BRHYX vs. IVV
Compare and contrast key facts about BlackRock High Yield K (BRHYX) and iShares Core S&P 500 ETF (IVV).
BRHYX is managed by BlackRock. It was launched on Jan 5, 2001. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRHYX or IVV.
Correlation
The correlation between BRHYX and IVV is 0.36, 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
BRHYX vs. IVV - Performance Comparison
Key characteristics
BRHYX:
2.73
IVV:
1.88
BRHYX:
4.43
IVV:
2.53
BRHYX:
1.64
IVV:
1.34
BRHYX:
5.27
IVV:
2.83
BRHYX:
17.04
IVV:
11.73
BRHYX:
0.57%
IVV:
2.03%
BRHYX:
3.56%
IVV:
12.65%
BRHYX:
-34.77%
IVV:
-55.25%
BRHYX:
-0.28%
IVV:
0.00%
Returns By Period
In the year-to-date period, BRHYX achieves a 1.27% return, which is significantly lower than IVV's 4.62% return. Over the past 10 years, BRHYX has underperformed IVV with an annualized return of 4.93%, while IVV has yielded a comparatively higher 13.29% annualized return.
BRHYX
1.27%
0.70%
3.30%
9.71%
4.42%
4.93%
IVV
4.62%
2.60%
10.01%
25.06%
14.79%
13.29%
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BRHYX vs. IVV - Expense Ratio Comparison
BRHYX has a 0.48% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
BRHYX vs. IVV — Risk-Adjusted Performance Rank
BRHYX
IVV
BRHYX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock High Yield K (BRHYX) and iShares Core S&P 500 ETF (IVV). 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
BRHYX vs. IVV - Dividend Comparison
BRHYX's dividend yield for the trailing twelve months is around 7.08%, more than IVV's 1.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRHYX BlackRock High Yield K | 7.08% | 7.14% | 6.75% | 5.95% | 4.81% | 5.22% | 5.68% | 6.32% | 5.74% | 5.67% | 5.78% | 5.98% |
IVV iShares Core S&P 500 ETF | 1.24% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
BRHYX vs. IVV - Drawdown Comparison
The maximum BRHYX drawdown since its inception was -34.77%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for BRHYX and IVV. For additional features, visit the drawdowns tool.
Volatility
BRHYX vs. IVV - Volatility Comparison
The current volatility for BlackRock High Yield K (BRHYX) is 0.90%, while iShares Core S&P 500 ETF (IVV) has a volatility of 2.99%. This indicates that BRHYX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.