BDSKX vs. BDJ
Compare and contrast key facts about BlackRock Advantage Small Cap Core Fund Class K (BDSKX) and BlackRock Enhanced Equity Dividend Fund (BDJ).
BDSKX is a passively managed fund by BlackRock that tracks the performance of the Russell 2000 Index. It was launched on Mar 14, 2013. BDJ is managed by BlackRock. It was launched on Aug 30, 2005.
Performance
BDSKX vs. BDJ - Performance Comparison
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BDSKX vs. BDJ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BDSKX BlackRock Advantage Small Cap Core Fund Class K | -1.90% | 13.76% | 11.96% | 16.49% | -19.20% | 14.87% | 19.60% | 33.45% | -8.80% | 9.97% |
BDJ BlackRock Enhanced Equity Dividend Fund | -7.23% | 26.12% | 16.87% | -6.67% | 0.83% | 26.56% | -7.58% | 37.43% | -10.42% | 20.34% |
Returns By Period
In the year-to-date period, BDSKX achieves a -1.90% return, which is significantly higher than BDJ's -7.23% return.
BDSKX
- 1D
- -1.60%
- 1M
- -7.71%
- YTD
- -1.90%
- 6M
- 1.03%
- 1Y
- 22.37%
- 3Y*
- 12.30%
- 5Y*
- 3.87%
- 10Y*
- —
BDJ
- 1D
- 2.01%
- 1M
- -10.23%
- YTD
- -7.23%
- 6M
- -0.27%
- 1Y
- 10.26%
- 3Y*
- 9.52%
- 5Y*
- 7.49%
- 10Y*
- 9.77%
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BDSKX vs. BDJ - Expense Ratio Comparison
BDSKX has a 0.45% expense ratio, which is lower than BDJ's 0.86% expense ratio.
Return for Risk
BDSKX vs. BDJ — Risk / Return Rank
BDSKX
BDJ
BDSKX vs. BDJ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Small Cap Core Fund Class K (BDSKX) and BlackRock Enhanced Equity Dividend Fund (BDJ). 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.
| BDSKX | BDJ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.62 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.45 | 0.94 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.14 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 0.79 | +0.62 |
Martin ratioReturn relative to average drawdown | 5.64 | 3.01 | +2.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BDSKX | BDJ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.62 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.47 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.30 | +0.07 |
Correlation
The correlation between BDSKX and BDJ is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BDSKX vs. BDJ - Dividend Comparison
BDSKX's dividend yield for the trailing twelve months is around 4.89%, less than BDJ's 9.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDSKX BlackRock Advantage Small Cap Core Fund Class K | 4.89% | 4.80% | 0.81% | 1.01% | 3.59% | 12.08% | 2.59% | 1.72% | 5.70% | 2.33% | 0.00% | 0.00% |
BDJ BlackRock Enhanced Equity Dividend Fund | 9.93% | 9.03% | 8.21% | 9.49% | 12.18% | 5.95% | 7.08% | 6.66% | 7.21% | 6.07% | 6.88% | 7.36% |
Drawdowns
BDSKX vs. BDJ - Drawdown Comparison
The maximum BDSKX drawdown since its inception was -43.30%, smaller than the maximum BDJ drawdown of -59.46%. Use the drawdown chart below to compare losses from any high point for BDSKX and BDJ.
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Drawdown Indicators
| BDSKX | BDJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.30% | -59.46% | +16.16% |
Max Drawdown (1Y)Largest decline over 1 year | -13.88% | -12.28% | -1.60% |
Max Drawdown (5Y)Largest decline over 5 years | -31.65% | -21.39% | -10.26% |
Max Drawdown (10Y)Largest decline over 10 years | — | -48.14% | — |
Current DrawdownCurrent decline from peak | -9.88% | -10.51% | +0.63% |
Average DrawdownAverage peak-to-trough decline | -9.66% | -8.99% | -0.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 3.24% | +0.23% |
Volatility
BDSKX vs. BDJ - Volatility Comparison
BlackRock Advantage Small Cap Core Fund Class K (BDSKX) has a higher volatility of 6.85% compared to BlackRock Enhanced Equity Dividend Fund (BDJ) at 5.31%. This indicates that BDSKX's price experiences larger fluctuations and is considered to be riskier than BDJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BDSKX | BDJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.85% | 5.31% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 14.38% | 9.40% | +4.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.16% | 16.63% | +6.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.53% | 16.12% | +6.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.87% | 18.38% | +5.49% |