BLDIX vs. VOO
Compare and contrast key facts about BlackRock Managed Income Fund (BLDIX) and Vanguard S&P 500 ETF (VOO).
BLDIX is managed by BlackRock. It was launched on Oct 18, 2007. 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.
Performance
BLDIX vs. VOO - Performance Comparison
Loading graphics...
BLDIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BLDIX BlackRock Managed Income Fund | -1.46% | 9.87% | 5.19% | 8.69% | -9.88% | 5.26% | 5.81% | 9.78% | -0.64% | 5.32% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, BLDIX achieves a -1.46% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, BLDIX has underperformed VOO with an annualized return of 4.17%, while VOO has yielded a comparatively higher 14.05% annualized return.
BLDIX
- 1D
- 0.32%
- 1M
- -3.56%
- YTD
- -1.46%
- 6M
- -0.10%
- 1Y
- 5.83%
- 3Y*
- 5.94%
- 5Y*
- 3.07%
- 10Y*
- 4.17%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BLDIX vs. VOO - Expense Ratio Comparison
BLDIX has a 0.41% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
BLDIX vs. VOO — Risk / Return Rank
BLDIX
VOO
BLDIX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Managed Income Fund (BLDIX) 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.
| BLDIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 0.98 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.94 | 1.50 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.53 | +0.19 |
Martin ratioReturn relative to average drawdown | 7.29 | 7.29 | 0.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BLDIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 0.98 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.70 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.78 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.83 | -0.16 |
Correlation
The correlation between BLDIX and VOO is 0.12, 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
BLDIX vs. VOO - Dividend Comparison
BLDIX's dividend yield for the trailing twelve months is around 5.22%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLDIX BlackRock Managed Income Fund | 5.22% | 5.46% | 5.76% | 3.55% | 3.86% | 4.87% | 3.53% | 3.87% | 4.27% | 4.48% | 4.15% | 2.87% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
BLDIX vs. VOO - Drawdown Comparison
The maximum BLDIX drawdown since its inception was -14.47%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BLDIX and VOO.
Loading graphics...
Drawdown Indicators
| BLDIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.47% | -33.99% | +19.52% |
Max Drawdown (1Y)Largest decline over 1 year | -3.87% | -11.98% | +8.11% |
Max Drawdown (5Y)Largest decline over 5 years | -14.17% | -24.52% | +10.35% |
Max Drawdown (10Y)Largest decline over 10 years | -14.33% | -33.99% | +19.66% |
Current DrawdownCurrent decline from peak | -3.56% | -6.29% | +2.73% |
Average DrawdownAverage peak-to-trough decline | -2.83% | -3.72% | +0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 2.52% | -1.61% |
Volatility
BLDIX vs. VOO - Volatility Comparison
The current volatility for BlackRock Managed Income Fund (BLDIX) is 1.78%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that BLDIX 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.
Loading graphics...
Volatility by Period
| BLDIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.78% | 5.29% | -3.51% |
Volatility (6M)Calculated over the trailing 6-month period | 2.89% | 9.44% | -6.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.66% | 18.10% | -13.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.23% | 16.82% | -11.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.56% | 17.99% | -12.43% |