BDSIX Alternatives & Similar Mutual Funds

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 31 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
FSSNX	Fidelity Small Cap Index Fund	0.03%	—	Sep 2011	BDSIX vs FSSNX
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	0.03%	188.20B	Jul 1997	BDSIX vs VSCIX
VSCPX	Vanguard Small-Cap Index Fund Institutional Plus S...	0.03%	—	Dec 2010	BDSIX vs VSCPX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	0.04%	7.55B	May 1997	BDSIX vs SWSSX
VTMSX	Vanguard Tax-Managed Small-Cap Fund Admiral Shares	0.05%	11.50B	Mar 1999	BDSIX vs VTMSX

Best Risk-Adjusted Alternatives to BDSIX

BDSIX has a PortfoliosLab risk / return rank of 82. There are 38 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
GQSCX	Glenmede Quantitative U.S. Small Cap Equity Portfo...	95	—	Nov 2017	BDSIX vs GQSCX
WWSIX	Keeley Small Cap Fund Class Institutional	95	—	Apr 1997	BDSIX vs WWSIX
WESCX	TETON Westwood SmallCap Equity Fund	95	—	Apr 1997	BDSIX vs WESCX
IPSIX	Voya Index Plus SmallCap Portfolio	92	—	Dec 1997	BDSIX vs IPSIX
RIVSX	River Oak Discovery Fund	92	—	Jun 2005	BDSIX vs RIVSX

Top Performing BDSIX Alternatives (YTD)

BDSIX is at 20.02% YTD. There are 56 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 34.02%.

Symbol	Name	YTD Return	AUM	Inception
PVIVX	Paradigm Micro-cap Fund	34.02%	—	Dec 2007	BDSIX vs PVIVX
RYOTX	Royce Micro Cap Series Fund	33.94%	—	Dec 1991	BDSIX vs RYOTX
RIVSX	River Oak Discovery Fund	30.67%	—	Jun 2005	BDSIX vs RIVSX
WWSIX	Keeley Small Cap Fund Class Institutional	29.05%	—	Apr 1997	BDSIX vs WWSIX
WESCX	TETON Westwood SmallCap Equity Fund	28.85%	—	Apr 1997	BDSIX vs WESCX

Lowest Volatility Alternatives to BDSIX

BDSIX has 19.51% 1-year volatility. There are 141 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.39%.

Symbol	Name	Volatility 1Y	AUM	Inception
CSMDX	Copeland SMID Cap Dividend Growth Fund	14.39%	—	Feb 2017	BDSIX vs CSMDX
DFISX	DFA International Small Company Portfolio	14.43%	16.04B	Sep 1996	BDSIX vs DFISX
HFCGX	Hennessy Cornerstone Growth Fund	14.57%	—	Nov 1996	BDSIX vs HFCGX
FTHSX	FullerThaler Behavioral Small-Cap Equity Fund Clas...	14.89%	—	Sep 2011	BDSIX vs FTHSX
FTHNX	Fuller & Thaler Behavioral Small-Cap Equity Fund	14.91%	—	Sep 2011	BDSIX vs FTHNX

Lowest Drawdown Alternatives to BDSIX

BDSIX has a 1-year max drawdown of -9.89%. There are 72 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
IPSIX	Voya Index Plus SmallCap Portfolio	-7.63%	—	Dec 1997	BDSIX vs IPSIX
HFCGX	Hennessy Cornerstone Growth Fund	-7.82%	—	Nov 1996	BDSIX vs HFCGX
VSTCX	Vanguard Strategic Small-Cap Equity Fund	-8.08%	3.10B	Apr 2006	BDSIX vs VSTCX
DFSCX	DFA U.S. Micro Cap Portfolio	-8.17%	7.86B	Dec 1981	BDSIX vs DFSCX
SSCDX	Sit Small Cap Dividend Growth Fund	-8.22%	—	Mar 2015	BDSIX vs SSCDX

