BCRIX vs. WFSPX
Compare and contrast key facts about BlackRock Advantage CoreAlpha Bond Fund (BCRIX) and iShares S&P 500 Index Fund (WFSPX).
BCRIX is managed by BlackRock. It was launched on Feb 28, 2011. WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993.
Performance
BCRIX vs. WFSPX - Performance Comparison
Loading graphics...
BCRIX vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCRIX BlackRock Advantage CoreAlpha Bond Fund | -0.63% | 6.81% | 2.21% | 5.07% | -14.70% | -1.97% | 8.78% | 9.33% | -0.17% | 4.17% |
WFSPX iShares S&P 500 Index Fund | -7.06% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Returns By Period
In the year-to-date period, BCRIX achieves a -0.63% return, which is significantly higher than WFSPX's -7.06% return. Over the past 10 years, BCRIX has underperformed WFSPX with an annualized return of 1.59%, while WFSPX has yielded a comparatively higher 13.63% annualized return.
BCRIX
- 1D
- 0.47%
- 1M
- -2.38%
- YTD
- -0.63%
- 6M
- 0.33%
- 1Y
- 3.83%
- 3Y*
- 3.47%
- 5Y*
- -0.29%
- 10Y*
- 1.59%
WFSPX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.63%
- 1Y
- 14.40%
- 3Y*
- 17.13%
- 5Y*
- 11.37%
- 10Y*
- 13.63%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BCRIX vs. WFSPX - Expense Ratio Comparison
BCRIX has a 0.28% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
BCRIX vs. WFSPX — Risk / Return Rank
BCRIX
WFSPX
BCRIX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage CoreAlpha Bond Fund (BCRIX) and iShares S&P 500 Index Fund (WFSPX). 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.
| BCRIX | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.84 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.30 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.06 | +0.59 |
Martin ratioReturn relative to average drawdown | 4.87 | 5.13 | -0.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BCRIX | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 0.84 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.68 | -0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.76 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.13 | +0.30 |
Correlation
The correlation between BCRIX and WFSPX is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
BCRIX vs. WFSPX - Dividend Comparison
BCRIX's dividend yield for the trailing twelve months is around 4.26%, more than WFSPX's 1.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCRIX BlackRock Advantage CoreAlpha Bond Fund | 4.26% | 4.59% | 4.53% | 3.41% | 1.85% | 2.49% | 6.25% | 3.75% | 3.07% | 2.81% | 3.21% | 2.93% |
WFSPX iShares S&P 500 Index Fund | 1.58% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Drawdowns
BCRIX vs. WFSPX - Drawdown Comparison
The maximum BCRIX drawdown since its inception was -20.21%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for BCRIX and WFSPX.
Loading graphics...
Drawdown Indicators
| BCRIX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.21% | -58.21% | +38.00% |
Max Drawdown (1Y)Largest decline over 1 year | -3.09% | -12.11% | +9.02% |
Max Drawdown (5Y)Largest decline over 5 years | -20.05% | -24.51% | +4.46% |
Max Drawdown (10Y)Largest decline over 10 years | -20.21% | -33.74% | +13.53% |
Current DrawdownCurrent decline from peak | -4.68% | -8.90% | +4.22% |
Average DrawdownAverage peak-to-trough decline | -4.11% | -12.84% | +8.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 2.49% | -1.45% |
Volatility
BCRIX vs. WFSPX - Volatility Comparison
The current volatility for BlackRock Advantage CoreAlpha Bond Fund (BCRIX) is 1.49%, while iShares S&P 500 Index Fund (WFSPX) has a volatility of 4.24%. This indicates that BCRIX experiences smaller price fluctuations and is considered to be less risky than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BCRIX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 4.24% | -2.75% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 9.08% | -6.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.55% | 18.06% | -13.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.01% | 16.84% | -10.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.04% | 17.98% | -12.94% |