BILPX vs. VTI

In the year-to-date period, BILPX achieves a 3.40% return, which is significantly higher than VTI's -3.75% return. Over the past 10 years, BILPX has underperformed VTI with an annualized return of -3.13%, while VTI has yielded a comparatively higher 11.77% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

BILPX has a 1.16% expense ratio, which is higher than VTI's 0.03% expense ratio.

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.

The current BILPX Sharpe Ratio is 1.10, which is higher than the VTI Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of BILPX and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BILPX's dividend yield for the trailing twelve months is around 1.54%, more than VTI's 1.35% yield.

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.