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 Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Year Index. It was launched on Oct 12, 2012.
Performance
BSIIX vs. VTIP - Performance Comparison
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BSIIX vs. VTIP - 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% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 0.99% | 6.07% | 4.74% | 4.62% | -2.94% | 5.36% | 4.95% | 4.86% | 0.56% | 0.82% |
Returns By Period
In the year-to-date period, BSIIX achieves a -0.96% return, which is significantly lower than VTIP's 0.99% return. Over the past 10 years, BSIIX has outperformed VTIP with an annualized return of 3.62%, while VTIP has yielded a comparatively lower 3.07% 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%
VTIP
- 1D
- 0.02%
- 1M
- 0.10%
- YTD
- 0.99%
- 6M
- 1.37%
- 1Y
- 3.94%
- 3Y*
- 4.66%
- 5Y*
- 3.48%
- 10Y*
- 3.07%
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BSIIX vs. VTIP - Expense Ratio Comparison
BSIIX has a 0.69% expense ratio, which is higher than VTIP's 0.03% expense ratio.
Return for Risk
BSIIX vs. VTIP — Risk / Return Rank
BSIIX
VTIP
BSIIX vs. VTIP - 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 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.
| BSIIX | VTIP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.10 | 2.09 | +0.01 |
Sortino ratioReturn per unit of downside risk | 3.06 | 3.15 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.44 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.20 | 4.11 | -1.91 |
Martin ratioReturn relative to average drawdown | 9.63 | 13.24 | -3.61 |
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 | VTIP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.10 | 2.09 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 1.26 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.17 | 1.12 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.28 | 0.87 | +0.40 |
Correlation
The correlation between BSIIX and VTIP is 0.34, 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.
Dividends
BSIIX vs. VTIP - Dividend Comparison
BSIIX's dividend yield for the trailing twelve months is around 4.79%, more than VTIP's 3.77% 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% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 3.77% | 3.81% | 2.70% | 2.86% | 6.84% | 4.68% | 1.20% | 1.95% | 2.45% | 1.52% | 0.76% | 0.00% |
Drawdowns
BSIIX vs. VTIP - Drawdown Comparison
The maximum BSIIX drawdown since its inception was -18.76%, 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.
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Drawdown Indicators
| BSIIX | VTIP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.76% | -6.27% | -12.49% |
Max Drawdown (1Y)Largest decline over 1 year | -2.84% | -0.98% | -1.86% |
Max Drawdown (5Y)Largest decline over 5 years | -9.13% | -5.50% | -3.63% |
Max Drawdown (10Y)Largest decline over 10 years | -9.91% | -6.27% | -3.64% |
Current DrawdownCurrent decline from peak | -2.64% | -0.26% | -2.38% |
Average DrawdownAverage peak-to-trough decline | -1.82% | -1.05% | -0.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.65% | 0.30% | +0.35% |
Volatility
BSIIX vs. VTIP - Volatility Comparison
BlackRock Strategic Income Opportunities Fund Class I (BSIIX) has a higher volatility of 1.21% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 0.60%. 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.
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Volatility by Period
| BSIIX | VTIP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 0.60% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 1.98% | 0.97% | +1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.89% | 1.90% | +0.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.58% | 2.78% | +0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.11% | 2.74% | +0.37% |