BDSIX vs. BRK-B
Compare and contrast key facts about BlackRock Advantage Small Cap Core Fund (BDSIX) and Berkshire Hathaway Inc. (BRK-B).
BDSIX is managed by Blackrock. It was launched on Mar 14, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDSIX or BRK-B.
Key characteristics
| BDSIX | BRK-B | |
|---|---|---|
| YTD Return | 1.93% | 12.32% |
| 1Y Return | 21.05% | 23.94% |
| 3Y Return (Ann) | -1.71% | 12.81% |
| 5Y Return (Ann) | 7.35% | 12.90% |
| 10Y Return (Ann) | 8.14% | 12.23% |
| Sharpe Ratio | 1.09 | 1.88 |
| Daily Std Dev | 19.60% | 12.18% |
| Max Drawdown | -43.36% | -53.86% |
| Current Drawdown | -11.21% | -4.74% |
Correlation
The correlation between BDSIX and BRK-B is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BDSIX vs. BRK-B - Performance Comparison
In the year-to-date period, BDSIX achieves a 1.93% return, which is significantly lower than BRK-B's 12.32% return. Over the past 10 years, BDSIX has underperformed BRK-B with an annualized return of 8.14%, while BRK-B has yielded a comparatively higher 12.23% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BDSIX vs. BRK-B - Risk-Adjusted Performance 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.
Dividends
BDSIX vs. BRK-B - Dividend Comparison
BDSIX's dividend yield for the trailing twelve months is around 0.95%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDSIX BlackRock Advantage Small Cap Core Fund | 0.95% | 0.96% | 3.51% | 12.04% | 2.56% | 0.88% | 5.67% | 2.75% | 0.74% | 2.54% | 10.45% | 5.98% |
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% |
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. For additional features, visit the drawdowns tool.
Volatility
BDSIX vs. BRK-B - Volatility Comparison
BlackRock Advantage Small Cap Core Fund (BDSIX) has a higher volatility of 5.93% compared to Berkshire Hathaway Inc. (BRK-B) at 3.45%. 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.