BINC vs. VWIAX
Compare and contrast key facts about BlackRock Flexible Income ETF (BINC) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX).
BINC is an actively managed fund by Blackrock. It was launched on Sep 19, 2023. VWIAX is managed by Vanguard. It was launched on May 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BINC or VWIAX.
Key characteristics
| BINC | VWIAX | |
|---|---|---|
| YTD Return | 5.36% | 8.32% |
| 1Y Return | 10.62% | 18.10% |
| Sharpe Ratio | 3.28 | 2.78 |
| Sortino Ratio | 5.40 | 4.33 |
| Omega Ratio | 1.74 | 1.59 |
| Calmar Ratio | 8.24 | 1.13 |
| Martin Ratio | 25.32 | 18.27 |
| Ulcer Index | 0.41% | 1.02% |
| Daily Std Dev | 3.20% | 6.69% |
| Max Drawdown | -1.95% | -23.93% |
| Current Drawdown | -0.60% | -1.33% |
Correlation
The correlation between BINC and VWIAX is 0.74, 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
BINC vs. VWIAX - Performance Comparison
In the year-to-date period, BINC achieves a 5.36% return, which is significantly lower than VWIAX's 8.32% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BINC vs. VWIAX - Expense Ratio Comparison
BINC has a 0.40% expense ratio, which is higher than VWIAX's 0.16% expense ratio.
Risk-Adjusted Performance
BINC vs. VWIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Flexible Income ETF (BINC) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX). 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
BINC vs. VWIAX - Dividend Comparison
BINC's dividend yield for the trailing twelve months is around 5.53%, less than VWIAX's 5.81% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BINC BlackRock Flexible Income ETF | 5.53% | 3.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 5.81% | 5.80% | 3.25% | 2.55% | 2.72% | 2.97% | 3.38% | 2.92% | 3.02% | 3.18% | 3.23% | 3.13% |
Drawdowns
BINC vs. VWIAX - Drawdown Comparison
The maximum BINC drawdown since its inception was -1.95%, smaller than the maximum VWIAX drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for BINC and VWIAX. For additional features, visit the drawdowns tool.
Volatility
BINC vs. VWIAX - Volatility Comparison
The current volatility for BlackRock Flexible Income ETF (BINC) is 0.66%, while Vanguard Wellesley Income Fund Admiral Shares (VWIAX) has a volatility of 1.49%. This indicates that BINC experiences smaller price fluctuations and is considered to be less risky than VWIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.