BIRIX vs. VITPX
BIRIX (BlackRock Sustainable Advantage Large Cap Core Fund) and VITPX (Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares) are both Large Cap Blend Equities funds. Over the past 10 years, BIRIX returned 15.53%/yr vs 15.10%/yr for VITPX. With a 0.99 correlation, they move nearly in lockstep. BIRIX charges 0.48%/yr vs 0.02%/yr for VITPX.
Performance
BIRIX vs. VITPX - Performance Comparison
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Returns By Period
In the year-to-date period, BIRIX achieves a 12.54% return, which is significantly higher than VITPX's 11.14% return. Both investments have delivered pretty close results over the past 10 years, with BIRIX having a 15.53% annualized return and VITPX not far behind at 15.10%.
BIRIX
- 1D
- -0.67%
- 1M
- 4.85%
- YTD
- 12.54%
- 6M
- 12.56%
- 1Y
- 31.40%
- 3Y*
- 22.45%
- 5Y*
- 12.95%
- 10Y*
- 15.53%
VITPX
- 1D
- -0.76%
- 1M
- 4.07%
- YTD
- 11.14%
- 6M
- 10.88%
- 1Y
- 28.14%
- 3Y*
- 22.61%
- 5Y*
- 13.02%
- 10Y*
- 15.10%
BIRIX vs. VITPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIRIX BlackRock Sustainable Advantage Large Cap Core Fund | 12.54% | 18.97% | 21.83% | 25.55% | -19.73% | 28.16% | 22.41% | 31.19% | -5.94% | 20.95% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | 11.14% | 17.17% | 25.43% | 26.01% | -19.48% | 25.76% | 20.95% | 30.87% | -5.59% | 20.51% |
Correlation
The correlation between BIRIX and VITPX is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.97 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.98 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016 | 0.99 |
The correlation between BIRIX and VITPX has been stable across timeframes, ranging from 0.97 to 0.99 - a consistent structural relationship.
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Return for Risk
BIRIX vs. VITPX — Risk / Return Rank
BIRIX
VITPX
BIRIX vs. VITPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Sustainable Advantage Large Cap Core Fund (BIRIX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX). 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.
| BIRIX | VITPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.28 | ||
| Sortino ratioReturn per unit of downside risk | +0.38 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.42 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.74 | 3.17 | +0.57 |
| Martin ratioReturn relative to average drawdown | 17.87 | 14.64 | +3.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BIRIX | VITPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.60 | 2.32 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.75 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.82 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.50 | +0.31 |
Drawdowns
BIRIX vs. VITPX - Drawdown Comparison
The maximum BIRIX drawdown since its inception was -34.67%, smaller than the maximum VITPX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for BIRIX and VITPX.
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Drawdown Indicators
| BIRIX | VITPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.67% | -55.28% | +20.61% |
Max Drawdown (1Y)Largest decline over 1 year | -8.46% | -8.92% | +0.46% |
Max Drawdown (3Y)Largest decline over 3 years | -20.97% | -19.35% | -1.62% |
Max Drawdown (5Y)Largest decline over 5 years | -25.88% | -25.31% | -0.57% |
Max Drawdown (10Y)Largest decline over 10 years | -34.67% | -34.99% | +0.32% |
Current DrawdownCurrent decline from peak | -0.67% | -0.76% | +0.09% |
Average DrawdownAverage peak-to-trough decline | -4.95% | -8.02% | +3.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.77% | 1.93% | -0.16% |
Volatility
BIRIX vs. VITPX - Volatility Comparison
BlackRock Sustainable Advantage Large Cap Core Fund (BIRIX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) have volatilities of 3.12% and 3.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIRIX | VITPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.12% | 3.05% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 9.20% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.19% | 12.22% | -0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.57% | 17.35% | +1.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.05% | 18.41% | +0.64% |
BIRIX vs. VITPX - Expense Ratio Comparison
BIRIX has a 0.48% expense ratio, which is higher than VITPX's 0.02% expense ratio.
Dividends
BIRIX vs. VITPX - Dividend Comparison
BIRIX's dividend yield for the trailing twelve months is around 5.79%, more than VITPX's 2.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIRIX BlackRock Sustainable Advantage Large Cap Core Fund | 5.79% | 6.51% | 15.58% | 1.01% | 1.22% | 5.79% | 3.69% | 2.95% | 8.26% | 4.89% | 2.78% | 0.00% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | 2.26% | 2.64% | 4.14% | 2.41% | 6.48% | 5.38% | 11.57% | 2.91% | 3.93% | 1.90% | 2.80% | 2.30% |
Frequently Asked Questions
With a correlation of 0.99, BIRIX and VITPX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
BIRIX has higher volatility (3.12%) compared to VITPX (3.05%). In terms of maximum drawdown, BIRIX dropped -34.67% vs VITPX's -55.28%.
BIRIX currently has the higher Sharpe Ratio (2.60 vs 2.32), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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