Correlation
The correlation between BRTR and VFIAX is 0.20, 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.
BRTR vs. VFIAX
Compare and contrast key facts about Blackrock Total Return ETF (BRTR) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
BRTR is an actively managed fund by BlackRock. It was launched on Dec 12, 2023. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRTR or VFIAX.
Performance
BRTR vs. VFIAX - Performance Comparison
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Key characteristics
BRTR:
1.11
VFIAX:
0.73
BRTR:
1.57
VFIAX:
1.04
BRTR:
1.19
VFIAX:
1.15
BRTR:
1.12
VFIAX:
0.69
BRTR:
2.50
VFIAX:
2.62
BRTR:
2.27%
VFIAX:
4.93%
BRTR:
5.24%
VFIAX:
19.77%
BRTR:
-5.07%
VFIAX:
-55.20%
BRTR:
-1.58%
VFIAX:
-3.43%
Returns By Period
In the year-to-date period, BRTR achieves a 2.60% return, which is significantly higher than VFIAX's 1.04% return.
BRTR
2.60%
-0.10%
0.55%
5.38%
N/A
N/A
N/A
VFIAX
1.04%
5.62%
-1.37%
13.48%
14.36%
15.89%
12.80%
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BRTR vs. VFIAX - Expense Ratio Comparison
BRTR has a 0.38% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
BRTR vs. VFIAX — Risk-Adjusted Performance Rank
BRTR
VFIAX
BRTR vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock Total Return ETF (BRTR) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.
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Dividends
BRTR vs. VFIAX - Dividend Comparison
BRTR's dividend yield for the trailing twelve months is around 5.56%, more than VFIAX's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRTR Blackrock Total Return ETF | 5.56% | 5.58% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.28% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BRTR vs. VFIAX - Drawdown Comparison
The maximum BRTR drawdown since its inception was -5.07%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for BRTR and VFIAX.
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Volatility
BRTR vs. VFIAX - Volatility Comparison
The current volatility for Blackrock Total Return ETF (BRTR) is 1.46%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 4.77%. This indicates that BRTR experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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