BDSIX vs. BRK-B

Last updated Jun 3, 2026

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 11.96%/yr vs 12.82%/yr for BRK-B. A 0.56 correlation means they provide meaningful diversification when combined.

Performance

BDSIX vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Advantage Small Cap Core Fund (BDSIX) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BDSIX achieves a 19.12% return, which is significantly higher than BRK-B's -6.20% return. Over the past 10 years, BDSIX has underperformed BRK-B with an annualized return of 11.96%, while BRK-B has yielded a comparatively higher 12.82% annualized return.

BDSIX

• 1D: -0.38%
• 1M: 2.67%
• YTD: 19.12%
• 6M: 20.10%
• 1Y: 43.75%
• 3Y*: 19.82%
• 5Y*: 7.12%
• 10Y*: 11.96%

BRK-B

• 1D: 0.26%
• 1M: -0.32%
• YTD: -6.20%
• 6M: -6.94%
• 1Y: -6.23%
• 3Y*: 12.69%
• 5Y*: 10.06%
• 10Y*: 12.82%

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

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	19.12%	13.72%	11.86%	16.53%	-19.33%	14.82%	19.56%	32.12%	-8.82%	10.31%
BRK-B Berkshire Hathaway Inc.	-6.20%	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 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.15
Correlation (3Y) Calculated over the trailing 3-year period	0.35
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 3, 2014	0.56

Over the past year, the correlation between BDSIX and BRK-B has dropped to 0.15 - well below their long-term average of 0.56, suggesting their price drivers have been diverging.

Return for Risk

BDSIX vs. BRK-B — Risk / Return Rank

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

BDSIX

BDSIX Risk / Return Rank: 68
BDSIX Sharpe Ratio Rank: 63
BDSIX Sortino Ratio Rank: 56
BDSIX Omega Ratio Rank: 49
BDSIX Calmar Ratio Rank: 89
BDSIX Martin Ratio Rank: 84

BRK-B

BRK-B Risk / Return Rank: 17
BRK-B Sharpe Ratio Rank: 21
BRK-B Sortino Ratio Rank: 19
BRK-B Omega Ratio Rank: 19
BRK-B Calmar Ratio Rank: 15
BRK-B Martin Ratio Rank: 8

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. 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.

	BDSIX	BRK-B	Difference
Sharpe ratio Return per unit of total volatility	2.33	-0.44	+2.77
Sortino ratio Return per unit of downside risk	3.17	-0.51	+3.68
Omega ratio Gain probability vs. loss probability	1.38	0.94	+0.45
Calmar ratio Return relative to maximum drawdown	4.43	-0.68	+5.12
Martin ratio Return relative to average drawdown	15.91	-1.36	+17.27
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. BRK-B - Sharpe Ratio Comparison

The current BDSIX Sharpe Ratio is 2.33, which is higher than the BRK-B Sharpe Ratio of -0.44. The chart below compares the historical Sharpe Ratios of BDSIX and BRK-B, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BDSIX	BRK-B	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.33	-0.44	+2.77
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.32	0.59	-0.27
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.51	0.66	-0.15
Sharpe Ratio (All Time) Calculated using the full available price history	0.46	0.48	-0.02

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.

Drawdown Indicators

	BDSIX	BRK-B	Difference
Max Drawdown Largest 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 Drawdown Current decline from peak	-1.00%	-12.65%	+11.65%
Average Drawdown Average peak-to-trough decline	-8.61%	-11.07%	+2.46%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.75%	4.73%	-1.98%

Volatility

BDSIX vs. BRK-B - Volatility Comparison

BlackRock Advantage Small Cap Core Fund (BDSIX) has a higher volatility of 5.31% compared to Berkshire Hathaway Inc. (BRK-B) at 3.79%. 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.

Volatility by Period

	BDSIX	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.31%	3.79%	+1.52%
Volatility (6M) Calculated over the trailing 6-month period	13.57%	10.68%	+2.89%
Volatility (1Y) Calculated over the trailing 1-year period	19.12%	14.31%	+4.81%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.57%	17.11%	+5.46%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.40%	19.43%	+3.97%

Dividends

BDSIX vs. BRK-B - Dividend Comparison

BDSIX's dividend yield for the trailing twelve months is around 4.00%, 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	4.00%	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

Can I hold both BDSIX and BRK-B in my portfolio?

BDSIX and BRK-B have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BDSIX or BRK-B?

BDSIX has higher volatility (5.31%) compared to BRK-B (3.79%). In terms of maximum drawdown, BDSIX dropped -43.36% vs BRK-B's -53.86%.

Which has better risk-adjusted returns?

BDSIX currently has the higher Sharpe Ratio (2.33 vs -0.44), 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.