BIMBX vs. VT
Compare and contrast key facts about BlackRock Systematic Multi-Strategy Class I (BIMBX) and Vanguard Total World Stock ETF (VT).
BIMBX is managed by Blackrock. It was launched on May 19, 2015. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIMBX or VT.
Correlation
The correlation between BIMBX and VT is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BIMBX vs. VT - Performance Comparison
Loading data...
Key characteristics
BIMBX:
1.55
VT:
0.69
BIMBX:
2.20
VT:
1.12
BIMBX:
1.28
VT:
1.16
BIMBX:
2.10
VT:
0.77
BIMBX:
5.24
VT:
3.39
BIMBX:
1.15%
VT:
3.77%
BIMBX:
4.04%
VT:
17.78%
BIMBX:
-8.73%
VT:
-50.27%
BIMBX:
-1.24%
VT:
-1.00%
Returns By Period
In the year-to-date period, BIMBX achieves a 2.38% return, which is significantly lower than VT's 4.47% return.
BIMBX
2.38%
0.88%
1.34%
6.24%
3.72%
N/A
VT
4.47%
9.07%
2.76%
12.12%
14.77%
9.01%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BIMBX vs. VT - Expense Ratio Comparison
BIMBX has a 0.98% expense ratio, which is higher than VT's 0.07% expense ratio.
Risk-Adjusted Performance
BIMBX vs. VT — Risk-Adjusted Performance Rank
BIMBX
VT
BIMBX vs. VT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Systematic Multi-Strategy Class I (BIMBX) and Vanguard Total World Stock ETF (VT). 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.
Loading data...
Dividends
BIMBX vs. VT - Dividend Comparison
BIMBX's dividend yield for the trailing twelve months is around 3.98%, more than VT's 1.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMBX BlackRock Systematic Multi-Strategy Class I | 3.98% | 4.07% | 4.48% | 4.99% | 2.62% | 1.71% | 4.19% | 3.95% | 2.18% | 1.69% | 1.23% | 0.00% |
VT Vanguard Total World Stock ETF | 1.85% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% |
Drawdowns
BIMBX vs. VT - Drawdown Comparison
The maximum BIMBX drawdown since its inception was -8.73%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for BIMBX and VT. For additional features, visit the drawdowns tool.
Loading data...
Volatility
BIMBX vs. VT - Volatility Comparison
The current volatility for BlackRock Systematic Multi-Strategy Class I (BIMBX) is 1.06%, while Vanguard Total World Stock ETF (VT) has a volatility of 4.69%. This indicates that BIMBX experiences smaller price fluctuations and is considered to be less risky than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...