Correlation
The correlation between BTA and VOO is 0.13, 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.
BTA vs. VOO
Compare and contrast key facts about BlackRock Long-Term Municipal Advantage Trust (BTA) and Vanguard S&P 500 ETF (VOO).
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: BTA or VOO.
Performance
BTA vs. VOO - Performance Comparison
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Key characteristics
BTA:
-0.29
VOO:
0.74
BTA:
-0.43
VOO:
1.04
BTA:
0.94
VOO:
1.15
BTA:
-0.17
VOO:
0.68
BTA:
-0.68
VOO:
2.58
BTA:
7.33%
VOO:
4.93%
BTA:
12.76%
VOO:
19.54%
BTA:
-56.67%
VOO:
-33.99%
BTA:
-27.50%
VOO:
-3.55%
Returns By Period
In the year-to-date period, BTA achieves a -4.37% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, BTA has underperformed VOO with an annualized return of 3.57%, while VOO has yielded a comparatively higher 12.81% annualized return.
BTA
-4.37%
-0.55%
-11.12%
-3.92%
-2.97%
0.78%
3.57%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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Risk-Adjusted Performance
BTA vs. VOO — Risk-Adjusted Performance Rank
BTA
VOO
BTA vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Long-Term Municipal Advantage Trust (BTA) 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.
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Dividends
BTA vs. VOO - Dividend Comparison
BTA's dividend yield for the trailing twelve months is around 6.34%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTA BlackRock Long-Term Municipal Advantage Trust | 6.34% | 5.59% | 5.16% | 6.80% | 4.24% | 4.83% | 4.79% | 6.15% | 5.50% | 5.98% | 6.05% | 6.49% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BTA vs. VOO - Drawdown Comparison
The maximum BTA drawdown since its inception was -56.67%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BTA and VOO.
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Volatility
BTA vs. VOO - Volatility Comparison
The current volatility for BlackRock Long-Term Municipal Advantage Trust (BTA) is 3.81%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that BTA 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.
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