BSTIX vs. VOO
Compare and contrast key facts about BlackRock Total Factor Fund (BSTIX) and Vanguard S&P 500 ETF (VOO).
BSTIX is managed by Blackrock. It was launched on Dec 26, 2012. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSTIX or VOO.
Correlation
The correlation between BSTIX and VOO is 0.29, 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
BSTIX vs. VOO - Performance Comparison
Key characteristics
Returns By Period
BSTIX
N/A
N/A
N/A
N/A
N/A
N/A
VOO
-0.66%
-3.35%
3.78%
23.82%
13.79%
13.26%
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BSTIX vs. VOO - Expense Ratio Comparison
BSTIX has a 0.55% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BSTIX vs. VOO — Risk-Adjusted Performance Rank
BSTIX
VOO
BSTIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Total Factor Fund (BSTIX) and Vanguard S&P 500 ETF (VOO). 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
BSTIX vs. VOO - Dividend Comparison
BSTIX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.25%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSTIX BlackRock Total Factor Fund | 0.00% | 0.00% | 261.46% | 7.84% | 3.87% | 0.00% | 2.96% | 2.86% | 4.68% | 1.41% | 4.65% | 3.79% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BSTIX vs. VOO - Drawdown Comparison
Volatility
BSTIX vs. VOO - Volatility Comparison
The current volatility for BlackRock Total Factor Fund (BSTIX) is 0.00%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.56%. This indicates that BSTIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.