BIRIX vs. VOO
Compare and contrast key facts about BlackRock Sustainable Advantage Large Cap Core Fund (BIRIX) and Vanguard S&P 500 ETF (VOO).
BIRIX is managed by Blackrock. It was launched on Oct 5, 2015. 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: BIRIX or VOO.
Correlation
The correlation between BIRIX and VOO is 0.98, 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
BIRIX vs. VOO - Performance Comparison
Key characteristics
BIRIX:
-0.84
VOO:
-0.07
BIRIX:
-0.94
VOO:
0.01
BIRIX:
0.84
VOO:
1.00
BIRIX:
-0.71
VOO:
-0.07
BIRIX:
-1.82
VOO:
-0.36
BIRIX:
9.40%
VOO:
3.31%
BIRIX:
20.26%
VOO:
15.79%
BIRIX:
-34.67%
VOO:
-33.99%
BIRIX:
-24.09%
VOO:
-17.13%
Returns By Period
In the year-to-date period, BIRIX achieves a -14.10% return, which is significantly lower than VOO's -13.30% return.
BIRIX
-14.10%
-13.49%
-16.55%
-16.08%
11.77%
N/A
VOO
-13.30%
-12.91%
-11.02%
0.06%
17.17%
11.35%
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BIRIX vs. VOO - Expense Ratio Comparison
BIRIX has a 0.48% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BIRIX vs. VOO — Risk-Adjusted Performance Rank
BIRIX
VOO
BIRIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Sustainable Advantage Large Cap Core Fund (BIRIX) 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
BIRIX vs. VOO - Dividend Comparison
BIRIX's dividend yield for the trailing twelve months is around 1.06%, less than VOO's 1.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIRIX BlackRock Sustainable Advantage Large Cap Core Fund | 1.06% | 0.91% | 1.01% | 1.22% | 0.56% | 0.94% | 2.94% | 1.50% | 1.22% | 1.50% | 0.54% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.50% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BIRIX vs. VOO - Drawdown Comparison
The maximum BIRIX drawdown since its inception was -34.67%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BIRIX and VOO. For additional features, visit the drawdowns tool.
Volatility
BIRIX vs. VOO - Volatility Comparison
BlackRock Sustainable Advantage Large Cap Core Fund (BIRIX) has a higher volatility of 9.59% compared to Vanguard S&P 500 ETF (VOO) at 9.12%. This indicates that BIRIX'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.