BDSIX vs. VSTCX

In the year-to-date period, BDSIX achieves a -10.98% return, which is significantly higher than VSTCX's -11.99% return. Over the past 10 years, BDSIX has outperformed VSTCX with an annualized return of 4.22%, while VSTCX has yielded a comparatively lower 2.03% annualized return.

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BDSIX has a 0.50% expense ratio, which is higher than VSTCX's 0.26% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Small Cap Core Fund (BDSIX) and Vanguard Strategic Small-Cap Equity Fund (VSTCX). 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.

The current BDSIX Sharpe Ratio is -0.06, which is higher than the VSTCX Sharpe Ratio of -0.30. The chart below compares the historical Sharpe Ratios of BDSIX and VSTCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BDSIX's dividend yield for the trailing twelve months is around 0.86%, less than VSTCX's 1.16% yield.

The maximum BDSIX drawdown since its inception was -43.36%, smaller than the maximum VSTCX drawdown of -62.79%. Use the drawdown chart below to compare losses from any high point for BDSIX and VSTCX. For additional features, visit the drawdowns tool.

BlackRock Advantage Small Cap Core Fund (BDSIX) and Vanguard Strategic Small-Cap Equity Fund (VSTCX) have volatilities of 14.36% and 14.69%, 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.