BMCIX vs. XMHQ
Compare and contrast key facts about BlackRock High Equity Income Fund (BMCIX) and Invesco S&P MidCap Quality ETF (XMHQ).
BMCIX is managed by BlackRock. It was launched on Apr 30, 1998. XMHQ is a passively managed fund by Invesco that tracks the performance of the S&P MidCap 400 Index. It was launched on Dec 1, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BMCIX or XMHQ.
Correlation
The correlation between BMCIX and XMHQ is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BMCIX vs. XMHQ - Performance Comparison
Key characteristics
BMCIX:
1.20
XMHQ:
0.94
BMCIX:
1.74
XMHQ:
1.42
BMCIX:
1.21
XMHQ:
1.17
BMCIX:
0.35
XMHQ:
1.68
BMCIX:
5.07
XMHQ:
3.46
BMCIX:
2.24%
XMHQ:
5.00%
BMCIX:
9.44%
XMHQ:
18.45%
BMCIX:
-79.85%
XMHQ:
-58.19%
BMCIX:
-23.61%
XMHQ:
-6.21%
Returns By Period
In the year-to-date period, BMCIX achieves a 3.37% return, which is significantly lower than XMHQ's 3.95% return. Over the past 10 years, BMCIX has underperformed XMHQ with an annualized return of 1.61%, while XMHQ has yielded a comparatively higher 12.10% annualized return.
BMCIX
3.37%
3.37%
2.11%
11.82%
8.53%
1.61%
XMHQ
3.95%
3.95%
2.72%
17.94%
16.63%
12.10%
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BMCIX vs. XMHQ - Expense Ratio Comparison
BMCIX has a 0.85% expense ratio, which is higher than XMHQ's 0.25% expense ratio.
Risk-Adjusted Performance
BMCIX vs. XMHQ — Risk-Adjusted Performance Rank
BMCIX
XMHQ
BMCIX vs. XMHQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock High Equity Income Fund (BMCIX) and Invesco S&P MidCap Quality ETF (XMHQ). 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
BMCIX vs. XMHQ - Dividend Comparison
BMCIX's dividend yield for the trailing twelve months is around 7.57%, more than XMHQ's 5.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMCIX BlackRock High Equity Income Fund | 7.57% | 8.29% | 7.33% | 6.97% | 6.54% | 4.71% | 3.95% | 5.00% | 1.53% | 0.65% | 0.00% | 0.00% |
XMHQ Invesco S&P MidCap Quality ETF | 5.00% | 5.20% | 0.73% | 1.72% | 1.00% | 1.12% | 1.22% | 1.59% | 1.06% | 1.64% | 1.34% | 1.25% |
Drawdowns
BMCIX vs. XMHQ - Drawdown Comparison
The maximum BMCIX drawdown since its inception was -79.85%, which is greater than XMHQ's maximum drawdown of -58.19%. Use the drawdown chart below to compare losses from any high point for BMCIX and XMHQ. For additional features, visit the drawdowns tool.
Volatility
BMCIX vs. XMHQ - Volatility Comparison
The current volatility for BlackRock High Equity Income Fund (BMCIX) is 2.74%, while Invesco S&P MidCap Quality ETF (XMHQ) has a volatility of 4.63%. This indicates that BMCIX experiences smaller price fluctuations and is considered to be less risky than XMHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.