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:
0.83
VOO:
1.92
BDSIX:
1.30
VOO:
2.58
BDSIX:
1.16
VOO:
1.35
BDSIX:
0.75
VOO:
2.88
BDSIX:
3.96
VOO:
12.03
BDSIX:
4.13%
VOO:
2.02%
BDSIX:
19.60%
VOO:
12.69%
BDSIX:
-43.36%
VOO:
-33.99%
BDSIX:
-7.17%
VOO:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with BDSIX having a 4.24% return and VOO slightly higher at 4.36%. Over the past 10 years, BDSIX has underperformed VOO with an annualized return of 6.18%, while VOO has yielded a comparatively higher 13.28% annualized return.
BDSIX
4.24%
0.95%
8.28%
15.55%
4.66%
6.18%
VOO
4.36%
2.34%
10.20%
24.11%
14.50%
13.28%
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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 0.73%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDSIX BlackRock Advantage Small Cap Core Fund | 0.73% | 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 | 1.19% | 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) has a higher volatility of 4.38% compared to Vanguard S&P 500 ETF (VOO) at 3.12%. 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.