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:
1.06
VOO:
0.32
BKT:
1.54
VOO:
0.57
BKT:
1.20
VOO:
1.08
BKT:
0.37
VOO:
0.32
BKT:
3.30
VOO:
1.42
BKT:
3.27%
VOO:
4.19%
BKT:
10.18%
VOO:
18.73%
BKT:
-35.70%
VOO:
-33.99%
BKT:
-20.74%
VOO:
-13.85%
Returns By Period
In the year-to-date period, BKT achieves a 1.85% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, BKT has underperformed VOO with an annualized return of 1.67%, while VOO has yielded a comparatively higher 11.64% annualized return.
BKT
1.85%
-1.74%
-2.78%
9.53%
-1.05%
1.67%
VOO
-9.88%
-5.88%
-9.00%
6.61%
14.69%
11.64%
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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 9.30%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKT BlackRock Income Trust | 9.30% | 9.19% | 8.69% | 8.35% | 7.31% | 6.80% | 6.82% | 6.48% | 5.15% | 5.09% | 5.89% | 6.59% |
VOO Vanguard S&P 500 ETF | 1.44% | 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 -35.70%, 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 4.31%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. 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.