BDBKX vs. WWSIX
BDBKX (iShares Russell 2000 Small-Cap Index Fund Class K) and WWSIX (Keeley Small Cap Fund Class Institutional) are both Small Cap Blend Equities funds. BDBKX is passively managed, while WWSIX is actively managed. Over the past 10 years, BDBKX returned 11.18%/yr vs 14.69%/yr for WWSIX. Their correlation of 0.94 suggests significant overlap in exposure. BDBKX charges 0.07%/yr vs 1.00%/yr for WWSIX.
Performance
BDBKX vs. WWSIX - Performance Comparison
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Returns By Period
In the year-to-date period, BDBKX achieves a 18.66% return, which is significantly lower than WWSIX's 26.69% return. Over the past 10 years, BDBKX has underperformed WWSIX with an annualized return of 11.18%, while WWSIX has yielded a comparatively higher 14.69% 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%
WWSIX
- 1D
- 1.16%
- 1M
- 4.17%
- YTD
- 26.69%
- 6M
- 27.09%
- 1Y
- 60.23%
- 3Y*
- 24.00%
- 5Y*
- 11.84%
- 10Y*
- 14.69%
BDBKX vs. WWSIX - 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% |
WWSIX Keeley Small Cap Fund Class Institutional | 26.69% | 17.55% | 15.79% | 12.87% | -12.30% | 30.04% | 11.27% | 28.74% | -13.49% | 16.07% |
Correlation
The correlation between BDBKX and WWSIX is 0.89, 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 | 0.89 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Apr 1, 2011 | 0.94 |
The correlation between BDBKX and WWSIX has been stable across timeframes, ranging from 0.89 to 0.94 - a consistent structural relationship.
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Return for Risk
BDBKX vs. WWSIX — Risk / Return Rank
BDBKX
WWSIX
BDBKX vs. WWSIX - 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 Keeley Small Cap Fund Class Institutional (WWSIX). 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 | WWSIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.82 | ||
| Sortino ratioReturn per unit of downside risk | -0.92 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.53 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 3.97 | 6.30 | -2.33 |
| Martin ratioReturn relative to average drawdown | 14.10 | 22.98 | -8.88 |
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 | WWSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.28 | 3.10 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.55 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.62 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.44 | 0.00 |
Drawdowns
BDBKX vs. WWSIX - Drawdown Comparison
The maximum BDBKX drawdown since its inception was -41.66%, smaller than the maximum WWSIX drawdown of -59.71%. Use the drawdown chart below to compare losses from any high point for BDBKX and WWSIX.
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Drawdown Indicators
| BDBKX | WWSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.66% | -59.71% | +18.05% |
Max Drawdown (1Y)Largest decline over 1 year | -10.97% | -10.17% | -0.80% |
Max Drawdown (3Y)Largest decline over 3 years | -27.53% | -26.17% | -1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -31.96% | -26.17% | -5.79% |
Max Drawdown (10Y)Largest decline over 10 years | -41.66% | -45.11% | +3.45% |
Current DrawdownCurrent decline from peak | -0.13% | -0.34% | +0.21% |
Average DrawdownAverage peak-to-trough decline | -8.74% | -8.96% | +0.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 2.78% | +0.30% |
Volatility
BDBKX vs. WWSIX - Volatility Comparison
iShares Russell 2000 Small-Cap Index Fund Class K (BDBKX) has a higher volatility of 5.56% compared to Keeley Small Cap Fund Class Institutional (WWSIX) at 5.21%. This indicates that BDBKX's price experiences larger fluctuations and is considered to be riskier than WWSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BDBKX | WWSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.56% | 5.21% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 13.55% | 13.81% | -0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.09% | 20.70% | -1.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.17% | 21.65% | +1.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.71% | 23.72% | -0.01% |
BDBKX vs. WWSIX - Expense Ratio Comparison
BDBKX has a 0.07% expense ratio, which is lower than WWSIX's 1.00% expense ratio.
Dividends
BDBKX vs. WWSIX - Dividend Comparison
BDBKX's dividend yield for the trailing twelve months is around 2.67%, less than WWSIX's 6.09% 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% |
WWSIX Keeley Small Cap Fund Class Institutional | 6.09% | 7.72% | 28.12% | 3.00% | 1.85% | 5.58% | 0.20% | 4.70% | 14.34% | 8.83% | 9.05% | 18.47% |
Frequently Asked Questions
BDBKX and WWSIX have a correlation of 0.89, 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 WWSIX (5.21%). In terms of maximum drawdown, BDBKX dropped -41.66% vs WWSIX's -59.71%.
WWSIX currently has the higher Sharpe Ratio (3.10 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.
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