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.
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.
Performance
BDSIX vs. VOO - Performance Comparison
Key characteristics
BDSIX:
-0.06
VOO:
0.54
BDSIX:
0.09
VOO:
0.88
BDSIX:
1.01
VOO:
1.13
BDSIX:
-0.05
VOO:
0.55
BDSIX:
-0.18
VOO:
2.27
BDSIX:
8.21%
VOO:
4.55%
BDSIX:
24.45%
VOO:
19.19%
BDSIX:
-43.36%
VOO:
-33.99%
BDSIX:
-20.73%
VOO:
-9.90%
Returns By Period
In the year-to-date period, BDSIX achieves a -10.98% return, which is significantly lower than VOO's -5.74% return. Over the past 10 years, BDSIX has underperformed VOO with an annualized return of 4.16%, while VOO has yielded a comparatively higher 12.07% annualized return.
BDSIX
-10.98%
-5.16%
-9.62%
-0.61%
8.20%
4.16%
VOO
-5.74%
-3.16%
-4.28%
10.88%
16.04%
12.07%
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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.
Dividends
BDSIX vs. VOO - Dividend Comparison
BDSIX's dividend yield for the trailing twelve months is around 0.86%, less than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDSIX BlackRock Advantage Small Cap Core Fund | 0.86% | 0.76% | 0.97% | 0.81% | 0.76% | 0.57% | 0.86% | 0.92% | 0.63% | 0.49% | 0.95% | 0.34% |
VOO Vanguard S&P 500 ETF | 1.38% | 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. For additional features, visit the drawdowns tool.
Volatility
BDSIX vs. VOO - Volatility Comparison
BlackRock Advantage Small Cap Core Fund (BDSIX) and Vanguard S&P 500 ETF (VOO) have volatilities of 14.36% and 13.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.