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 0.28, 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:
1.66
VOO:
2.04
BSIIX:
2.43
VOO:
2.72
BSIIX:
1.31
VOO:
1.38
BSIIX:
2.42
VOO:
3.02
BSIIX:
7.10
VOO:
13.60
BSIIX:
0.75%
VOO:
1.88%
BSIIX:
3.19%
VOO:
12.52%
BSIIX:
-18.76%
VOO:
-33.99%
BSIIX:
-1.47%
VOO:
-3.52%
Returns By Period
In the year-to-date period, BSIIX achieves a 4.59% return, which is significantly lower than VOO's 24.65% return. Over the past 10 years, BSIIX has underperformed VOO with an annualized return of 2.42%, while VOO has yielded a comparatively higher 13.02% annualized return.
BSIIX
4.59%
-0.11%
3.01%
5.30%
2.44%
2.42%
VOO
24.65%
-0.29%
7.63%
24.77%
14.57%
13.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 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 4.28%, more than VOO's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSIIX BlackRock Strategic Income Opportunities Fund Class I | 4.28% | 4.43% | 3.22% | 2.29% | 2.69% | 3.39% | 3.31% | 3.47% | 2.92% | 2.24% | 2.44% | 2.63% |
VOO Vanguard S&P 500 ETF | 1.26% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BSIIX vs. VOO - Drawdown Comparison
The maximum BSIIX drawdown since its inception was -18.76%, 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 0.71%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.58%. 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.