Correlation
The correlation between BDSIX and VOO is 0.82, 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.
BDSIX vs. VOO
Compare and contrast key facts about BlackRock Advantage Small Cap Core Fund (BDSIX) and Vanguard S&P 500 ETF (VOO).
BDSIX is managed by Blackrock. It was launched on Mar 14, 2013. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDSIX or VOO.
Performance
BDSIX vs. VOO - Performance Comparison
Loading data...
Key characteristics
BDSIX:
-0.02
VOO:
0.60
BDSIX:
0.02
VOO:
0.88
BDSIX:
1.00
VOO:
1.13
BDSIX:
-0.10
VOO:
0.56
BDSIX:
-0.29
VOO:
2.13
BDSIX:
9.18%
VOO:
4.91%
BDSIX:
24.83%
VOO:
19.46%
BDSIX:
-43.36%
VOO:
-33.99%
BDSIX:
-14.95%
VOO:
-5.22%
Returns By Period
In the year-to-date period, BDSIX achieves a -7.45% return, which is significantly lower than VOO's -0.85% return. Over the past 10 years, BDSIX has underperformed VOO with an annualized return of 7.40%, while VOO has yielded a comparatively higher 12.64% annualized return.
BDSIX
-7.45%
4.23%
-13.62%
-1.30%
7.17%
10.12%
7.40%
VOO
-0.85%
5.97%
-2.10%
10.85%
15.45%
16.18%
12.64%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BDSIX vs. VOO - Expense Ratio Comparison
BDSIX has a 0.50% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BDSIX vs. VOO — Risk-Adjusted Performance Rank
BDSIX
VOO
BDSIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Small Cap Core Fund (BDSIX) and Vanguard S&P 500 ETF (VOO). 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.
Loading data...
Dividends
BDSIX vs. VOO - Dividend Comparison
BDSIX's dividend yield for the trailing twelve months is around 0.82%, less than VOO's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDSIX BlackRock Advantage Small Cap Core Fund | 0.82% | 0.76% | 0.97% | 2.81% | 12.04% | 2.56% | 0.88% | 5.67% | 2.75% | 0.75% | 5.72% | 10.45% |
VOO Vanguard S&P 500 ETF | 1.31% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BDSIX vs. VOO - Drawdown Comparison
The maximum BDSIX drawdown since its inception was -43.36%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BDSIX and VOO.
Loading data...
Volatility
BDSIX vs. VOO - Volatility Comparison
BlackRock Advantage Small Cap Core Fund (BDSIX) has a higher volatility of 6.03% compared to Vanguard S&P 500 ETF (VOO) at 4.44%. This indicates that BDSIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...