BKT vs. WFSPX
Compare and contrast key facts about BlackRock Income Trust (BKT) and iShares S&P 500 Index Fund (WFSPX).
BKT is managed by BlackRock. It was launched on Jan 2, 1990. WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993.
Performance
BKT vs. WFSPX - Performance Comparison
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BKT vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BKT BlackRock Income Trust | -1.93% | 5.92% | 3.33% | 7.69% | -21.51% | -0.44% | 7.36% | 14.91% | -2.59% | 2.58% |
WFSPX iShares S&P 500 Index Fund | -7.06% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Returns By Period
In the year-to-date period, BKT achieves a -1.93% return, which is significantly higher than WFSPX's -7.06% return. Over the past 10 years, BKT has underperformed WFSPX with an annualized return of 1.07%, while WFSPX has yielded a comparatively higher 13.63% annualized return.
BKT
- 1D
- 0.86%
- 1M
- -4.51%
- YTD
- -1.93%
- 6M
- -1.35%
- 1Y
- -1.29%
- 3Y*
- 3.53%
- 5Y*
- -2.33%
- 10Y*
- 1.07%
WFSPX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.63%
- 1Y
- 14.40%
- 3Y*
- 17.13%
- 5Y*
- 11.37%
- 10Y*
- 13.63%
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BKT vs. WFSPX - Expense Ratio Comparison
BKT has a 2.06% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
BKT vs. WFSPX — Risk / Return Rank
BKT
WFSPX
BKT vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Income Trust (BKT) and iShares S&P 500 Index Fund (WFSPX). 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.
| BKT | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.16 | 0.84 | -1.00 |
Sortino ratioReturn per unit of downside risk | -0.17 | 1.30 | -1.47 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.20 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | -0.10 | 1.06 | -1.16 |
Martin ratioReturn relative to average drawdown | -0.23 | 5.13 | -5.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BKT | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.16 | 0.84 | -1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.21 | 0.68 | -0.89 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.76 | -0.65 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.13 | +0.01 |
Correlation
The correlation between BKT and WFSPX is 0.07, 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.
Dividends
BKT vs. WFSPX - Dividend Comparison
BKT's dividend yield for the trailing twelve months is around 9.97%, more than WFSPX's 1.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKT BlackRock Income Trust | 9.97% | 9.53% | 9.19% | 8.69% | 8.35% | 7.31% | 6.80% | 6.82% | 6.48% | 5.15% | 5.09% | 5.89% |
WFSPX iShares S&P 500 Index Fund | 1.58% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Drawdowns
BKT vs. WFSPX - Drawdown Comparison
The maximum BKT drawdown since its inception was -48.86%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for BKT and WFSPX.
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Drawdown Indicators
| BKT | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.86% | -58.21% | +9.35% |
Max Drawdown (1Y)Largest decline over 1 year | -5.89% | -12.11% | +6.22% |
Max Drawdown (5Y)Largest decline over 5 years | -35.70% | -24.51% | -11.19% |
Max Drawdown (10Y)Largest decline over 10 years | -35.70% | -33.74% | -1.96% |
Current DrawdownCurrent decline from peak | -19.16% | -8.90% | -10.26% |
Average DrawdownAverage peak-to-trough decline | -14.74% | -12.84% | -1.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 2.49% | +0.21% |
Volatility
BKT vs. WFSPX - Volatility Comparison
The current volatility for BlackRock Income Trust (BKT) is 2.55%, while iShares S&P 500 Index Fund (WFSPX) has a volatility of 4.24%. This indicates that BKT experiences smaller price fluctuations and is considered to be less risky than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BKT | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.55% | 4.24% | -1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 4.60% | 9.08% | -4.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.91% | 18.06% | -10.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.25% | 16.84% | -5.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.70% | 17.98% | -8.28% |