BlackRock Advantage Small Cap Core Fund (BDSIX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BDSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BDSIX
BDSIX charges 0.50% annually. There are 30 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | BDSIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | BDSIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | BDSIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | BDSIX vs VSCIX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | BDSIX vs TISBX |
Best Risk-Adjusted Alternatives to BDSIX
BDSIX has a PortfoliosLab risk / return rank of 71. There are 22 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | BDSIX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | BDSIX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | BDSIX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | BDSIX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | BDSIX vs WWSIX |
Top Performing BDSIX Alternatives (YTD)
BDSIX is at 20.52% YTD. There are 19 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | BDSIX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | BDSIX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | BDSIX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | BDSIX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | BDSIX vs MOPIX |
Lowest Volatility Alternatives to BDSIX
BDSIX has 19.11% 1-year volatility. There are 135 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | BDSIX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | BDSIX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | BDSIX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | BDSIX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | BDSIX vs BOSOX |
Lowest Drawdown Alternatives to BDSIX
BDSIX has a 1-year max drawdown of -9.89%. There are 71 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | BDSIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | BDSIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | BDSIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | BDSIX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | BDSIX vs BIAUX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | BDSIX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | BDSIX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | BDSIX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | BDSIX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | BDSIX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | BDSIX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | BDSIX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | BDSIX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | BDSIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | BDSIX vs ASFYX |
Often Compared With BDSIX
Investors most often compare BDSIX with BRK-B, DSCPX, ^SP500TR. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare BDSIX with Any Fund or Stock
Compare BDSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BDSIX with funds that move differently
BlackRock Advantage Small Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BDSIX.
Explore BDSIX Diversifiers