BIGPX vs. NASDX
Compare and contrast key facts about BlackRock 60/40 Target Allocation Fund Class I (BIGPX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
BIGPX is managed by BlackRock. It was launched on Dec 21, 2006. 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
BIGPX vs. NASDX - Performance Comparison
Loading graphics...
BIGPX vs. NASDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIGPX BlackRock 60/40 Target Allocation Fund Class I | -1.73% | 16.08% | 2.52% | 15.92% | -15.80% | 7.38% | 21.62% | 21.03% | -3.65% | 14.68% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | -6.04% | 21.00% | 36.91% | 54.69% | -32.57% | 27.32% | 48.59% | 38.22% | -1.21% | 31.27% |
Returns By Period
In the year-to-date period, BIGPX achieves a -1.73% return, which is significantly higher than NASDX's -6.04% return. Over the past 10 years, BIGPX has underperformed NASDX with an annualized return of 7.70%, while NASDX has yielded a comparatively higher 19.48% annualized return.
BIGPX
- 1D
- 2.18%
- 1M
- -4.50%
- YTD
- -1.73%
- 6M
- 0.05%
- 1Y
- 14.45%
- 3Y*
- 9.11%
- 5Y*
- 4.18%
- 10Y*
- 7.70%
NASDX
- 1D
- 3.39%
- 1M
- -5.03%
- YTD
- -6.04%
- 6M
- -4.08%
- 1Y
- 22.65%
- 3Y*
- 25.90%
- 5Y*
- 14.78%
- 10Y*
- 19.48%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BIGPX vs. NASDX - Expense Ratio Comparison
BIGPX has a 0.43% expense ratio, which is lower than NASDX's 0.63% expense ratio.
Return for Risk
BIGPX vs. NASDX — Risk / Return Rank
BIGPX
NASDX
BIGPX vs. NASDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock 60/40 Target Allocation Fund Class I (BIGPX) 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.
| BIGPX | NASDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 1.04 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.63 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 1.87 | -0.11 |
Martin ratioReturn relative to average drawdown | 7.52 | 7.07 | +0.45 |
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
| BIGPX | NASDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 1.04 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.64 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.86 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.29 | +0.17 |
Correlation
The correlation between BIGPX and NASDX is 0.84, 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
BIGPX vs. NASDX - Dividend Comparison
BIGPX's dividend yield for the trailing twelve months is around 8.11%, more than NASDX's 3.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGPX BlackRock 60/40 Target Allocation Fund Class I | 8.11% | 7.97% | 0.00% | 3.02% | 2.59% | 7.60% | 3.76% | 3.77% | 9.80% | 3.20% | 1.76% | 9.89% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 3.80% | 3.76% | 16.95% | 7.61% | 3.75% | 2.59% | 1.28% | 7.09% | 2.47% | 1.65% | 0.75% | 0.85% |
Drawdowns
BIGPX vs. NASDX - Drawdown Comparison
The maximum BIGPX drawdown since its inception was -46.95%, smaller than the maximum NASDX drawdown of -83.16%. Use the drawdown chart below to compare losses from any high point for BIGPX and NASDX.
Loading graphics...
Drawdown Indicators
| BIGPX | NASDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.95% | -83.16% | +36.21% |
Max Drawdown (1Y)Largest decline over 1 year | -7.91% | -12.70% | +4.79% |
Max Drawdown (5Y)Largest decline over 5 years | -21.88% | -35.33% | +13.45% |
Max Drawdown (10Y)Largest decline over 10 years | -22.34% | -35.33% | +12.99% |
Current DrawdownCurrent decline from peak | -5.24% | -8.91% | +3.67% |
Average DrawdownAverage peak-to-trough decline | -6.32% | -34.59% | +28.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 3.37% | -1.52% |
Volatility
BIGPX vs. NASDX - Volatility Comparison
The current volatility for BlackRock 60/40 Target Allocation Fund Class I (BIGPX) is 4.62%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 6.54%. This indicates that BIGPX 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.
Loading graphics...
Volatility by Period
| BIGPX | NASDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 6.54% | -1.92% |
Volatility (6M)Calculated over the trailing 6-month period | 6.88% | 12.89% | -6.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.63% | 22.75% | -11.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.84% | 23.07% | -11.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.29% | 22.63% | -11.34% |