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 0.08, 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:
2.66
VTIP:
4.15
BSIIX:
4.08
VTIP:
6.90
BSIIX:
1.55
VTIP:
1.97
BSIIX:
4.39
VTIP:
8.14
BSIIX:
11.45
VTIP:
28.05
BSIIX:
0.72%
VTIP:
0.28%
BSIIX:
3.11%
VTIP:
1.92%
BSIIX:
-18.77%
VTIP:
-6.27%
BSIIX:
-0.21%
VTIP:
0.00%
Returns By Period
In the year-to-date period, BSIIX achieves a 1.95% return, which is significantly lower than VTIP's 3.90% return. Both investments have delivered pretty close results over the past 10 years, with BSIIX having a 3.03% annualized return and VTIP not far behind at 2.88%.
BSIIX
1.95%
0.21%
2.96%
7.94%
4.07%
3.03%
VTIP
3.90%
0.82%
4.26%
8.06%
4.15%
2.88%
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.
Dividends
BSIIX vs. VTIP - Dividend Comparison
BSIIX's dividend yield for the trailing twelve months is around 4.42%, more than VTIP's 2.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSIIX BlackRock Strategic Income Opportunities Fund Class I | 4.42% | 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 | 2.75% | 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 1.30% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 1.07%. 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.