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:
0.24
VOO:
1.76
BIRIX:
0.38
VOO:
2.37
BIRIX:
1.07
VOO:
1.32
BIRIX:
0.23
VOO:
2.66
BIRIX:
0.54
VOO:
11.10
BIRIX:
7.87%
VOO:
2.02%
BIRIX:
17.89%
VOO:
12.79%
BIRIX:
-34.67%
VOO:
-33.99%
BIRIX:
-9.67%
VOO:
-2.11%
Returns By Period
In the year-to-date period, BIRIX achieves a 2.22% return, which is significantly lower than VOO's 2.40% return.
BIRIX
2.22%
-1.81%
1.38%
1.91%
8.69%
N/A
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 0.89%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIRIX BlackRock Sustainable Advantage Large Cap Core Fund | 0.89% | 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 | 1.22% | 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) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.42% and 3.38%, 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.