BDOIX vs. NASDX
Compare and contrast key facts about iShares MSCI Total International Index Fund (BDOIX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
BDOIX is managed by BlackRock. It was launched on Jun 30, 2011. NASDX is a passively managed fund by BlackRock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000.
Performance
BDOIX vs. NASDX - Performance Comparison
Loading graphics...
BDOIX vs. NASDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BDOIX iShares MSCI Total International Index Fund | -1.20% | 32.57% | 5.19% | 15.25% | -16.39% | 7.59% | 10.72% | 21.19% | -13.94% | 26.33% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | -9.12% | 21.00% | 36.91% | 54.69% | -32.57% | 27.32% | 48.59% | 38.22% | -1.21% | 31.27% |
Returns By Period
In the year-to-date period, BDOIX achieves a -1.20% return, which is significantly higher than NASDX's -9.12% return. Over the past 10 years, BDOIX has underperformed NASDX with an annualized return of 8.21%, while NASDX has yielded a comparatively higher 19.08% annualized return.
BDOIX
- 1D
- -0.16%
- 1M
- -11.12%
- YTD
- -1.20%
- 6M
- 3.31%
- 1Y
- 23.32%
- 3Y*
- 14.05%
- 5Y*
- 6.64%
- 10Y*
- 8.21%
NASDX
- 1D
- -0.79%
- 1M
- -8.02%
- YTD
- -9.12%
- 6M
- -6.79%
- 1Y
- 19.59%
- 3Y*
- 24.51%
- 5Y*
- 14.42%
- 10Y*
- 19.08%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BDOIX vs. NASDX - Expense Ratio Comparison
BDOIX has a 0.15% expense ratio, which is lower than NASDX's 0.63% expense ratio.
Return for Risk
BDOIX vs. NASDX — Risk / Return Rank
BDOIX
NASDX
BDOIX vs. NASDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Total International Index Fund (BDOIX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). 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.
| BDOIX | NASDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 0.88 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.90 | 1.40 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.20 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 1.31 | +0.53 |
Martin ratioReturn relative to average drawdown | 7.28 | 5.01 | +2.26 |
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 graphics...
Sharpe Ratios by Period
| BDOIX | NASDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 0.88 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.63 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.85 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.29 | +0.02 |
Correlation
The correlation between BDOIX and NASDX is 0.71, 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
BDOIX vs. NASDX - Dividend Comparison
BDOIX's dividend yield for the trailing twelve months is around 2.40%, less than NASDX's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDOIX iShares MSCI Total International Index Fund | 2.40% | 3.08% | 2.89% | 2.99% | 2.91% | 3.07% | 2.00% | 3.08% | 3.33% | 1.83% | 3.57% | 3.94% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 3.93% | 3.76% | 16.95% | 7.61% | 3.75% | 2.59% | 1.28% | 7.09% | 2.47% | 1.65% | 0.75% | 0.85% |
Drawdowns
BDOIX vs. NASDX - Drawdown Comparison
The maximum BDOIX drawdown since its inception was -35.10%, smaller than the maximum NASDX drawdown of -83.16%. Use the drawdown chart below to compare losses from any high point for BDOIX and NASDX.
Loading graphics...
Drawdown Indicators
| BDOIX | NASDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.10% | -83.16% | +48.06% |
Max Drawdown (1Y)Largest decline over 1 year | -11.37% | -12.70% | +1.33% |
Max Drawdown (5Y)Largest decline over 5 years | -30.25% | -35.33% | +5.08% |
Max Drawdown (10Y)Largest decline over 10 years | -35.10% | -35.33% | +0.23% |
Current DrawdownCurrent decline from peak | -11.37% | -11.90% | +0.53% |
Average DrawdownAverage peak-to-trough decline | -8.57% | -34.59% | +26.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 3.32% | -0.44% |
Volatility
BDOIX vs. NASDX - Volatility Comparison
iShares MSCI Total International Index Fund (BDOIX) has a higher volatility of 7.04% compared to Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) at 5.38%. This indicates that BDOIX's price experiences larger fluctuations and is considered to be riskier than NASDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BDOIX | NASDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.04% | 5.38% | +1.66% |
Volatility (6M)Calculated over the trailing 6-month period | 10.84% | 12.45% | -1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.08% | 22.55% | -6.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.17% | 23.03% | -7.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.10% | 22.61% | -6.51% |