BIRIX vs. VSTSX
Compare and contrast key facts about BlackRock Sustainable Advantage Large Cap Core Fund (BIRIX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX).
BIRIX is managed by BlackRock. It was launched on Oct 5, 2015. VSTSX is managed by Vanguard. It was launched on Jun 27, 2016.
Performance
BIRIX vs. VSTSX - Performance Comparison
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BIRIX vs. VSTSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIRIX BlackRock Sustainable Advantage Large Cap Core Fund | -6.57% | 18.97% | 21.83% | 25.55% | -19.73% | 28.16% | 22.41% | 31.19% | -5.94% | 19.99% |
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares | -6.74% | 17.16% | 23.27% | 26.54% | -19.49% | 25.75% | 21.02% | 30.81% | -5.15% | 20.21% |
Returns By Period
The year-to-date returns for both stocks are quite close, with BIRIX having a -6.57% return and VSTSX slightly lower at -6.74%.
BIRIX
- 1D
- -0.54%
- 1M
- -7.31%
- YTD
- -6.57%
- 6M
- -3.46%
- 1Y
- 17.06%
- 3Y*
- 16.57%
- 5Y*
- 10.33%
- 10Y*
- 13.60%
VSTSX
- 1D
- -0.46%
- 1M
- -7.71%
- YTD
- -6.74%
- 6M
- -4.45%
- 1Y
- 14.80%
- 3Y*
- 16.73%
- 5Y*
- 10.15%
- 10Y*
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BIRIX vs. VSTSX - Expense Ratio Comparison
BIRIX has a 0.48% expense ratio, which is higher than VSTSX's 0.01% expense ratio.
Return for Risk
BIRIX vs. VSTSX — Risk / Return Rank
BIRIX
VSTSX
BIRIX vs. VSTSX - 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 Total Stock Market Index Fund Institutional Select Shares (VSTSX). 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 | VSTSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.84 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.30 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.05 | +0.19 |
Martin ratioReturn relative to average drawdown | 6.24 | 5.10 | +1.14 |
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 | VSTSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.84 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.59 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.70 | +0.02 |
Correlation
The correlation between BIRIX and VSTSX is 0.99, 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.
Dividends
BIRIX vs. VSTSX - Dividend Comparison
BIRIX's dividend yield for the trailing twelve months is around 6.97%, more than VSTSX's 1.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIRIX BlackRock Sustainable Advantage Large Cap Core Fund | 6.97% | 6.51% | 15.58% | 1.01% | 1.22% | 5.79% | 3.69% | 2.95% | 8.26% | 4.89% | 2.78% |
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares | 1.23% | 1.13% | 1.27% | 1.43% | 1.67% | 1.23% | 1.44% | 1.79% | 2.07% | 1.74% | 0.00% |
Drawdowns
BIRIX vs. VSTSX - Drawdown Comparison
The maximum BIRIX drawdown since its inception was -34.67%, roughly equal to the maximum VSTSX drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for BIRIX and VSTSX.
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Drawdown Indicators
| BIRIX | VSTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.67% | -34.97% | +0.30% |
Max Drawdown (1Y)Largest decline over 1 year | -12.26% | -12.41% | +0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -25.88% | -25.35% | -0.53% |
Max Drawdown (10Y)Largest decline over 10 years | -34.67% | — | — |
Current DrawdownCurrent decline from peak | -8.46% | -8.92% | +0.46% |
Average DrawdownAverage peak-to-trough decline | -5.02% | -4.97% | -0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 2.56% | -0.12% |
Volatility
BIRIX vs. VSTSX - Volatility Comparison
BlackRock Sustainable Advantage Large Cap Core Fund (BIRIX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) have volatilities of 4.37% and 4.40%, 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 | VSTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 4.40% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 9.33% | -0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.33% | 18.42% | -0.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.51% | 17.33% | +1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.01% | 18.84% | +0.17% |