BKLN vs. VIG
Compare and contrast key facts about Invesco Senior Loan ETF (BKLN) and Vanguard Dividend Appreciation ETF (VIG).
BKLN and VIG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BKLN is a passively managed fund by Invesco that tracks the performance of the S&P/LSTA U.S. Leveraged Loan 100 Index. It was launched on Mar 3, 2011. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006. Both BKLN and VIG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BKLN or VIG.
Key characteristics
| BKLN | VIG | |
|---|---|---|
| YTD Return | 2.15% | 4.07% |
| 1Y Return | 10.23% | 14.77% |
| 3Y Return (Ann) | 4.48% | 6.90% |
| 5Y Return (Ann) | 3.66% | 11.57% |
| 10Y Return (Ann) | 3.17% | 11.12% |
| Sharpe Ratio | 4.14 | 1.50 |
| Daily Std Dev | 2.53% | 10.05% |
| Max Drawdown | -24.17% | -46.81% |
| Current Drawdown | 0.00% | -3.49% |
Correlation
The correlation between BKLN and VIG is 0.48, 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
BKLN vs. VIG - Performance Comparison
In the year-to-date period, BKLN achieves a 2.15% return, which is significantly lower than VIG's 4.07% return. Over the past 10 years, BKLN has underperformed VIG with an annualized return of 3.17%, while VIG has yielded a comparatively higher 11.12% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BKLN vs. VIG - Expense Ratio Comparison
BKLN has a 0.65% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
BKLN vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Senior Loan ETF (BKLN) and Vanguard Dividend Appreciation ETF (VIG). 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
BKLN vs. VIG - Dividend Comparison
BKLN's dividend yield for the trailing twelve months is around 8.81%, more than VIG's 1.83% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKLN Invesco Senior Loan ETF | 8.81% | 8.59% | 4.93% | 3.11% | 3.56% | 4.84% | 4.52% | 3.50% | 4.54% | 4.12% | 4.12% | 4.40% |
VIG Vanguard Dividend Appreciation ETF | 1.83% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
BKLN vs. VIG - Drawdown Comparison
The maximum BKLN drawdown since its inception was -24.17%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for BKLN and VIG. For additional features, visit the drawdowns tool.
Volatility
BKLN vs. VIG - Volatility Comparison
The current volatility for Invesco Senior Loan ETF (BKLN) is 0.69%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 3.09%. This indicates that BKLN experiences smaller price fluctuations and is considered to be less risky than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.