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 0.31, 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:
2.12
VTIP:
3.05
BSIIX:
3.19
VTIP:
4.68
BSIIX:
1.41
VTIP:
1.65
BSIIX:
3.89
VTIP:
7.06
BSIIX:
8.96
VTIP:
18.68
BSIIX:
0.76%
VTIP:
0.28%
BSIIX:
3.23%
VTIP:
1.74%
BSIIX:
-18.02%
VTIP:
-6.27%
BSIIX:
-0.68%
VTIP:
0.00%
Returns By Period
In the year-to-date period, BSIIX achieves a 0.11% return, which is significantly lower than VTIP's 0.58% return. Over the past 10 years, BSIIX has outperformed VTIP with an annualized return of 3.21%, while VTIP has yielded a comparatively lower 2.63% annualized return.
BSIIX
0.11%
0.51%
2.98%
6.74%
2.98%
3.21%
VTIP
0.58%
0.83%
2.62%
5.21%
3.52%
2.63%
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 5.11%, more than VTIP's 2.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSIIX BlackRock Strategic Income Opportunities Fund Class I | 5.11% | 5.11% | 4.81% | 4.16% | 3.16% | 2.92% | 3.55% | 3.32% | 3.45% | 2.91% | 5.40% | 6.82% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 2.69% | 2.70% | 3.36% | 6.84% | 4.68% | 1.20% | 2.29% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
Drawdowns
BSIIX vs. VTIP - Drawdown Comparison
The maximum BSIIX drawdown since its inception was -18.02%, 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 0.98% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 0.47%. 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.