BIMPX vs. VOO
Compare and contrast key facts about BlackRock 40/60 Target Allocation Fund (BIMPX) and Vanguard S&P 500 ETF (VOO).
BIMPX is managed by Blackrock. It was launched on Dec 20, 2006. 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: BIMPX or VOO.
Correlation
The correlation between BIMPX and VOO is 0.88, 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
BIMPX vs. VOO - Performance Comparison
Key characteristics
BIMPX:
1.62
VOO:
1.89
BIMPX:
2.36
VOO:
2.54
BIMPX:
1.30
VOO:
1.35
BIMPX:
1.21
VOO:
2.83
BIMPX:
8.18
VOO:
11.83
BIMPX:
1.39%
VOO:
2.02%
BIMPX:
7.02%
VOO:
12.66%
BIMPX:
-41.30%
VOO:
-33.99%
BIMPX:
-0.08%
VOO:
-0.42%
Returns By Period
In the year-to-date period, BIMPX achieves a 3.06% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, BIMPX has underperformed VOO with an annualized return of 3.39%, while VOO has yielded a comparatively higher 13.26% annualized return.
BIMPX
3.06%
1.31%
3.33%
11.55%
3.77%
3.39%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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BIMPX vs. VOO - Expense Ratio Comparison
BIMPX has a 0.11% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
BIMPX vs. VOO — Risk-Adjusted Performance Rank
BIMPX
VOO
BIMPX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock 40/60 Target Allocation Fund (BIMPX) 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.
Dividends
BIMPX vs. VOO - Dividend Comparison
BIMPX's dividend yield for the trailing twelve months is around 3.32%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMPX BlackRock 40/60 Target Allocation Fund | 3.32% | 3.42% | 2.97% | 3.05% | 2.23% | 1.37% | 2.66% | 2.58% | 2.50% | 1.84% | 2.16% | 2.93% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BIMPX vs. VOO - Drawdown Comparison
The maximum BIMPX drawdown since its inception was -41.30%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BIMPX and VOO. For additional features, visit the drawdowns tool.
Volatility
BIMPX vs. VOO - Volatility Comparison
The current volatility for BlackRock 40/60 Target Allocation Fund (BIMPX) is 1.60%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that BIMPX 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.