BFZ vs VTI

BFZ vs VTI

Which is better, BFZ or VTI?

We do not have enough on BFZ and VTI to separate them.

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBFZVTI
Expense Ratio-0.03%
AUM-$666.9B
Dividend Yield-1.03%
Holdings-3,543
YTD Price Return-+13.37%
1Y Price Return-+15.59%
3Y Price Return (annualized)-+21.19%
5Y Price Return (annualized)-+10.90%
Volatility (annualized)-15.3%
Max Drawdown--56.6%
Fund FamilyBlackRock California Municipal Income TrustVanguard (US)
Category-Equity
Style-Large Cap Blend
Inception-May 24, 2001

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for BFZ. We have no price series for BFZ, so there is nothing to compare it against.

BFZ vs VTI Performance

BlackRock California Municipal Income Trust (BFZ) is an ETF from BlackRock California Municipal Income Trust and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US).

You are not choosing between two funds in isolation.

Whichever of BFZ and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BFZVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Is VTI better than BFZ?

We hold very little data on BFZ and VTI, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.