BDBKX vs. RIVSX
BDBKX (iShares Russell 2000 Small-Cap Index Fund Class K) and RIVSX (River Oak Discovery Fund) are both Small Cap Blend Equities funds. Over the past 10 years, BDBKX returned 11.18%/yr vs 12.25%/yr for RIVSX. Their correlation of 0.90 suggests significant overlap in exposure. BDBKX charges 0.07%/yr vs 1.18%/yr for RIVSX.
Performance
BDBKX vs. RIVSX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BDBKX achieves a 18.66% return, which is significantly lower than RIVSX's 32.82% return. Over the past 10 years, BDBKX has underperformed RIVSX with an annualized return of 11.18%, while RIVSX has yielded a comparatively higher 12.25% annualized return.
BDBKX
- 1D
- 0.92%
- 1M
- 4.99%
- YTD
- 18.66%
- 6M
- 17.35%
- 1Y
- 41.13%
- 3Y*
- 18.59%
- 5Y*
- 6.60%
- 10Y*
- 11.18%
RIVSX
- 1D
- 1.77%
- 1M
- 7.32%
- YTD
- 32.82%
- 6M
- 32.38%
- 1Y
- 54.84%
- 3Y*
- 17.61%
- 5Y*
- 9.28%
- 10Y*
- 12.25%
BDBKX vs. RIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BDBKX iShares Russell 2000 Small-Cap Index Fund Class K | 18.66% | 12.81% | 11.40% | 17.04% | -20.32% | 14.59% | 20.02% | 25.66% | -11.01% | 14.71% |
RIVSX River Oak Discovery Fund | 32.82% | 9.11% | 4.42% | 8.18% | -14.53% | 24.78% | 29.00% | 30.36% | -13.72% | 11.33% |
Correlation
The correlation between BDBKX and RIVSX is 0.85, 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 | 0.85 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.90 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Apr 1, 2011 | 0.90 |
The correlation between BDBKX and RIVSX has been stable across timeframes, ranging from 0.85 to 0.90 - 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. RIVSX — Risk / Return Rank
BDBKX
RIVSX
BDBKX vs. RIVSX - 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 River Oak Discovery Fund (RIVSX). 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 | RIVSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.80 | ||
| Sortino ratioReturn per unit of downside risk | -1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.52 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 3.97 | 6.32 | -2.35 |
| Martin ratioReturn relative to average drawdown | 14.10 | 22.36 | -8.26 |
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 charts...
Sharpe Ratios by Period
| BDBKX | RIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.28 | 3.08 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.46 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.56 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.38 | +0.06 |
Drawdowns
BDBKX vs. RIVSX - Drawdown Comparison
The maximum BDBKX drawdown since its inception was -41.66%, smaller than the maximum RIVSX drawdown of -60.61%. Use the drawdown chart below to compare losses from any high point for BDBKX and RIVSX.
Loading charts...
Drawdown Indicators
| BDBKX | RIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.66% | -60.61% | +18.95% |
Max Drawdown (1Y)Largest decline over 1 year | -10.97% | -9.11% | -1.86% |
Max Drawdown (3Y)Largest decline over 3 years | -27.53% | -24.52% | -3.01% |
Max Drawdown (5Y)Largest decline over 5 years | -31.96% | -25.75% | -6.21% |
Max Drawdown (10Y)Largest decline over 10 years | -41.66% | -41.45% | -0.21% |
Current DrawdownCurrent decline from peak | -0.13% | 0.00% | -0.13% |
Average DrawdownAverage peak-to-trough decline | -8.74% | -10.49% | +1.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 2.57% | +0.51% |
Volatility
BDBKX vs. RIVSX - Volatility Comparison
iShares Russell 2000 Small-Cap Index Fund Class K (BDBKX) and River Oak Discovery Fund (RIVSX) have volatilities of 5.56% and 5.33%, 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.
Loading charts...
Volatility by Period
| BDBKX | RIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.56% | 5.33% | +0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 13.55% | 12.35% | +1.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.09% | 18.68% | +0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.17% | 20.26% | +2.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.71% | 21.92% | +1.79% |
BDBKX vs. RIVSX - Expense Ratio Comparison
BDBKX has a 0.07% expense ratio, which is lower than RIVSX's 1.18% expense ratio.
Dividends
BDBKX vs. RIVSX - Dividend Comparison
BDBKX's dividend yield for the trailing twelve months is around 2.67%, more than RIVSX's 0.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDBKX iShares Russell 2000 Small-Cap Index Fund Class K | 2.67% | 3.17% | 4.84% | 2.96% | 1.76% | 7.67% | 1.45% | 3.47% | 4.29% | 3.18% | 4.62% | 3.64% |
RIVSX River Oak Discovery Fund | 0.22% | 0.29% | 0.00% | 0.00% | 0.15% | 16.84% | 14.54% | 3.81% | 17.54% | 5.48% | 0.00% | 0.11% |
Frequently Asked Questions
BDBKX and RIVSX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BDBKX has higher volatility (5.56%) compared to RIVSX (5.33%). In terms of maximum drawdown, BDBKX dropped -41.66% vs RIVSX's -60.61%.
RIVSX currently has the higher Sharpe Ratio (3.08 vs 2.28), 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 RIVSX
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