Correlation
The correlation between BSIIX and VTIP is 0.07, 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.
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.
Performance
BSIIX vs. VTIP - Performance Comparison
Loading data...
Key characteristics
BSIIX:
2.61
VTIP:
3.24
BSIIX:
4.34
VTIP:
5.12
BSIIX:
1.60
VTIP:
1.76
BSIIX:
4.64
VTIP:
7.04
BSIIX:
12.25
VTIP:
20.84
BSIIX:
0.71%
VTIP:
0.33%
BSIIX:
3.06%
VTIP:
2.03%
BSIIX:
-18.76%
VTIP:
-6.27%
BSIIX:
0.00%
VTIP:
-0.44%
Returns By Period
In the year-to-date period, BSIIX achieves a 3.27% return, which is significantly lower than VTIP's 3.45% return. Over the past 10 years, BSIIX has outperformed VTIP with an annualized return of 3.19%, while VTIP has yielded a comparatively lower 2.87% annualized return.
BSIIX
3.27%
1.13%
2.82%
7.93%
4.50%
3.73%
3.19%
VTIP
3.45%
0.06%
3.34%
6.52%
3.38%
3.86%
2.87%
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. 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.
Loading data...
Dividends
BSIIX vs. VTIP - Dividend Comparison
BSIIX's dividend yield for the trailing twelve months is around 4.73%, more than VTIP's 2.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSIIX BlackRock Strategic Income Opportunities Fund Class I | 4.73% | 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 | 2.76% | 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 -18.76%, 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.
Loading data...
Volatility
BSIIX vs. VTIP - Volatility Comparison
BlackRock Strategic Income Opportunities Fund Class I (BSIIX) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) have volatilities of 0.77% and 0.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...