BIREX vs. VOO
Compare and contrast key facts about BlackRock Real Estate Securities Fund (BIREX) and Vanguard S&P 500 ETF (VOO).
BIREX is managed by Blackrock. It was launched on Sep 28, 2012. 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: BIREX or VOO.
Correlation
The correlation between BIREX and VOO is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BIREX vs. VOO - Performance Comparison
Key characteristics
BIREX:
0.33
VOO:
2.25
BIREX:
0.54
VOO:
2.98
BIREX:
1.07
VOO:
1.42
BIREX:
0.19
VOO:
3.31
BIREX:
1.07
VOO:
14.77
BIREX:
4.72%
VOO:
1.90%
BIREX:
15.53%
VOO:
12.46%
BIREX:
-41.92%
VOO:
-33.99%
BIREX:
-16.48%
VOO:
-2.47%
Returns By Period
In the year-to-date period, BIREX achieves a 2.91% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, BIREX has underperformed VOO with an annualized return of 3.56%, while VOO has yielded a comparatively higher 13.08% annualized return.
BIREX
2.91%
-5.67%
6.99%
3.98%
3.61%
3.56%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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BIREX vs. VOO - Expense Ratio Comparison
BIREX has a 0.75% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BIREX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Real Estate Securities Fund (BIREX) 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
BIREX vs. VOO - Dividend Comparison
BIREX's dividend yield for the trailing twelve months is around 2.90%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIREX BlackRock Real Estate Securities Fund | 2.90% | 2.87% | 2.88% | 1.63% | 2.72% | 1.64% | 3.08% | 1.84% | 1.63% | 1.62% | 1.33% | 2.93% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BIREX vs. VOO - Drawdown Comparison
The maximum BIREX drawdown since its inception was -41.92%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BIREX and VOO. For additional features, visit the drawdowns tool.
Volatility
BIREX vs. VOO - Volatility Comparison
BlackRock Real Estate Securities Fund (BIREX) has a higher volatility of 5.40% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that BIREX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.