BDSIX vs. BRK-B
BDSIX (BlackRock Advantage Small Cap Core Fund) is Small Cap Blend Equities fund managed by BlackRock, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, BDSIX returned 12.58%/yr vs 13.48%/yr for BRK-B. A 0.56 correlation means they provide meaningful diversification when combined.
Performance
BDSIX vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, BDSIX achieves a 22.22% return, which is significantly higher than BRK-B's -1.56% return. Over the past 10 years, BDSIX has underperformed BRK-B with an annualized return of 12.58%, while BRK-B has yielded a comparatively higher 13.48% annualized return.
BDSIX
- 1D
- -1.09%
- 1M
- 3.74%
- YTD
- 22.22%
- 6M
- 19.01%
- 1Y
- 42.48%
- 3Y*
- 20.82%
- 5Y*
- 7.31%
- 10Y*
- 12.58%
BRK-B
- 1D
- 0.41%
- 1M
- 1.73%
- YTD
- -1.56%
- 6M
- -1.30%
- 1Y
- 0.27%
- 3Y*
- 13.86%
- 5Y*
- 12.19%
- 10Y*
- 13.48%
BDSIX vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BDSIX BlackRock Advantage Small Cap Core Fund | 22.22% | 13.72% | 11.86% | 16.53% | -19.33% | 14.82% | 19.56% | 32.12% | -8.82% | 10.31% |
BRK-B Berkshire Hathaway Inc. | -1.56% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Correlation
The correlation between BDSIX and BRK-B is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.56 |
Over the past year, the correlation between BDSIX and BRK-B has dropped to 0.11 - well below their long-term average of 0.56, suggesting their price drivers have been diverging.
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Return for Risk
BDSIX vs. BRK-B — Risk / Return Rank
BDSIX
BRK-B
BDSIX vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Small Cap Core Fund (BDSIX) and Berkshire Hathaway Inc. (BRK-B). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BDSIX | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.25 | ||
| Sortino ratioReturn per unit of downside risk | +2.93 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.02 | +0.36 |
| Calmar ratioReturn relative to maximum drawdown | 4.52 | 0.03 | +4.49 |
| Martin ratioReturn relative to average drawdown | 16.10 | 0.06 | +16.04 |
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Drawdowns
BDSIX vs. BRK-B - Drawdown Comparison
The maximum BDSIX drawdown since its inception was -43.36%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for BDSIX and BRK-B.
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Drawdown Indicators
| BDSIX | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.36% | -53.86% | +10.50% |
Max Drawdown (1Y)Largest decline over 1 year | -9.89% | -9.42% | -0.47% |
Max Drawdown (3Y)Largest decline over 3 years | -26.59% | -14.95% | -11.64% |
Max Drawdown (5Y)Largest decline over 5 years | -31.66% | -26.58% | -5.08% |
Max Drawdown (10Y)Largest decline over 10 years | -43.36% | -29.57% | -13.79% |
Current DrawdownCurrent decline from peak | -1.09% | -8.33% | +7.24% |
Average DrawdownAverage peak-to-trough decline | -8.58% | -11.07% | +2.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 4.58% | -1.81% |
Volatility
BDSIX vs. BRK-B - Volatility Comparison
BlackRock Advantage Small Cap Core Fund (BDSIX) has a higher volatility of 6.54% compared to Berkshire Hathaway Inc. (BRK-B) at 3.55%. This indicates that BDSIX's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BDSIX | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.54% | 3.55% | +2.99% |
Volatility (6M)Calculated over the trailing 6-month period | 14.38% | 10.49% | +3.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.76% | 14.38% | +5.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.67% | 17.10% | +5.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.43% | 19.39% | +4.04% |
Dividends
BDSIX vs. BRK-B - Dividend Comparison
BDSIX's dividend yield for the trailing twelve months is around 3.89%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDSIX BlackRock Advantage Small Cap Core Fund | 3.89% | 4.76% | 0.76% | 0.96% | 3.51% | 12.04% | 2.56% | 0.88% | 5.67% | 2.32% | 0.34% | 5.72% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BDSIX and BRK-B have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BDSIX has higher volatility (6.54%) compared to BRK-B (3.55%). In terms of maximum drawdown, BDSIX dropped -43.36% vs BRK-B's -53.86%.
BDSIX currently has the higher Sharpe Ratio (2.26 vs 0.02), 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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