BDBKX vs. BASMX
BDBKX (iShares Russell 2000 Small-Cap Index Fund Class K) and BASMX (iShares Total U.S. Stock Market Index Fund Investor A Shares) are both mutual funds - BDBKX is a Small Cap Blend Equities fund tracking the Russell 2000 Index, while BASMX is a Large Cap Blend Equities fund tracking the Russell 3000 Index. Both are passively managed. Over the past 10 years, BDBKX returned 11.81%/yr vs 14.96%/yr for BASMX. Their correlation of 0.86 suggests significant overlap in exposure. BDBKX charges 0.07%/yr vs 0.33%/yr for BASMX.
Performance
BDBKX vs. BASMX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BDBKX achieves a 21.69% return, which is significantly higher than BASMX's 9.92% return. Over the past 10 years, BDBKX has underperformed BASMX with an annualized return of 11.81%, while BASMX has yielded a comparatively higher 14.96% annualized return.
BDBKX
- 1D
- 0.80%
- 1M
- 4.82%
- YTD
- 21.69%
- 6M
- 18.93%
- 1Y
- 42.58%
- 3Y*
- 19.74%
- 5Y*
- 6.89%
- 10Y*
- 11.81%
BASMX
- 1D
- -0.32%
- 1M
- 0.44%
- YTD
- 9.92%
- 6M
- 8.79%
- 1Y
- 25.13%
- 3Y*
- 20.74%
- 5Y*
- 12.12%
- 10Y*
- 14.96%
BDBKX vs. BASMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BDBKX iShares Russell 2000 Small-Cap Index Fund Class K | 21.69% | 12.81% | 11.40% | 17.04% | -20.32% | 14.59% | 20.02% | 25.66% | -11.01% | 14.71% |
BASMX iShares Total U.S. Stock Market Index Fund Investor A Shares | 9.92% | 16.81% | 23.46% | 25.63% | -19.32% | 25.26% | 20.37% | 30.71% | -5.57% | 20.65% |
Correlation
The correlation between BDBKX and BASMX is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.84 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.86 |
The correlation between BDBKX and BASMX has been stable across timeframes, ranging from 0.83 to 0.86 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BDBKX vs. BASMX — Risk / Return Rank
BDBKX
BASMX
BDBKX vs. BASMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 2000 Small-Cap Index Fund Class K (BDBKX) and iShares Total U.S. Stock Market Index Fund Investor A Shares (BASMX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BDBKX | BASMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.18 | ||
| Sortino ratioReturn per unit of downside risk | +0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.37 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 4.04 | 2.97 | +1.08 |
| Martin ratioReturn relative to average drawdown | 14.32 | 13.21 | +1.11 |
Loading charts...
Drawdowns
BDBKX vs. BASMX - Drawdown Comparison
The maximum BDBKX drawdown since its inception was -41.66%, which is greater than BASMX's maximum drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for BDBKX and BASMX.
Loading charts...
Drawdown Indicators
| BDBKX | BASMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.66% | -34.95% | -6.71% |
Max Drawdown (1Y)Largest decline over 1 year | -10.97% | -8.92% | -2.05% |
Max Drawdown (3Y)Largest decline over 3 years | -27.53% | -19.32% | -8.21% |
Max Drawdown (5Y)Largest decline over 5 years | -31.96% | -25.12% | -6.84% |
Max Drawdown (10Y)Largest decline over 10 years | -41.66% | -34.95% | -6.71% |
Current DrawdownCurrent decline from peak | 0.00% | -1.51% | +1.51% |
Average DrawdownAverage peak-to-trough decline | -8.72% | -4.58% | -4.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 2.00% | +1.09% |
Volatility
BDBKX vs. BASMX - Volatility Comparison
iShares Russell 2000 Small-Cap Index Fund Class K (BDBKX) has a higher volatility of 6.41% compared to iShares Total U.S. Stock Market Index Fund Investor A Shares (BASMX) at 4.74%. This indicates that BDBKX's price experiences larger fluctuations and is considered to be riskier than BASMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BDBKX | BASMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.41% | 4.74% | +1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 14.30% | 10.00% | +4.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.70% | 12.77% | +6.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.25% | 17.47% | +5.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.76% | 18.45% | +5.31% |
BDBKX vs. BASMX - Expense Ratio Comparison
BDBKX has a 0.07% expense ratio, which is lower than BASMX's 0.33% expense ratio.
Dividends
BDBKX vs. BASMX - Dividend Comparison
BDBKX's dividend yield for the trailing twelve months is around 2.61%, more than BASMX's 0.79% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BASMX iShares Total U.S. Stock Market Index Fund Investor A Shares | 0.79% | 0.86% | 0.99% | 1.19% | 1.33% | 1.33% | 1.20% | 1.90% | 2.18% | 1.93% | 1.37% | 0.00% |
BDBKX iShares Russell 2000 Small-Cap Index Fund Class K | 2.61% | 3.17% | 4.84% | 2.96% | 1.76% | 7.67% | 1.45% | 3.47% | 4.29% | 3.18% | 4.62% | 3.64% |
Frequently Asked Questions
BDBKX and BASMX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BDBKX has higher volatility (6.41%) compared to BASMX (4.74%). In terms of maximum drawdown, BDBKX dropped -41.66% vs BASMX's -34.95%.
BDBKX currently has the higher Sharpe Ratio (2.26 vs 2.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BDBKX and BASMX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer