BSIIX vs. VTIP
Compare and contrast key facts about BlackRock Strategic Income Opportunities Fund Class I (BSIIX) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP).
BSIIX is managed by Blackrock. It was launched on Feb 5, 2008. VTIP is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L). It was launched on Oct 12, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSIIX or VTIP.
Correlation
The correlation between BSIIX and VTIP is 0.32, 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. VTIP - Performance Comparison
Key characteristics
BSIIX:
2.36
VTIP:
3.67
BSIIX:
3.61
VTIP:
5.81
BSIIX:
1.47
VTIP:
1.79
BSIIX:
4.07
VTIP:
8.04
BSIIX:
10.02
VTIP:
24.02
BSIIX:
0.72%
VTIP:
0.25%
BSIIX:
3.03%
VTIP:
1.65%
BSIIX:
-18.77%
VTIP:
-6.27%
BSIIX:
-0.10%
VTIP:
0.00%
Returns By Period
In the year-to-date period, BSIIX achieves a 1.15% return, which is significantly lower than VTIP's 1.34% return. Over the past 10 years, BSIIX has outperformed VTIP with an annualized return of 3.01%, while VTIP has yielded a comparatively lower 2.70% annualized return.
BSIIX
1.15%
1.04%
2.02%
7.05%
2.87%
3.01%
VTIP
1.34%
0.76%
2.40%
6.08%
3.58%
2.70%
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BSIIX vs. VTIP - Expense Ratio Comparison
BSIIX has a 0.69% expense ratio, which is higher than VTIP's 0.04% expense ratio.
Risk-Adjusted Performance
BSIIX vs. VTIP — Risk-Adjusted Performance Rank
BSIIX
VTIP
BSIIX vs. VTIP - 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 Short-Term Inflation-Protected Securities ETF (VTIP). 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. VTIP - Dividend Comparison
BSIIX's dividend yield for the trailing twelve months is around 4.74%, more than VTIP's 2.67% 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% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 2.67% | 2.70% | 3.36% | 6.84% | 4.68% | 1.20% | 1.95% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
Drawdowns
BSIIX vs. VTIP - Drawdown Comparison
The maximum BSIIX drawdown since its inception was -18.77%, which is greater than VTIP's maximum drawdown of -6.27%. Use the drawdown chart below to compare losses from any high point for BSIIX and VTIP. For additional features, visit the drawdowns tool.
Volatility
BSIIX vs. VTIP - Volatility Comparison
BlackRock Strategic Income Opportunities Fund Class I (BSIIX) has a higher volatility of 0.75% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 0.45%. This indicates that BSIIX's price experiences larger fluctuations and is considered to be riskier than VTIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.