BVDAX vs. VOO
Compare and contrast key facts about BlackRock 60/40 Target Allocation ETF VI Fund (BVDAX) and Vanguard S&P 500 ETF (VOO).
BVDAX is managed by Blackrock. It was launched on Apr 29, 2014. 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: BVDAX or VOO.
Correlation
The correlation between BVDAX and VOO is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BVDAX vs. VOO - Performance Comparison
Key characteristics
BVDAX:
0.70
VOO:
1.89
BVDAX:
0.91
VOO:
2.54
BVDAX:
1.15
VOO:
1.35
BVDAX:
0.77
VOO:
2.83
BVDAX:
2.42
VOO:
11.83
BVDAX:
3.07%
VOO:
2.02%
BVDAX:
10.64%
VOO:
12.66%
BVDAX:
-25.92%
VOO:
-33.99%
BVDAX:
-5.22%
VOO:
-0.42%
Returns By Period
In the year-to-date period, BVDAX achieves a 3.81% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, BVDAX has underperformed VOO with an annualized return of 5.30%, while VOO has yielded a comparatively higher 13.26% annualized return.
BVDAX
3.81%
1.65%
-1.42%
7.75%
4.67%
5.30%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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BVDAX vs. VOO - Expense Ratio Comparison
BVDAX has a 0.19% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
BVDAX vs. VOO — Risk-Adjusted Performance Rank
BVDAX
VOO
BVDAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock 60/40 Target Allocation ETF VI Fund (BVDAX) 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
BVDAX vs. VOO - Dividend Comparison
BVDAX's dividend yield for the trailing twelve months is around 2.35%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BVDAX BlackRock 60/40 Target Allocation ETF VI Fund | 2.35% | 2.44% | 2.01% | 2.24% | 2.02% | 1.50% | 2.35% | 1.07% | 1.88% | 2.16% | 1.94% | 1.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BVDAX vs. VOO - Drawdown Comparison
The maximum BVDAX drawdown since its inception was -25.92%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BVDAX and VOO. For additional features, visit the drawdowns tool.
Volatility
BVDAX vs. VOO - Volatility Comparison
The current volatility for BlackRock 60/40 Target Allocation ETF VI Fund (BVDAX) is 2.07%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that BVDAX 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.