BSIIX vs. VOO
Compare and contrast key facts about BlackRock Strategic Income Opportunities Fund Class I (BSIIX) and Vanguard S&P 500 ETF (VOO).
BSIIX is managed by Blackrock. It was launched on Feb 5, 2008. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSIIX or VOO.
Correlation
The correlation between BSIIX and VOO is 0.29, 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
BSIIX vs. VOO - Performance Comparison
Key characteristics
BSIIX:
2.33
VOO:
1.89
BSIIX:
3.56
VOO:
2.54
BSIIX:
1.46
VOO:
1.35
BSIIX:
4.00
VOO:
2.83
BSIIX:
9.86
VOO:
11.83
BSIIX:
0.71%
VOO:
2.02%
BSIIX:
3.03%
VOO:
12.66%
BSIIX:
-18.77%
VOO:
-33.99%
BSIIX:
-0.10%
VOO:
-0.42%
Returns By Period
In the year-to-date period, BSIIX achieves a 1.15% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, BSIIX has underperformed VOO with an annualized return of 3.01%, while VOO has yielded a comparatively higher 13.26% annualized return.
BSIIX
1.15%
0.94%
2.34%
7.28%
2.86%
3.01%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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BSIIX vs. VOO - Expense Ratio Comparison
BSIIX has a 0.69% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BSIIX vs. VOO — Risk-Adjusted Performance Rank
BSIIX
VOO
BSIIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Strategic Income Opportunities Fund Class I (BSIIX) and Vanguard S&P 500 ETF (VOO). 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
BSIIX vs. VOO - Dividend Comparison
BSIIX's dividend yield for the trailing twelve months is around 4.74%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSIIX BlackRock Strategic Income Opportunities Fund Class I | 4.74% | 4.73% | 4.44% | 4.16% | 3.16% | 2.92% | 3.55% | 3.32% | 3.45% | 2.91% | 3.19% | 4.39% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BSIIX vs. VOO - Drawdown Comparison
The maximum BSIIX drawdown since its inception was -18.77%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BSIIX and VOO. For additional features, visit the drawdowns tool.
Volatility
BSIIX vs. VOO - Volatility Comparison
The current volatility for BlackRock Strategic Income Opportunities Fund Class I (BSIIX) is 0.75%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that BSIIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.