BDSIX vs. VEIRX

Last updated Jun 3, 2026

BDSIX (BlackRock Advantage Small Cap Core Fund) and VEIRX (Vanguard Equity Income Fund Admiral Shares) are both mutual funds - BDSIX is a Small Cap Blend Equities fund managed by BlackRock, while VEIRX is a Large Cap Value Equities fund managed by Vanguard. Over the past 10 years, BDSIX returned 11.96%/yr vs 11.87%/yr for VEIRX. A 0.78 correlation means they provide meaningful diversification when combined. BDSIX charges 0.50%/yr vs 0.19%/yr for VEIRX.

Performance

BDSIX vs. VEIRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Advantage Small Cap Core Fund (BDSIX) and Vanguard Equity Income Fund Admiral Shares (VEIRX). 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 VEIRX's 8.88% return. Both investments have delivered pretty close results over the past 10 years, with BDSIX having a 11.96% annualized return and VEIRX not far behind at 11.87%.

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%

VEIRX

• 1D: -0.10%
• 1M: 1.19%
• YTD: 8.88%
• 6M: 10.21%
• 1Y: 23.45%
• 3Y*: 17.31%
• 5Y*: 11.01%
• 10Y*: 11.87%

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

BDSIX vs. VEIRX - 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%
VEIRX Vanguard Equity Income Fund Admiral Shares	8.88%	17.25%	14.91%	7.76%	-0.08%	25.49%	3.08%	25.34%	-5.68%	17.68%

Correlation

The correlation between BDSIX and VEIRX is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.72
Correlation (3Y) Calculated over the trailing 3-year period	0.78
Correlation (5Y) Calculated over the trailing 5-year period	0.78
Correlation (10Y) Calculated over the trailing 10-year period	0.78
Correlation (All Time) Calculated using the full available price history since Jan 3, 2014	0.78

The correlation between BDSIX and VEIRX has been stable across timeframes, ranging from 0.72 to 0.78 - a consistent structural relationship.

Return for Risk

BDSIX vs. VEIRX — 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

VEIRX

VEIRX Risk / Return Rank: 64
VEIRX Sharpe Ratio Rank: 63
VEIRX Sortino Ratio Rank: 62
VEIRX Omega Ratio Rank: 58
VEIRX Calmar Ratio Rank: 73
VEIRX Martin Ratio Rank: 63

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. VEIRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Small Cap Core Fund (BDSIX) and Vanguard Equity Income Fund Admiral Shares (VEIRX). 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	VEIRX	Difference
Sharpe ratio Return per unit of total volatility	2.33	2.33	0.00
Sortino ratio Return per unit of downside risk	3.17	3.31	-0.14
Omega ratio Gain probability vs. loss probability	1.38	1.42	-0.04
Calmar ratio Return relative to maximum drawdown	4.43	3.35	+1.08
Martin ratio Return relative to average drawdown	15.91	12.55	+3.36
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. VEIRX - Sharpe Ratio Comparison

The current BDSIX Sharpe Ratio is 2.33, which is comparable to the VEIRX Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of BDSIX and VEIRX, 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	VEIRX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.33	2.33	0.00
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.32	0.80	-0.48
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.51	0.73	-0.22
Sharpe Ratio (All Time) Calculated using the full available price history	0.46	0.51	-0.05

Drawdowns

BDSIX vs. VEIRX - Drawdown Comparison

The maximum BDSIX drawdown since its inception was -43.36%, smaller than the maximum VEIRX drawdown of -54.02%. Use the drawdown chart below to compare losses from any high point for BDSIX and VEIRX.

Drawdown Indicators

	BDSIX	VEIRX	Difference
Max Drawdown Largest peak-to-trough decline	-43.36%	-54.02%	+10.66%
Max Drawdown (1Y) Largest decline over 1 year	-9.89%	-7.13%	-2.76%
Max Drawdown (3Y) Largest decline over 3 years	-26.59%	-13.36%	-13.23%
Max Drawdown (5Y) Largest decline over 5 years	-31.66%	-15.12%	-16.54%
Max Drawdown (10Y) Largest decline over 10 years	-43.36%	-35.26%	-8.10%
Current Drawdown Current decline from peak	-1.00%	-0.10%	-0.90%
Average Drawdown Average peak-to-trough decline	-8.61%	-6.50%	-2.11%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.75%	1.91%	+0.84%

Volatility

BDSIX vs. VEIRX - Volatility Comparison

BlackRock Advantage Small Cap Core Fund (BDSIX) has a higher volatility of 5.31% compared to Vanguard Equity Income Fund Admiral Shares (VEIRX) at 2.77%. This indicates that BDSIX's price experiences larger fluctuations and is considered to be riskier than VEIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BDSIX	VEIRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.31%	2.77%	+2.54%
Volatility (6M) Calculated over the trailing 6-month period	13.57%	7.64%	+5.93%
Volatility (1Y) Calculated over the trailing 1-year period	19.12%	10.25%	+8.87%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.57%	13.91%	+8.66%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.40%	16.31%	+7.09%

BDSIX vs. VEIRX - Expense Ratio Comparison

BDSIX has a 0.50% expense ratio, which is higher than VEIRX's 0.19% expense ratio.

Dividends

BDSIX vs. VEIRX - Dividend Comparison

BDSIX's dividend yield for the trailing twelve months is around 4.00%, less than VEIRX's 10.20% yield.

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%
VEIRX Vanguard Equity Income Fund Admiral Shares	10.20%	11.03%	9.83%	7.96%	8.79%	7.71%	2.86%	4.45%	10.98%	3.04%	3.87%	6.48%

Frequently Asked Questions

Can I hold both BDSIX and VEIRX in my portfolio?

BDSIX and VEIRX have a correlation of 0.72, 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 VEIRX?

BDSIX has higher volatility (5.31%) compared to VEIRX (2.77%). In terms of maximum drawdown, BDSIX dropped -43.36% vs VEIRX's -54.02%.

Which has better risk-adjusted returns?

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