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VOOV vs BKLN

Comparison between VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES (VOOV, ETF) and INVESCO SENIOR LOAN ETF (BKLN, ETF).

5-Year PerformanceVOOV has outperformed BKLN, delivering a return of +10.5% compared to +5.3%

VOOV vs BKLN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VOOV
$6.20B
Winner
BKLN
$6.30B
Expense Ratio
Winner
VOOV
0.07%
BKLN
0.65%
Max Drawdown
VOOV
37.69%
Winner
BKLN
32.19%
Sharpe Ratio
Winner
VOOV
1.75
BKLN
0.89
5Y Beta
VOOV
0.70
Winner
BKLN
0.15
P/E Ratio
VOOV
24.33
BKLN
N/A
Forward P/E
VOOV
19.19
BKLN
N/A
5Y Dividends CAGR
VOOV
13.56%
Winner
BKLN
14.20%
5Y EPS CAGR
VOOV
13.56%
BKLN
N/A
Debt to Equity
VOOV
71.39%
BKLN
N/A
P/S Ratio
VOOV
1.96
BKLN
N/A
P/B Ratio
VOOV
3.50
BKLN
N/A

VOOV vs BKLN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VOOV
+3.74%
BKLN
+0.75%
3M
Winner
VOOV
+1.61%
BKLN
+1.43%
6M
Winner
VOOV
+8.86%
BKLN
+1.81%
1Y
Winner
VOOV
+23.20%
BKLN
+6.03%
5Y(CAGR)
Winner
VOOV
+10.46%
BKLN
+5.33%
10Y(CAGR)
Winner
VOOV
+11.94%
BKLN
+4.36%
Max(CAGR)
Winner
VOOV
+12.12%
BKLN
+3.76%

VOOV vs BKLN - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearVOOVBKLN
2026+5.84%+0.35%
2025+13.66%+6.88%
2024+11.47%+8.25%
2023+21.57%+12.04%
2022-5.86%-2.47%
2021+26.59%+2.50%
2020+0.88%+1.11%
2019+31.19%+9.72%
2018-9.59%-1.53%
2017+14.30%+1.99%
2016+18.81%+9.18%
2015-3.30%-2.90%
2014+12.99%+0.55%
2013+29.30%+3.82%
2012+15.02%+9.61%
2011-1.65%-2.04%
2010+12.58%N/A

VOOV vs BKLN Drawdown Comparison

The maximum drawdown for VOOV was -37.32%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.

The maximum drawdown for BKLN was -24.16%, occurring on Mar 23, 2020. Recovery took 228 trading sessions.

The current VOOV drawdown is -0.23%. The current BKLN drawdown is -0.05%.

RankVOOVBKLN
#1-37.32%
Feb 12, 2020 - Jan 6, 2021
-24.16%
Jan 8, 2020 - Dec 2, 2020
#2-21.35%
Apr 29, 2011 - Mar 1, 2012
-8.75%
May 13, 2011 - Feb 2, 2012
#3-19.20%
Jan 26, 2018 - Apr 30, 2019
-7.31%
Jan 14, 2022 - Jan 23, 2023
#4-18.11%
Apr 20, 2022 - Feb 1, 2023
-7.07%
May 4, 2015 - Jul 8, 2016
#5-17.55%
Nov 29, 2024 - Aug 22, 2025
-5.69%
Oct 2, 2018 - Feb 22, 2019
#6-14.90%
May 21, 2015 - Jun 7, 2016
-3.73%
Jul 2, 2014 - Apr 7, 2015
#7-11.36%
Mar 26, 2012 - Sep 6, 2012
-3.71%
May 4, 2012 - Jul 13, 2012
#8-11.00%
Jul 31, 2023 - Dec 1, 2023
-3.55%
Feb 18, 2025 - May 2, 2025
#9-9.64%
Feb 2, 2023 - Jun 13, 2023
-3.07%
Jan 9, 2026 - May 5, 2026
#10-7.70%
May 3, 2019 - Jul 1, 2019
-2.66%
Mar 3, 2023 - Apr 11, 2023
#11-7.32%
Jan 12, 2022 - Apr 20, 2022
-2.39%
Mar 3, 2011 - Apr 4, 2011
#12-7.26%
Sep 19, 2014 - Nov 5, 2014
-2.04%
May 22, 2013 - Oct 28, 2013
#13-7.18%
Oct 18, 2012 - Dec 18, 2012
-1.66%
Jul 22, 2024 - Aug 16, 2024
#14-6.53%
Jul 29, 2019 - Sep 11, 2019
-1.57%
Sep 17, 2019 - Dec 4, 2019
#15-6.27%
Feb 27, 2026 - Apr 30, 2026
-1.52%
Oct 17, 2012 - Dec 6, 2012

Correlation

Correlation between VOOV and BKLN is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2010 - 2026)

VOOV vs BKLN dividend yield comparison.

YearVOOVBKLN
20260.43%2.08%
20251.76%6.95%
20242.10%8.41%
20231.69%8.59%
20222.19%4.94%
20211.87%3.11%
20202.45%3.56%
20192.10%4.86%
20182.65%4.51%
20172.13%3.50%
20162.24%4.54%
20152.36%4.12%
20141.98%4.12%
20131.97%4.40%
20122.15%4.81%
20111.98%3.39%
20100.67%0.00%

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