BDSIX vs. ^SP500TR

Last updated Apr 2, 2026

Compare and contrast key facts about BlackRock Advantage Small Cap Core Fund (BDSIX) and S&P 500 Total Return (^SP500TR).

BDSIX is managed by BlackRock. It was launched on Mar 14, 2013.

Performance

BDSIX vs. ^SP500TR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Advantage Small Cap Core Fund (BDSIX) and S&P 500 Total Return (^SP500TR). The values are adjusted to include any dividend payments, if applicable.

BDSIX vs. ^SP500TR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BDSIX BlackRock Advantage Small Cap Core Fund	1.50%	13.72%	11.86%	16.53%	-19.33%	14.82%	19.56%	32.12%	-8.82%	10.31%
^SP500TR S&P 500 Total Return	-3.64%	17.88%	25.02%	26.29%	-18.11%	28.71%	18.40%	31.49%	-4.38%	21.83%

Returns By Period

In the year-to-date period, BDSIX achieves a 1.50% return, which is significantly higher than ^SP500TR's -3.64% return. Over the past 10 years, BDSIX has underperformed ^SP500TR with an annualized return of 10.67%, while ^SP500TR has yielded a comparatively higher 14.17% annualized return.

BDSIX

• 1D: 3.47%
• 1M: -5.45%
• YTD: 1.50%
• 6M: 4.25%
• 1Y: 26.43%
• 3Y*: 13.52%
• 5Y*: 4.21%
• 10Y*: 10.67%

^SP500TR

• 1D: 0.72%
• 1M: -4.34%
• YTD: -3.64%
• 6M: -1.43%
• 1Y: 18.20%
• 3Y*: 18.60%
• 5Y*: 11.96%
• 10Y*: 14.17%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

BDSIX vs. ^SP500TR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BDSIX

BDSIX Risk / Return Rank: 65
BDSIX Sharpe Ratio Rank: 60
BDSIX Sortino Ratio Rank: 63
BDSIX Omega Ratio Rank: 51
BDSIX Calmar Ratio Rank: 76
BDSIX Martin Ratio Rank: 74

^SP500TR

^SP500TR Risk / Return Rank: 72
^SP500TR Sharpe Ratio Rank: 66
^SP500TR Sortino Ratio Rank: 69
^SP500TR Omega Ratio Rank: 74
^SP500TR Calmar Ratio Rank: 67
^SP500TR Martin Ratio Rank: 83

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BDSIX vs. ^SP500TR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Small Cap Core Fund (BDSIX) and S&P 500 Total Return (^SP500TR). 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.

	BDSIX	^SP500TR	Difference
Sharpe ratio Return per unit of total volatility	1.14	1.00	+0.14
Sortino ratio Return per unit of downside risk	1.69	1.52	+0.17
Omega ratio Gain probability vs. loss probability	1.22	1.23	-0.01
Calmar ratio Return relative to maximum drawdown	1.89	1.54	+0.35
Martin ratio Return relative to average drawdown	7.52	7.32	+0.20
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BDSIX vs. ^SP500TR - Sharpe Ratio Comparison

The current BDSIX Sharpe Ratio is 1.14, which is comparable to the ^SP500TR Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of BDSIX and ^SP500TR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BDSIX	^SP500TR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.14	1.00	+0.14
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.19	0.71	-0.52
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.46	0.79	-0.33
Sharpe Ratio (All Time) Calculated using the full available price history	0.40	0.62	-0.22

Correlation

The correlation between BDSIX and ^SP500TR is 0.82, 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.

Drawdowns

BDSIX vs. ^SP500TR - Drawdown Comparison

The maximum BDSIX drawdown since its inception was -43.36%, smaller than the maximum ^SP500TR drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for BDSIX and ^SP500TR.

Drawdown Indicators

	BDSIX	^SP500TR	Difference
Max Drawdown Largest peak-to-trough decline	-43.36%	-55.25%	+11.89%
Max Drawdown (1Y) Largest decline over 1 year	-13.89%	-12.12%	-1.77%
Max Drawdown (5Y) Largest decline over 5 years	-31.66%	-24.49%	-7.17%
Max Drawdown (10Y) Largest decline over 10 years	-43.36%	-33.79%	-9.57%
Current Drawdown Current decline from peak	-6.76%	-5.55%	-1.21%
Average Drawdown Average peak-to-trough decline	-8.71%	-8.20%	-0.51%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.49%	2.55%	+0.94%

Volatility

BDSIX vs. ^SP500TR - Volatility Comparison

BlackRock Advantage Small Cap Core Fund (BDSIX) has a higher volatility of 7.71% compared to S&P 500 Total Return (^SP500TR) at 5.38%. This indicates that BDSIX's price experiences larger fluctuations and is considered to be riskier than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BDSIX	^SP500TR	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.71%	5.38%	+2.33%
Volatility (6M) Calculated over the trailing 6-month period	14.79%	9.55%	+5.24%
Volatility (1Y) Calculated over the trailing 1-year period	23.43%	18.32%	+5.11%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.61%	16.90%	+5.71%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.36%	18.05%	+5.31%