BSIIX vs. VBMPX
Compare and contrast key facts about BlackRock Strategic Income Opportunities Fund Class I (BSIIX) and Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX).
BSIIX is managed by BlackRock. It was launched on Feb 5, 2008. VBMPX is managed by Vanguard. It was launched on Feb 5, 2010.
Performance
BSIIX vs. VBMPX - Performance Comparison
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BSIIX vs. VBMPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSIIX BlackRock Strategic Income Opportunities Fund Class I | -0.96% | 8.59% | 5.22% | 6.18% | -6.14% | 0.80% | 7.22% | 7.65% | -0.42% | 4.89% |
VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares | -0.49% | 7.18% | 1.27% | 5.75% | -13.14% | -1.95% | 7.75% | 8.74% | -0.24% | 3.58% |
Returns By Period
In the year-to-date period, BSIIX achieves a -0.96% return, which is significantly lower than VBMPX's -0.49% return. Over the past 10 years, BSIIX has outperformed VBMPX with an annualized return of 3.62%, while VBMPX has yielded a comparatively lower 1.60% annualized return.
BSIIX
- 1D
- 0.21%
- 1M
- -2.64%
- YTD
- -0.96%
- 6M
- 0.50%
- 1Y
- 5.73%
- 3Y*
- 5.74%
- 5Y*
- 2.54%
- 10Y*
- 3.62%
VBMPX
- 1D
- 0.52%
- 1M
- -2.23%
- YTD
- -0.49%
- 6M
- 0.50%
- 1Y
- 3.78%
- 3Y*
- 3.46%
- 5Y*
- 0.25%
- 10Y*
- 1.60%
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BSIIX vs. VBMPX - Expense Ratio Comparison
BSIIX has a 0.69% expense ratio, which is higher than VBMPX's 0.03% expense ratio.
Return for Risk
BSIIX vs. VBMPX — Risk / Return Rank
BSIIX
VBMPX
BSIIX vs. VBMPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Strategic Income Opportunities Fund Class I (BSIIX) and Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX). 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.
| BSIIX | VBMPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.10 | 1.00 | +1.10 |
Sortino ratioReturn per unit of downside risk | 3.06 | 1.45 | +1.61 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.18 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 2.20 | 1.79 | +0.41 |
Martin ratioReturn relative to average drawdown | 9.63 | 5.11 | +4.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BSIIX | VBMPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.10 | 1.00 | +1.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.04 | +0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.17 | 0.32 | +0.84 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.28 | 0.51 | +0.77 |
Correlation
The correlation between BSIIX and VBMPX is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BSIIX vs. VBMPX - Dividend Comparison
BSIIX's dividend yield for the trailing twelve months is around 4.79%, more than VBMPX's 3.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSIIX BlackRock Strategic Income Opportunities Fund Class I | 4.79% | 5.07% | 4.75% | 3.33% | 3.58% | 2.98% | 2.92% | 3.54% | 3.32% | 3.45% | 2.91% | 3.19% |
VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares | 3.63% | 3.88% | 3.69% | 3.11% | 2.61% | 1.81% | 2.41% | 2.75% | 2.58% | 2.58% | 2.55% | 2.85% |
Drawdowns
BSIIX vs. VBMPX - Drawdown Comparison
The maximum BSIIX drawdown since its inception was -18.76%, roughly equal to the maximum VBMPX drawdown of -18.90%. Use the drawdown chart below to compare losses from any high point for BSIIX and VBMPX.
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Drawdown Indicators
| BSIIX | VBMPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.76% | -18.90% | +0.14% |
Max Drawdown (1Y)Largest decline over 1 year | -2.84% | -2.73% | -0.11% |
Max Drawdown (5Y)Largest decline over 5 years | -9.13% | -18.12% | +8.99% |
Max Drawdown (10Y)Largest decline over 10 years | -9.91% | -18.90% | +8.99% |
Current DrawdownCurrent decline from peak | -2.64% | -3.13% | +0.49% |
Average DrawdownAverage peak-to-trough decline | -1.82% | -3.54% | +1.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.65% | 0.96% | -0.31% |
Volatility
BSIIX vs. VBMPX - Volatility Comparison
The current volatility for BlackRock Strategic Income Opportunities Fund Class I (BSIIX) is 1.21%, while Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX) has a volatility of 1.55%. This indicates that BSIIX experiences smaller price fluctuations and is considered to be less risky than VBMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSIIX | VBMPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 1.55% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 1.98% | 2.59% | -0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.89% | 4.37% | -1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.58% | 5.99% | -2.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.11% | 4.97% | -1.86% |