Correlation
The correlation between BILPX 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.
BILPX vs. VOO
Compare and contrast key facts about BlackRock Event Driven Equity Fund (BILPX) and Vanguard S&P 500 ETF (VOO).
BILPX is managed by Blackrock. It was launched on Dec 18, 2007. 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: BILPX or VOO.
Performance
BILPX vs. VOO - Performance Comparison
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Key characteristics
BILPX:
1.54
VOO:
0.74
BILPX:
2.31
VOO:
1.04
BILPX:
1.35
VOO:
1.15
BILPX:
2.37
VOO:
0.68
BILPX:
10.48
VOO:
2.58
BILPX:
0.60%
VOO:
4.93%
BILPX:
4.17%
VOO:
19.54%
BILPX:
-47.50%
VOO:
-33.99%
BILPX:
0.00%
VOO:
-3.55%
Returns By Period
In the year-to-date period, BILPX achieves a 4.20% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, BILPX has underperformed VOO with an annualized return of 4.27%, while VOO has yielded a comparatively higher 12.81% annualized return.
BILPX
4.20%
1.07%
3.48%
6.17%
4.23%
3.95%
4.27%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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BILPX vs. VOO - Expense Ratio Comparison
BILPX has a 1.16% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BILPX vs. VOO — Risk-Adjusted Performance Rank
BILPX
VOO
BILPX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Event Driven Equity Fund (BILPX) 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.
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Dividends
BILPX vs. VOO - Dividend Comparison
BILPX's dividend yield for the trailing twelve months is around 2.00%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BILPX BlackRock Event Driven Equity Fund | 2.00% | 2.08% | 1.99% | 2.57% | 2.66% | 2.97% | 3.41% | 1.97% | 5.12% | 1.12% | 74.64% | 2.18% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BILPX vs. VOO - Drawdown Comparison
The maximum BILPX drawdown since its inception was -47.50%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BILPX and VOO.
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Volatility
BILPX vs. VOO - Volatility Comparison
The current volatility for BlackRock Event Driven Equity Fund (BILPX) is 1.03%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that BILPX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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