BILPX vs. VTI
Compare and contrast key facts about BlackRock Event Driven Equity Fund (BILPX) and Vanguard Total Stock Market ETF (VTI).
BILPX is managed by Blackrock. It was launched on Dec 18, 2007. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BILPX or VTI.
Correlation
The correlation between BILPX and VTI is 0.76, 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
BILPX vs. VTI - Performance Comparison
Key characteristics
BILPX:
0.69
VTI:
1.92
BILPX:
1.03
VTI:
2.56
BILPX:
1.12
VTI:
1.35
BILPX:
0.07
VTI:
2.88
BILPX:
3.42
VTI:
12.48
BILPX:
0.65%
VTI:
1.98%
BILPX:
3.20%
VTI:
12.86%
BILPX:
-47.50%
VTI:
-55.45%
BILPX:
-31.56%
VTI:
-3.99%
Returns By Period
In the year-to-date period, BILPX achieves a 1.70% return, which is significantly lower than VTI's 23.66% return. Over the past 10 years, BILPX has underperformed VTI with an annualized return of -3.48%, while VTI has yielded a comparatively higher 12.48% annualized return.
BILPX
1.70%
0.00%
1.91%
2.11%
1.70%
-3.48%
VTI
23.66%
-0.38%
8.51%
23.75%
13.89%
12.48%
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BILPX vs. VTI - Expense Ratio Comparison
BILPX has a 1.16% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
BILPX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Event Driven Equity Fund (BILPX) and Vanguard Total Stock Market ETF (VTI). 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
BILPX vs. VTI - Dividend Comparison
BILPX's dividend yield for the trailing twelve months is around 1.96%, more than VTI's 1.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BILPX BlackRock Event Driven Equity Fund | 1.96% | 1.99% | 1.17% | 0.45% | 0.00% | 0.57% | 0.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.29% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
BILPX vs. VTI - Drawdown Comparison
The maximum BILPX drawdown since its inception was -47.50%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for BILPX and VTI. For additional features, visit the drawdowns tool.
Volatility
BILPX vs. VTI - Volatility Comparison
The current volatility for BlackRock Event Driven Equity Fund (BILPX) is 0.89%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 3.85%. This indicates that BILPX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.