Other Mutual Funds from BlackRock

The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	29	11.70%	—	Sep 2021	BDSIX vs ECAT
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	59	10.11%	—	Jul 1993	BDSIX vs WFSPX
BDMIX	BlackRock Global Equity Market Neutral Fund Class ...	Equity Market Neutral	98	12.92%	—	Dec 2012	BDSIX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund - Institutional...	Target Retirement Date	67	11.31%	—	May 2011	BDSIX vs LIVIX
BDJ	BlackRock Enhanced Equity Dividend Trust	Derivative Income	66	8.31%	—	Aug 2005	BDSIX vs BDJ
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	28	23.72%	—	May 2000	BDSIX vs BGSAX
BDMAX	BlackRock Global Equity Market Neutral Fund Invest...	Equity Market Neutral	97	12.73%	—	Dec 2012	BDSIX vs BDMAX
MADVX	BlackRock Equity Dividend Fund Institutional Share...	Large Cap Value Equities	88	16.37%	—	Nov 1988	BDSIX vs MADVX
BSIIX	BlackRock Strategic Income Opportunities Fund Clas...	Total Bond Market	52	0.93%	—	Feb 2008	BDSIX vs BSIIX
BRHYX	BlackRock High Yield K	High Yield Bonds	63	1.22%	—	Jan 2001	BDSIX vs BRHYX

Often Compared With BDSIX

Investors most often compare BDSIX with BRK-B, DSCPX, ^SP500TR. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BRK-B	Berkshire Hathaway Inc.		61	2.09%	—	—	BDSIX vs BRK-B
DSCPX	Davenport Small Cap Focus Fund	Small Cap Blend Equities	5	7.14%	—	Dec 2014	BDSIX vs DSCPX
^SP500TR	S&P 500 Total Return		84	11.77%	—	—	BDSIX vs ^SP500TR
VOO	Vanguard S&P 500 ETF	S&P 500	78	11.72%	1.70T	Sep 2010	BDSIX vs VOO
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	59	10.10%	1.70T	Nov 2000	BDSIX vs VFIAX
TQSIX	T. Rowe Price QM U.S. Small & Mid-Cap Core Equity ...	Mid Cap Blend Equities	74	18.53%	—	Feb 2016	BDSIX vs TQSIX
PCCOX	T. Rowe Price U.S. Equity Research Fund I Class	Large Cap Blend Equities	52	10.00%	—	Nov 2016	BDSIX vs PCCOX
TQAIX	T. Rowe Price Integrated US Small-Cap Growth Equit...	Small Cap Growth Equities	43	15.73%	—	Apr 2016	BDSIX vs TQAIX
VEIRX	Vanguard Equity Income Fund Admiral Shares	Dividend, Large Cap Value Equities	86	11.85%	65.40B	Aug 2001	BDSIX vs VEIRX
PRCGX	Perritt MicroCap Opportunities Fund	Small Cap Blend Equities	—	—	—	Apr 1988	BDSIX vs PRCGX
TNVIX	1290 GAMCO Small/Mid Cap Value Fund	Small Cap Blend Equities	76	18.31%	—	Nov 2014	BDSIX vs TNVIX
ASFYX	Virtus AlphaSimplex Managed Futures Strategy Fund ...	Systematic Trend	67	10.47%	—	Jul 2010	BDSIX vs ASFYX
WEMMX	TETON Westwood Mighty Mites Fund	Small Cap Blend Equities	80	25.38%	—	May 1998	BDSIX vs WEMMX
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	37	12.17%	—	Jan 2000	BDSIX vs NASDX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio, Actively Managed	73	10.57%	—	Dec 1991	BDSIX vs FASGX
HASCX	Harbor Small Cap Value Fund	Small Cap Blend Equities	82	28.61%	—	Dec 2001	BDSIX vs HASCX
SSLCX	DWS Small Cap Core Fund	Small Cap Blend Equities	27	11.16%	—	Jul 2000	BDSIX vs SSLCX
VSMAX	Vanguard Small-Cap Index Fund Admiral Shares	Small Cap Blend Equities	61	15.17%	188.20B	Nov 2000	BDSIX vs VSMAX
FSOPX	Fidelity Series Small Cap Opportunities Fund	Small Cap Blend Equities	85	21.21%	—	Mar 2007	BDSIX vs FSOPX
TISBX	TIAA-CREF Small-Cap Blend Index Fund	Small Cap Blend Equities	76	18.89%	—	Oct 2002	BDSIX vs TISBX

Compare BDSIX with Any Fund or Stock

Compare BDSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

BlackRock Advantage Small Cap Core Fund (BDSIX) Alternatives