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BKCC vs. VFV.TO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BKCC vs. VFV.TO

Last updated May 11, 2025

Compare and contrast key facts about BlackRock Capital Investment Corporation (BKCC) and Vanguard S&P 500 Index ETF (VFV.TO).

VFV.TO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Nov 2, 2012.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BKCC or VFV.TO.

Correlation

The correlation between BKCC and VFV.TO is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

BKCC vs. VFV.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Capital Investment Corporation (BKCC) and Vanguard S&P 500 Index ETF (VFV.TO). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

BKCC

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VFV.TO

YTD

-6.48%

1M

6.89%

6M

-5.02%

1Y

11.53%

5Y*

15.41%

10Y*

13.82%

*Annualized

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Risk-Adjusted Performance

BKCC vs. VFV.TO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BKCC
The Risk-Adjusted Performance Rank of BKCC is 7373
Overall Rank
The Sharpe Ratio Rank of BKCC is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of BKCC is 6969
Sortino Ratio Rank
The Omega Ratio Rank of BKCC is 6969
Omega Ratio Rank
The Calmar Ratio Rank of BKCC is 7575
Calmar Ratio Rank
The Martin Ratio Rank of BKCC is 7575
Martin Ratio Rank
VFV.TO
The Risk-Adjusted Performance Rank of VFV.TO is 6868
Overall Rank
The Sharpe Ratio Rank of VFV.TO is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of VFV.TO is 6666
Sortino Ratio Rank
The Omega Ratio Rank of VFV.TO is 7171
Omega Ratio Rank
The Calmar Ratio Rank of VFV.TO is 7171
Calmar Ratio Rank
The Martin Ratio Rank of VFV.TO is 6666
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BKCC vs. VFV.TO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Capital Investment Corporation (BKCC) and Vanguard S&P 500 Index ETF (VFV.TO). 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.

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Dividends

BKCC vs. VFV.TO - Dividend Comparison

BKCC has not paid dividends to shareholders, while VFV.TO's dividend yield for the trailing twelve months is around 1.09%.

TTM20242023202220212020201920182017201620152014
BKCC
BlackRock Capital Investment Corporation		0.00%2.72%10.34%13.81%10.00%16.36%12.86%13.61%11.56%12.07%8.94%10.85%
VFV.TO
Vanguard S&P 500 Index ETF		1.09%0.99%1.20%1.31%1.06%1.33%1.55%1.68%1.50%1.66%1.63%1.48%

Drawdowns

BKCC vs. VFV.TO - Drawdown Comparison

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Volatility

BKCC vs. VFV.TO - Volatility Comparison

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