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:
1.66
VTIP:
2.58
BSIIX:
2.43
VTIP:
3.94
BSIIX:
1.31
VTIP:
1.52
BSIIX:
2.42
VTIP:
6.20
BSIIX:
7.10
VTIP:
16.60
BSIIX:
0.75%
VTIP:
0.28%
BSIIX:
3.19%
VTIP:
1.81%
BSIIX:
-18.76%
VTIP:
-6.27%
BSIIX:
-1.47%
VTIP:
-0.53%
Returns By Period
The year-to-date returns for both stocks are quite close, with BSIIX having a 4.59% return and VTIP slightly lower at 4.48%. Over the past 10 years, BSIIX has underperformed VTIP with an annualized return of 2.42%, while VTIP has yielded a comparatively higher 2.55% annualized return.
BSIIX
4.59%
-0.11%
3.01%
5.30%
2.44%
2.42%
VTIP
4.48%
-0.04%
2.35%
4.69%
3.41%
2.55%
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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 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 4.28%, more than VTIP's 2.90% 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% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 2.90% | 3.36% | 6.84% | 4.68% | 1.20% | 1.95% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% | 0.05% |
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. 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 0.71% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 0.37%. 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.