BDOAX vs. APDIX
Compare and contrast key facts about iShares MSCI Total International Index Fund Class A (BDOAX) and Artisan International Fund Advisor Class (APDIX).
BDOAX is a passively managed fund by iShares that tracks the performance of the MSCI All Country World ex US Index (Net TR) (USD). It was launched on Jun 30, 2011. APDIX is an actively managed fund by Artisan. It was launched on Apr 1, 2015.
Performance
BDOAX vs. APDIX - Performance Comparison
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BDOAX vs. APDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BDOAX iShares MSCI Total International Index Fund Class A | -1.27% | 32.20% | 5.02% | 14.81% | -16.63% | 7.36% | 10.47% | 20.81% | -14.19% | 26.16% |
APDIX Artisan International Fund Advisor Class | 3.78% | 36.36% | 10.78% | 14.44% | -19.44% | 9.01% | 7.75% | 29.33% | -10.86% | 31.12% |
Returns By Period
In the year-to-date period, BDOAX achieves a -1.27% return, which is significantly lower than APDIX's 3.78% return. Over the past 10 years, BDOAX has underperformed APDIX with an annualized return of 7.93%, while APDIX has yielded a comparatively higher 9.25% annualized return.
BDOAX
- 1D
- -0.08%
- 1M
- -11.12%
- YTD
- -1.27%
- 6M
- 3.25%
- 1Y
- 22.97%
- 3Y*
- 13.74%
- 5Y*
- 6.35%
- 10Y*
- 7.93%
APDIX
- 1D
- -0.58%
- 1M
- -8.94%
- YTD
- 3.78%
- 6M
- 5.53%
- 1Y
- 29.45%
- 3Y*
- 18.32%
- 5Y*
- 9.45%
- 10Y*
- 9.25%
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BDOAX vs. APDIX - Expense Ratio Comparison
BDOAX has a 0.41% expense ratio, which is lower than APDIX's 1.05% expense ratio.
Return for Risk
BDOAX vs. APDIX — Risk / Return Rank
BDOAX
APDIX
BDOAX vs. APDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Total International Index Fund Class A (BDOAX) and Artisan International Fund Advisor Class (APDIX). 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.
| BDOAX | APDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.85 | -0.47 |
Sortino ratioReturn per unit of downside risk | 1.87 | 2.38 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.35 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 2.52 | -0.70 |
Martin ratioReturn relative to average drawdown | 7.15 | 10.62 | -3.46 |
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
| BDOAX | APDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.85 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.61 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.58 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.54 | -0.25 |
Correlation
The correlation between BDOAX and APDIX is 0.87, 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
BDOAX vs. APDIX - Dividend Comparison
BDOAX's dividend yield for the trailing twelve months is around 2.22%, less than APDIX's 22.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDOAX iShares MSCI Total International Index Fund Class A | 2.22% | 2.84% | 2.62% | 2.74% | 2.61% | 2.46% | 1.79% | 2.85% | 3.05% | 1.65% | 3.33% | 3.78% |
APDIX Artisan International Fund Advisor Class | 22.01% | 22.84% | 10.42% | 2.00% | 2.74% | 23.63% | 3.39% | 5.41% | 9.98% | 0.83% | 1.45% | 0.00% |
Drawdowns
BDOAX vs. APDIX - Drawdown Comparison
The maximum BDOAX drawdown since its inception was -35.53%, which is greater than APDIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for BDOAX and APDIX.
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Drawdown Indicators
| BDOAX | APDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.53% | -33.79% | -1.74% |
Max Drawdown (1Y)Largest decline over 1 year | -11.37% | -9.77% | -1.60% |
Max Drawdown (5Y)Largest decline over 5 years | -30.54% | -33.79% | +3.25% |
Max Drawdown (10Y)Largest decline over 10 years | -35.53% | -33.79% | -1.74% |
Current DrawdownCurrent decline from peak | -11.37% | -9.77% | -1.60% |
Average DrawdownAverage peak-to-trough decline | -8.80% | -7.06% | -1.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 2.59% | +0.30% |
Volatility
BDOAX vs. APDIX - Volatility Comparison
iShares MSCI Total International Index Fund Class A (BDOAX) has a higher volatility of 7.06% compared to Artisan International Fund Advisor Class (APDIX) at 6.03%. This indicates that BDOAX's price experiences larger fluctuations and is considered to be riskier than APDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BDOAX | APDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.06% | 6.03% | +1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 10.12% | +0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.08% | 15.32% | +0.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.19% | 15.61% | -0.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.16% | 16.16% | 0.00% |