BDSIX vs. BOSOX
Compare and contrast key facts about BlackRock Advantage Small Cap Core Fund (BDSIX) and Boston Trust Small Cap Fund (BOSOX).
BDSIX is managed by BlackRock. It was launched on Mar 14, 2013. BOSOX is managed by Boston Trust Walden.
Performance
BDSIX vs. BOSOX - Performance Comparison
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BDSIX vs. BOSOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BDSIX BlackRock Advantage Small Cap Core Fund | -1.90% | 13.72% | 11.86% | 16.53% | -19.33% | 14.82% | 19.56% | 32.12% | -8.82% | 10.31% |
BOSOX Boston Trust Small Cap Fund | -4.10% | -4.04% | 12.52% | 10.09% | -9.05% | 28.10% | 8.27% | 38.35% | -6.01% | 12.24% |
Returns By Period
In the year-to-date period, BDSIX achieves a -1.90% return, which is significantly higher than BOSOX's -4.10% return. Over the past 10 years, BDSIX has outperformed BOSOX with an annualized return of 10.29%, while BOSOX has yielded a comparatively lower 9.28% annualized return.
BDSIX
- 1D
- -1.61%
- 1M
- -7.68%
- YTD
- -1.90%
- 6M
- 1.01%
- 1Y
- 22.34%
- 3Y*
- 12.23%
- 5Y*
- 3.81%
- 10Y*
- 10.29%
BOSOX
- 1D
- -0.25%
- 1M
- -8.25%
- YTD
- -4.10%
- 6M
- -4.75%
- 1Y
- -4.04%
- 3Y*
- 3.34%
- 5Y*
- 3.57%
- 10Y*
- 9.28%
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BDSIX vs. BOSOX - Expense Ratio Comparison
BDSIX has a 0.50% expense ratio, which is lower than BOSOX's 1.00% expense ratio.
Return for Risk
BDSIX vs. BOSOX — Risk / Return Rank
BDSIX
BOSOX
BDSIX vs. BOSOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Small Cap Core Fund (BDSIX) and Boston Trust Small Cap Fund (BOSOX). 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 | BOSOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | -0.13 | +1.08 |
Sortino ratioReturn per unit of downside risk | 1.45 | -0.05 | +1.50 |
Omega ratioGain probability vs. loss probability | 1.19 | 0.99 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | -0.33 | +1.73 |
Martin ratioReturn relative to average drawdown | 5.62 | -1.03 | +6.65 |
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
| BDSIX | BOSOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | -0.13 | +1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.20 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.48 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.41 | -0.02 |
Correlation
The correlation between BDSIX and BOSOX is 0.92, 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
BDSIX vs. BOSOX - Dividend Comparison
BDSIX's dividend yield for the trailing twelve months is around 4.85%, more than BOSOX's 4.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDSIX BlackRock Advantage Small Cap Core Fund | 4.85% | 4.76% | 0.76% | 0.96% | 3.51% | 12.04% | 2.56% | 0.88% | 5.67% | 2.32% | 0.34% | 5.72% |
BOSOX Boston Trust Small Cap Fund | 4.60% | 4.41% | 6.52% | 0.78% | 5.09% | 8.93% | 2.56% | 12.46% | 16.19% | 9.13% | 3.14% | 18.92% |
Drawdowns
BDSIX vs. BOSOX - Drawdown Comparison
The maximum BDSIX drawdown since its inception was -43.36%, smaller than the maximum BOSOX drawdown of -51.32%. Use the drawdown chart below to compare losses from any high point for BDSIX and BOSOX.
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Drawdown Indicators
| BDSIX | BOSOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.36% | -51.32% | +7.96% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -11.89% | -2.00% |
Max Drawdown (5Y)Largest decline over 5 years | -31.66% | -22.36% | -9.30% |
Max Drawdown (10Y)Largest decline over 10 years | -43.36% | -36.79% | -6.57% |
Current DrawdownCurrent decline from peak | -9.89% | -16.07% | +6.18% |
Average DrawdownAverage peak-to-trough decline | -8.72% | -7.26% | -1.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 3.82% | -0.35% |
Volatility
BDSIX vs. BOSOX - Volatility Comparison
BlackRock Advantage Small Cap Core Fund (BDSIX) has a higher volatility of 6.84% compared to Boston Trust Small Cap Fund (BOSOX) at 4.10%. This indicates that BDSIX's price experiences larger fluctuations and is considered to be riskier than BOSOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BDSIX | BOSOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.84% | 4.10% | +2.74% |
Volatility (6M)Calculated over the trailing 6-month period | 14.40% | 10.48% | +3.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.23% | 18.96% | +4.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.56% | 17.82% | +4.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.33% | 19.56% | +3.77% |