BLDIX vs. VT
BLDIX (BlackRock Managed Income Fund) and VT (Vanguard Total World Stock ETF) are both funds - BLDIX is a Diversified Portfolio fund managed by BlackRock, while VT is a Global Equities fund tracking the FTSE Global All Cap Index. Over the past 10 years, BLDIX returned 4.08%/yr vs 12.39%/yr for VT. At a 0.06 correlation, their price movements are largely independent. BLDIX charges 0.41%/yr vs 0.06%/yr for VT.
Performance
BLDIX vs. VT - Performance Comparison
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Returns By Period
In the year-to-date period, BLDIX achieves a 1.99% return, which is significantly lower than VT's 11.12% return. Over the past 10 years, BLDIX has underperformed VT with an annualized return of 4.08%, while VT has yielded a comparatively higher 12.39% annualized return.
BLDIX
- 1D
- 0.00%
- 1M
- 0.26%
- 6M
- 1.47%
- YTD
- 1.99%
- 1Y
- 6.51%
- 3Y*
- 7.47%
- 5Y*
- 3.23%
- 10Y*
- 4.08%
VT
- 1D
- -1.15%
- 1M
- 0.05%
- 6M
- 7.92%
- YTD
- 11.12%
- 1Y
- 22.67%
- 3Y*
- 18.64%
- 5Y*
- 10.55%
- 10Y*
- 12.39%
BLDIX vs. VT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BLDIX BlackRock Managed Income Fund | 1.99% | 9.87% | 5.19% | 8.69% | -9.88% | 5.26% | 5.81% | 9.78% | -0.64% | 5.32% |
VT Vanguard Total World Stock ETF | 11.12% | 22.43% | 16.49% | 22.02% | -18.00% | 18.27% | 16.59% | 26.81% | -9.76% | 24.50% |
Correlation
The correlation between BLDIX and VT is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.67 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.57 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Jun 26, 2008 | 0.06 |
Over the past year, BLDIX and VT have become more correlated (0.67) than their long-term average of 0.06, meaning their price movements have been converging.
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Return for Risk
BLDIX vs. VT — Risk / Return Rank
BLDIX
VT
BLDIX vs. VT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Managed Income Fund (BLDIX) and Vanguard Total World Stock ETF (VT). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BLDIX | VT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.25 | ||
| Sortino ratioReturn per unit of downside risk | -0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.30 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.61 | 2.35 | -0.75 |
| Martin ratioReturn relative to average drawdown | 6.67 | 10.04 | -3.36 |
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Drawdowns
BLDIX vs. VT - Drawdown Comparison
The maximum BLDIX drawdown since its inception was -14.47%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for BLDIX and VT.
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Drawdown Indicators
| BLDIX | VT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.47% | -50.27% | +35.80% |
Max Drawdown (1Y)Largest decline over 1 year | -3.87% | -9.67% | +5.80% |
Max Drawdown (3Y)Largest decline over 3 years | -5.03% | -16.51% | +11.48% |
Max Drawdown (5Y)Largest decline over 5 years | -14.17% | -26.38% | +12.21% |
Max Drawdown (10Y)Largest decline over 10 years | -14.33% | -34.24% | +19.91% |
Current DrawdownCurrent decline from peak | -0.41% | -1.87% | +1.46% |
Average DrawdownAverage peak-to-trough decline | -2.80% | -6.99% | +4.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 2.26% | -1.33% |
Volatility
BLDIX vs. VT - Volatility Comparison
The current volatility for BlackRock Managed Income Fund (BLDIX) is 1.31%, while Vanguard Total World Stock ETF (VT) has a volatility of 4.77%. This indicates that BLDIX experiences smaller price fluctuations and is considered to be less risky than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BLDIX | VT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.31% | 4.77% | -3.46% |
Volatility (6M)Calculated over the trailing 6-month period | 3.59% | 11.47% | -7.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.37% | 13.68% | -9.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.35% | 16.20% | -10.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.59% | 17.16% | -11.57% |
BLDIX vs. VT - Expense Ratio Comparison
BLDIX has a 0.41% expense ratio, which is higher than VT's 0.06% expense ratio.
Dividends
BLDIX vs. VT - Dividend Comparison
BLDIX's dividend yield for the trailing twelve months is around 5.48%, more than VT's 1.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLDIX BlackRock Managed Income Fund | 5.48% | 5.46% | 5.76% | 3.55% | 3.86% | 4.87% | 3.53% | 3.87% | 4.27% | 4.48% | 4.15% | 2.87% |
VT Vanguard Total World Stock ETF | 1.59% | 1.82% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% |
Frequently Asked Questions
BLDIX and VT have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VT has higher volatility (4.77%) compared to BLDIX (1.31%). In terms of maximum drawdown, BLDIX dropped -14.47% vs VT's -50.27%.
VT currently has the higher Sharpe Ratio (1.67 vs 1.42), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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