BDBKX vs. FSSNX
Compare and contrast key facts about iShares Russell 2000 Small-Cap Index Fund Class K (BDBKX) and Fidelity Small Cap Index Fund (FSSNX).
BDBKX is a passively managed fund by iShares that tracks the performance of the Russell 2000 Index. It was launched on Apr 1, 2011. FSSNX is managed by Fidelity. It was launched on Sep 8, 2011.
Performance
BDBKX vs. FSSNX - Performance Comparison
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BDBKX vs. FSSNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | 14.71% |
FSSNX Fidelity Small Cap Index Fund | -2.46% | 12.94% | 11.71% | 17.11% | -20.28% | 14.70% | 19.99% | 25.70% | -11.24% | 14.54% |
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with BDBKX at -2.46% and FSSNX at -2.46%. Both investments have delivered pretty close results over the past 10 years, with BDBKX having a 9.49% annualized return and FSSNX not far ahead at 9.53%.
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%
FSSNX
- 1D
- -1.44%
- 1M
- -8.16%
- YTD
- -2.46%
- 6M
- -0.28%
- 1Y
- 21.68%
- 3Y*
- 11.92%
- 5Y*
- 3.17%
- 10Y*
- 9.53%
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BDBKX vs. FSSNX - Expense Ratio Comparison
BDBKX has a 0.07% expense ratio, which is higher than FSSNX's 0.03% 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%.
Return for Risk
BDBKX vs. FSSNX — Risk / Return Rank
BDBKX
FSSNX
BDBKX vs. FSSNX - 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 Fidelity Small Cap Index Fund (FSSNX). 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.
| BDBKX | FSSNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.92 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.41 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.18 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.34 | -0.01 |
Martin ratioReturn relative to average drawdown | 5.03 | 5.05 | -0.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BDBKX | FSSNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.92 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.14 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.41 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.48 | -0.10 |
Correlation
The correlation between BDBKX and FSSNX is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BDBKX vs. FSSNX - Dividend Comparison
BDBKX's dividend yield for the trailing twelve months is around 3.25%, more than FSSNX's 1.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FSSNX Fidelity Small Cap Index Fund | 1.11% | 1.08% | 1.04% | 1.43% | 1.26% | 3.92% | 0.94% | 2.96% | 4.94% | 3.37% | 2.27% | 2.66% |
Drawdowns
BDBKX vs. FSSNX - Drawdown Comparison
The maximum BDBKX drawdown since its inception was -41.66%, roughly equal to the maximum FSSNX drawdown of -41.72%. Use the drawdown chart below to compare losses from any high point for BDBKX and FSSNX.
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Drawdown Indicators
| BDBKX | FSSNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.66% | -41.72% | +0.06% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -13.89% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -31.96% | -31.87% | -0.09% |
Max Drawdown (10Y)Largest decline over 10 years | -41.66% | -41.72% | +0.06% |
Current DrawdownCurrent decline from peak | -10.97% | -11.00% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -8.83% | -8.37% | -0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 3.68% | -0.01% |
Volatility
BDBKX vs. FSSNX - Volatility Comparison
iShares Russell 2000 Small-Cap Index Fund Class K (BDBKX) and Fidelity Small Cap Index Fund (FSSNX) have volatilities of 6.59% and 6.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BDBKX | FSSNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.59% | 6.60% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 14.10% | 14.12% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.12% | 23.11% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.15% | 22.56% | +0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.65% | 23.38% | +0.27% |