BIDAX vs. NASDX
Compare and contrast key facts about iShares Municipal Bond Index Fund (BIDAX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
BIDAX is managed by BlackRock. It was launched on Dec 17, 2000. NASDX is a passively managed fund by BlackRock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000.
Performance
BIDAX vs. NASDX - Performance Comparison
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BIDAX vs. NASDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BIDAX iShares Municipal Bond Index Fund | -0.75% | 4.52% | 1.44% | 5.74% | -9.41% | 1.38% | 4.70% | 7.56% | 1.44% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | -9.12% | 21.00% | 36.91% | 54.69% | -32.57% | 27.32% | 48.59% | 38.22% | -7.62% |
Returns By Period
In the year-to-date period, BIDAX achieves a -0.75% return, which is significantly higher than NASDX's -9.12% return.
BIDAX
- 1D
- 0.18%
- 1M
- -2.77%
- YTD
- -0.75%
- 6M
- 0.57%
- 1Y
- 3.58%
- 3Y*
- 2.68%
- 5Y*
- 0.54%
- 10Y*
- —
NASDX
- 1D
- -0.79%
- 1M
- -8.02%
- YTD
- -9.12%
- 6M
- -6.79%
- 1Y
- 19.59%
- 3Y*
- 24.51%
- 5Y*
- 14.42%
- 10Y*
- 19.08%
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BIDAX vs. NASDX - Expense Ratio Comparison
BIDAX has a 0.50% expense ratio, which is lower than NASDX's 0.63% expense ratio.
Return for Risk
BIDAX vs. NASDX — Risk / Return Rank
BIDAX
NASDX
BIDAX vs. NASDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Municipal Bond Index Fund (BIDAX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). 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.
| BIDAX | NASDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.88 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.40 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.20 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.31 | -0.34 |
Martin ratioReturn relative to average drawdown | 3.38 | 5.01 | -1.64 |
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
| BIDAX | NASDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.88 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.63 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.29 | +0.19 |
Correlation
The correlation between BIDAX and NASDX is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BIDAX vs. NASDX - Dividend Comparison
BIDAX's dividend yield for the trailing twelve months is around 3.14%, less than NASDX's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIDAX iShares Municipal Bond Index Fund | 3.14% | 4.09% | 3.25% | 2.16% | 1.92% | 2.36% | 2.35% | 3.64% | 0.48% | 0.00% | 0.00% | 0.00% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 3.93% | 3.76% | 16.95% | 7.61% | 3.75% | 2.59% | 1.28% | 7.09% | 2.47% | 1.65% | 0.75% | 0.85% |
Drawdowns
BIDAX vs. NASDX - Drawdown Comparison
The maximum BIDAX drawdown since its inception was -14.39%, smaller than the maximum NASDX drawdown of -83.16%. Use the drawdown chart below to compare losses from any high point for BIDAX and NASDX.
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Drawdown Indicators
| BIDAX | NASDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.39% | -83.16% | +68.77% |
Max Drawdown (1Y)Largest decline over 1 year | -4.83% | -12.70% | +7.87% |
Max Drawdown (5Y)Largest decline over 5 years | -14.39% | -35.33% | +20.94% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.33% | — |
Current DrawdownCurrent decline from peak | -2.77% | -11.90% | +9.13% |
Average DrawdownAverage peak-to-trough decline | -3.56% | -34.59% | +31.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.39% | 3.32% | -1.93% |
Volatility
BIDAX vs. NASDX - Volatility Comparison
The current volatility for iShares Municipal Bond Index Fund (BIDAX) is 1.08%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 5.38%. This indicates that BIDAX experiences smaller price fluctuations and is considered to be less risky than NASDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIDAX | NASDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.08% | 5.38% | -4.30% |
Volatility (6M)Calculated over the trailing 6-month period | 1.66% | 12.45% | -10.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.82% | 22.55% | -17.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.04% | 23.03% | -18.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.46% | 22.61% | -18.15% |