BDSIX vs. WFSPX
Compare and contrast key facts about BlackRock Advantage Small Cap Core Fund (BDSIX) and iShares S&P 500 Index Fund (WFSPX).
BDSIX is managed by BlackRock. It was launched on Mar 14, 2013. WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993.
Performance
BDSIX vs. WFSPX - Performance Comparison
Loading graphics...
BDSIX vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BDSIX BlackRock Advantage Small Cap Core Fund | -1.90% | 13.72% | 11.86% | 16.53% | -19.33% | 14.82% | 19.56% | 32.12% | -8.82% | 10.31% |
WFSPX iShares S&P 500 Index Fund | -7.06% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Returns By Period
In the year-to-date period, BDSIX achieves a -1.90% return, which is significantly higher than WFSPX's -7.06% return. Over the past 10 years, BDSIX has underperformed WFSPX with an annualized return of 10.29%, while WFSPX has yielded a comparatively higher 13.63% annualized return.
BDSIX
- 1D
- -1.61%
- 1M
- -7.68%
- YTD
- -1.90%
- 6M
- 1.01%
- 1Y
- 22.34%
- 3Y*
- 12.23%
- 5Y*
- 3.81%
- 10Y*
- 10.29%
WFSPX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.63%
- 1Y
- 14.40%
- 3Y*
- 17.13%
- 5Y*
- 11.37%
- 10Y*
- 13.63%
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. WFSPX - Expense Ratio Comparison
BDSIX has a 0.50% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
BDSIX vs. WFSPX — Risk / Return Rank
BDSIX
WFSPX
BDSIX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Small Cap Core Fund (BDSIX) and iShares S&P 500 Index Fund (WFSPX). 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 | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.84 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.30 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.06 | +0.35 |
Martin ratioReturn relative to average drawdown | 5.62 | 5.13 | +0.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BDSIX | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.84 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.68 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.76 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.13 | +0.26 |
Correlation
The correlation between BDSIX and WFSPX 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.
Dividends
BDSIX vs. WFSPX - Dividend Comparison
BDSIX's dividend yield for the trailing twelve months is around 4.85%, more than WFSPX's 1.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDSIX BlackRock Advantage Small Cap Core Fund | 4.85% | 4.76% | 0.76% | 0.96% | 3.51% | 12.04% | 2.56% | 0.88% | 5.67% | 2.32% | 0.34% | 5.72% |
WFSPX iShares S&P 500 Index Fund | 1.58% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Drawdowns
BDSIX vs. WFSPX - Drawdown Comparison
The maximum BDSIX drawdown since its inception was -43.36%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for BDSIX and WFSPX.
Loading graphics...
Drawdown Indicators
| BDSIX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.36% | -58.21% | +14.85% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -12.11% | -1.78% |
Max Drawdown (5Y)Largest decline over 5 years | -31.66% | -24.51% | -7.15% |
Max Drawdown (10Y)Largest decline over 10 years | -43.36% | -33.74% | -9.62% |
Current DrawdownCurrent decline from peak | -9.89% | -8.90% | -0.99% |
Average DrawdownAverage peak-to-trough decline | -8.72% | -12.84% | +4.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 2.49% | +0.98% |
Volatility
BDSIX vs. WFSPX - Volatility Comparison
BlackRock Advantage Small Cap Core Fund (BDSIX) has a higher volatility of 6.84% compared to iShares S&P 500 Index Fund (WFSPX) at 4.24%. This indicates that BDSIX's price experiences larger fluctuations and is considered to be riskier than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BDSIX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.84% | 4.24% | +2.60% |
Volatility (6M)Calculated over the trailing 6-month period | 14.40% | 9.08% | +5.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.23% | 18.06% | +5.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.56% | 16.84% | +5.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.33% | 17.98% | +5.35% |