
Max Drawdown (10Y)Largest decline over 10 years | -19.72% | -33.74% | +14.02% |
Current DrawdownCurrent decline from peak | -3.88% | -6.51% | +2.63% |
Average DrawdownAverage peak-to-trough decline | -3.68% | -12.84% | +9.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.28% | 2.53% | -1.25% |
Volatility
BIICX vs. WFSPX - Volatility Comparison
The current volatility for BlackRock Multi-Asset Income Portfolio (BIICX) is 2.60%, while iShares S&P 500 Index Fund (WFSPX) has a volatility of 5.17%. This indicates that BIICX 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.
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Volatility by Period
| BIICX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.60% | 5.17% | -2.57% |
Volatility (6M)Calculated over the trailing 6-month period | 3.81% | 9.44% | -5.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.31% | 18.21% | -11.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.22% | 16.88% | -10.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.02% | 18.00% | -11.98% |