BISIX vs. SPY
Compare and contrast key facts about BlackRock International Dividend Fund (BISIX) and SPDR S&P 500 ETF (SPY).
BISIX is managed by Blackrock. It was launched on Sep 26, 1997. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BISIX or SPY.
Correlation
The correlation between BISIX and SPY is 0.63, 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
BISIX vs. SPY - Performance Comparison
Key characteristics
Returns By Period
BISIX
N/A
N/A
N/A
N/A
N/A
N/A
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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BISIX vs. SPY - Expense Ratio Comparison
BISIX has a 0.84% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
BISIX vs. SPY — Risk-Adjusted Performance Rank
BISIX
SPY
BISIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock International Dividend Fund (BISIX) and SPDR S&P 500 ETF (SPY). 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
BISIX vs. SPY - Dividend Comparison
BISIX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BISIX BlackRock International Dividend Fund | 1.50% | 1.50% | 1.72% | 1.45% | 2.30% | 2.26% | 2.39% | 2.88% | 1.37% | 4.75% | 0.20% | 2.84% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BISIX vs. SPY - Drawdown Comparison
Volatility
BISIX vs. SPY - Volatility Comparison
The current volatility for BlackRock International Dividend Fund (BISIX) is 0.00%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.38%. This indicates that BISIX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.