BDSKX vs. ECAT

Last updated Apr 1, 2026

Compare and contrast key facts about BlackRock Advantage Small Cap Core Fund Class K (BDSKX) and BlackRock ESG Capital Allocation Term Trust (ECAT).

BDSKX is a passively managed fund by BlackRock that tracks the performance of the Russell 2000 Index. It was launched on Mar 14, 2013. ECAT is managed by BlackRock. It was launched on Sep 28, 2021.

Performance

BDSKX vs. ECAT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Advantage Small Cap Core Fund Class K (BDSKX) and BlackRock ESG Capital Allocation Term Trust (ECAT). The values are adjusted to include any dividend payments, if applicable.

BDSKX vs. ECAT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
BDSKX BlackRock Advantage Small Cap Core Fund Class K	-1.90%	13.76%	11.96%	16.49%	-19.20%	1.33%
ECAT BlackRock ESG Capital Allocation Term Trust	-6.71%	16.64%	19.96%	32.36%	-21.90%	-6.25%

Returns By Period

In the year-to-date period, BDSKX achieves a -1.90% return, which is significantly higher than ECAT's -6.71% return.

BDSKX

• 1D: -1.60%
• 1M: -7.71%
• YTD: -1.90%
• 6M: 1.03%
• 1Y: 22.37%
• 3Y*: 12.30%
• 5Y*: 3.87%
• 10Y*: —

ECAT

• 1D: 1.49%
• 1M: -8.56%
• YTD: -6.71%
• 6M: -7.80%
• 1Y: 7.03%
• 3Y*: 13.21%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BDSKX vs. ECAT - Expense Ratio Comparison

BDSKX has a 0.45% expense ratio, which is lower than ECAT's 1.38% expense ratio.

ECAT

BlackRock ESG Capital Allocation Term Trust

BDSKX

BlackRock Advantage Small Cap Core Fund Class K

Return for Risk

BDSKX vs. ECAT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BDSKX

BDSKX Risk / Return Rank: 53
BDSKX Sharpe Ratio Rank: 49
BDSKX Sortino Ratio Rank: 53
BDSKX Omega Ratio Rank: 43
BDSKX Calmar Ratio Rank: 60
BDSKX Martin Ratio Rank: 59

ECAT

ECAT Risk / Return Rank: 16
ECAT Sharpe Ratio Rank: 17
ECAT Sortino Ratio Rank: 16
ECAT Omega Ratio Rank: 16
ECAT Calmar Ratio Rank: 16
ECAT Martin Ratio Rank: 17

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BDSKX vs. ECAT - 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 ESG Capital Allocation Term Trust (ECAT). 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	ECAT	Difference
Sharpe ratio Return per unit of total volatility	0.96	0.42	+0.54
Sortino ratio Return per unit of downside risk	1.45	0.68	+0.77
Omega ratio Gain probability vs. loss probability	1.19	1.09	+0.09
Calmar ratio Return relative to maximum drawdown	1.41	0.47	+0.94
Martin ratio Return relative to average drawdown	5.64	1.75	+3.89
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BDSKX vs. ECAT - Sharpe Ratio Comparison

The current BDSKX Sharpe Ratio is 0.96, which is higher than the ECAT Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of BDSKX and ECAT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BDSKX	ECAT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.96	0.42	+0.54
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.17	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.37	0.32	+0.05

Correlation

The correlation between BDSKX and ECAT 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. ECAT - Dividend Comparison

BDSKX's dividend yield for the trailing twelve months is around 4.89%, less than ECAT's 25.39% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
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%
ECAT BlackRock ESG Capital Allocation Term Trust	25.39%	23.00%	17.44%	9.14%	8.94%	0.54%	0.00%	0.00%	0.00%	0.00%

Drawdowns

BDSKX vs. ECAT - Drawdown Comparison

The maximum BDSKX drawdown since its inception was -43.30%, which is greater than ECAT's maximum drawdown of -32.23%. Use the drawdown chart below to compare losses from any high point for BDSKX and ECAT.

Drawdown Indicators

	BDSKX	ECAT	Difference
Max Drawdown Largest peak-to-trough decline	-43.30%	-32.23%	-11.07%
Max Drawdown (1Y) Largest decline over 1 year	-13.88%	-12.90%	-0.98%
Max Drawdown (5Y) Largest decline over 5 years	-31.65%	—	—
Current Drawdown Current decline from peak	-9.88%	-10.48%	+0.60%
Average Drawdown Average peak-to-trough decline	-9.66%	-9.41%	-0.25%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.47%	3.49%	-0.02%

Volatility

BDSKX vs. ECAT - Volatility Comparison

BlackRock Advantage Small Cap Core Fund Class K (BDSKX) has a higher volatility of 6.85% compared to BlackRock ESG Capital Allocation Term Trust (ECAT) at 5.97%. This indicates that BDSKX's price experiences larger fluctuations and is considered to be riskier than ECAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BDSKX	ECAT	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.85%	5.97%	+0.88%
Volatility (6M) Calculated over the trailing 6-month period	14.38%	10.34%	+4.04%
Volatility (1Y) Calculated over the trailing 1-year period	23.16%	16.97%	+6.19%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.53%	16.95%	+5.58%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.87%	16.95%	+6.92%