BKT vs. VOO
Compare and contrast key facts about BlackRock Income Trust (BKT) and Vanguard S&P 500 ETF (VOO).
BKT is managed by Blackrock. It was launched on Jan 2, 1990. 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: BKT or VOO.
Correlation
The correlation between BKT and VOO is 0.08, 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
BKT vs. VOO - Performance Comparison
Key characteristics
BKT:
0.36
VOO:
2.06
BKT:
0.56
VOO:
2.74
BKT:
1.07
VOO:
1.38
BKT:
0.12
VOO:
3.12
BKT:
1.01
VOO:
13.13
BKT:
3.60%
VOO:
2.01%
BKT:
10.19%
VOO:
12.79%
BKT:
-35.78%
VOO:
-33.99%
BKT:
-21.35%
VOO:
-2.30%
Returns By Period
In the year-to-date period, BKT achieves a 1.21% return, which is significantly higher than VOO's 1.01% return. Over the past 10 years, BKT has underperformed VOO with an annualized return of 1.61%, while VOO has yielded a comparatively higher 13.44% annualized return.
BKT
1.21%
-0.34%
0.41%
3.56%
-1.19%
1.61%
VOO
1.01%
-1.70%
7.82%
27.03%
14.08%
13.44%
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BKT vs. VOO - Expense Ratio Comparison
BKT has a 2.06% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BKT vs. VOO — Risk-Adjusted Performance Rank
BKT
VOO
BKT vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Income Trust (BKT) 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
BKT vs. VOO - Dividend Comparison
BKT's dividend yield for the trailing twelve months is around 9.13%, more than VOO's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKT BlackRock Income Trust | 9.13% | 9.17% | 8.67% | 8.26% | 7.22% | 6.72% | 6.74% | 6.49% | 5.25% | 5.18% | 5.89% | 6.59% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BKT vs. VOO - Drawdown Comparison
The maximum BKT drawdown since its inception was -35.78%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BKT and VOO. For additional features, visit the drawdowns tool.
Volatility
BKT vs. VOO - Volatility Comparison
The current volatility for BlackRock Income Trust (BKT) is 3.59%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.96%. This indicates that BKT experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.