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BDBKX vs. BKIPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

BDBKX vs. BKIPX

Last updated Apr 1, 2026

Compare and contrast key facts about iShares Russell 2000 Small-Cap Index Fund Class K (BDBKX) and iShares Short-Term TIPS Bond Index Fund Class K (BKIPX).

BDBKX is a passively managed fund by iShares that tracks the performance of the Russell 2000 Index. It was launched on Apr 1, 2011. BKIPX is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index. It was launched on Feb 16, 2016. Both BDBKX and BKIPX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

BDBKX vs. BKIPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Russell 2000 Small-Cap Index Fund Class K (BDBKX) and iShares Short-Term TIPS Bond Index Fund Class K (BKIPX). The values are adjusted to include any dividend payments, if applicable.

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BDBKX vs. BKIPX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
BDBKX
iShares Russell 2000 Small-Cap Index Fund Class K		-2.46%12.81%11.40%17.04%-20.32%14.59%20.02%25.66%-11.01%14.01%
BKIPX
iShares Short-Term TIPS Bond Index Fund Class K		0.73%6.08%4.77%3.37%-4.18%5.21%4.86%4.90%0.61%0.90%

Returns By Period

In the year-to-date period, BDBKX achieves a -2.46% return, which is significantly lower than BKIPX's 0.73% return.

BDBKX

1D
-1.43%
1M
-8.15%
YTD
-2.46%
6M
-0.33%
1Y
21.55%
3Y*
11.76%
5Y*
3.06%
10Y*
9.49%

BKIPX

1D
0.20%
1M
-0.20%
YTD
0.73%
6M
1.06%
1Y
3.68%
3Y*
4.22%
5Y*
2.90%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

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iShares Russell 2000 Small-Cap Index Fund Class K

iShares Short-Term TIPS Bond Index Fund Class K

Often compared with BDBKX:
BDBKX vs. BKTSXBDBKX vs. MDIIXBDBKX vs. BRGKXBDBKX vs. BDOKXBDBKX vs. BSPIXBDBKX vs. BSPGXBDBKX vs. BTMKX
Often compared with BKIPX:
BKIPX vs. IPBAXBKIPX vs. SEIAXBKIPX vs. BRGKXBKIPX vs. FSPWXBKIPX vs. RRPAXBKIPX vs. FFNYXBKIPX vs. VCTPX

BDBKX vs. BKIPX - Expense Ratio Comparison

BDBKX has a 0.07% expense ratio, which is higher than BKIPX's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

BDBKX
iShares Russell 2000 Small-Cap Index Fund Class K
BKIPX
iShares Short-Term TIPS Bond Index Fund Class K

Return for Risk

BDBKX vs. BKIPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BDBKX
BDBKX Risk / Return Rank: 4646
Overall Rank
BDBKX Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
BDBKX Sortino Ratio Rank: 4747
Sortino Ratio Rank
BDBKX Omega Ratio Rank: 3636
Omega Ratio Rank
BDBKX Calmar Ratio Rank: 5454
Calmar Ratio Rank
BDBKX Martin Ratio Rank: 5151
Martin Ratio Rank
BKIPX
BKIPX Risk / Return Rank: 9393
Overall Rank
BKIPX Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
BKIPX Sortino Ratio Rank: 9595
Sortino Ratio Rank
BKIPX Omega Ratio Rank: 9292
Omega Ratio Rank
BKIPX Calmar Ratio Rank: 9797
Calmar Ratio Rank
BKIPX Martin Ratio Rank: 9494
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BDBKX vs. BKIPX - 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 Short-Term TIPS Bond Index Fund Class K (BKIPX). 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.

BDBKXBKIPXDifference

Sharpe ratio

Return per unit of total volatility

0.91

1.84

-0.93

Sortino ratio

Return per unit of downside risk

1.40

3.16

-1.76

Omega ratio

Gain probability vs. loss probability

1.18

1.44

-0.26

Calmar ratio

Return relative to maximum drawdown

1.33

4.28

-2.96

Martin ratio

Return relative to average drawdown

5.03

12.41

-7.38

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BDBKX vs. BKIPX - Sharpe Ratio Comparison

The current BDBKX Sharpe Ratio is 0.91, which is lower than the BKIPX Sharpe Ratio of 1.84. The chart below compares the historical Sharpe Ratios of BDBKX and BKIPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

BDBKXBKIPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.91

1.84

-0.93

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.13

0.95

-0.81

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

1.11

-0.73

Correlation

The correlation between BDBKX and BKIPX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

BDBKX vs. BKIPX - Dividend Comparison

BDBKX's dividend yield for the trailing twelve months is around 3.25%, less than BKIPX's 3.60% yield.

TTM20252024202320222021202020192018201720162015
BDBKX
iShares Russell 2000 Small-Cap Index Fund Class K		3.25%3.17%4.84%2.96%1.76%7.67%1.45%3.47%4.29%3.18%4.62%3.64%
BKIPX
iShares Short-Term TIPS Bond Index Fund Class K		3.60%4.68%4.33%2.77%4.80%4.41%1.17%2.54%2.56%1.90%0.00%0.00%

Drawdowns

BDBKX vs. BKIPX - Drawdown Comparison

The maximum BDBKX drawdown since its inception was -41.66%, which is greater than BKIPX's maximum drawdown of -6.42%. Use the drawdown chart below to compare losses from any high point for BDBKX and BKIPX.

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Drawdown Indicators

BDBKXBKIPXDifference

Max Drawdown

Largest peak-to-trough decline

-41.66%

-6.42%

-35.24%

Max Drawdown (1Y)

Largest decline over 1 year

-13.89%

-1.12%

-12.77%

Max Drawdown (5Y)

Largest decline over 5 years

-31.96%

-6.42%

-25.54%

Max Drawdown (10Y)

Largest decline over 10 years

-41.66%

—

—

Current Drawdown

Current decline from peak

-10.97%

-0.51%

-10.46%

Average Drawdown

Average peak-to-trough decline

-8.83%

-1.08%

-7.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.67%

0.39%

+3.28%

Volatility

BDBKX vs. BKIPX - Volatility Comparison

iShares Russell 2000 Small-Cap Index Fund Class K (BDBKX) has a higher volatility of 6.59% compared to iShares Short-Term TIPS Bond Index Fund Class K (BKIPX) at 0.66%. This indicates that BDBKX's price experiences larger fluctuations and is considered to be riskier than BKIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

BDBKXBKIPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.59%

0.66%

+5.93%

Volatility (6M)

Calculated over the trailing 6-month period

14.10%

1.27%

+12.83%

Volatility (1Y)

Calculated over the trailing 1-year period

23.12%

2.51%

+20.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.15%

3.08%

+20.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.65%

2.62%

+21.03%