BIRIX vs. NASDX
Compare and contrast key facts about BlackRock Sustainable Advantage Large Cap Core Fund (BIRIX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
BIRIX is managed by BlackRock. It was launched on Oct 5, 2015. 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
BIRIX vs. NASDX - Performance Comparison
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BIRIX vs. NASDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIRIX BlackRock Sustainable Advantage Large Cap Core Fund | -6.57% | 18.97% | 21.83% | 25.55% | -19.73% | 28.16% | 22.41% | 31.19% | -5.94% | 20.95% |
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% | -1.21% | 31.27% |
Returns By Period
In the year-to-date period, BIRIX achieves a -6.57% return, which is significantly higher than NASDX's -9.12% return. Over the past 10 years, BIRIX has underperformed NASDX with an annualized return of 13.60%, while NASDX has yielded a comparatively higher 19.08% annualized return.
BIRIX
- 1D
- -0.54%
- 1M
- -7.31%
- YTD
- -6.57%
- 6M
- -3.46%
- 1Y
- 17.06%
- 3Y*
- 16.57%
- 5Y*
- 10.33%
- 10Y*
- 13.60%
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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BIRIX vs. NASDX - Expense Ratio Comparison
BIRIX has a 0.48% expense ratio, which is lower than NASDX's 0.63% expense ratio.
Return for Risk
BIRIX vs. NASDX — Risk / Return Rank
BIRIX
NASDX
BIRIX vs. NASDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Sustainable Advantage Large Cap Core Fund (BIRIX) 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.
| BIRIX | NASDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.88 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.40 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.31 | -0.07 |
Martin ratioReturn relative to average drawdown | 6.24 | 5.01 | +1.22 |
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
| BIRIX | NASDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.88 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.63 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.85 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.29 | +0.43 |
Correlation
The correlation between BIRIX and NASDX is 0.90, 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
BIRIX vs. NASDX - Dividend Comparison
BIRIX's dividend yield for the trailing twelve months is around 6.97%, more than NASDX's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIRIX BlackRock Sustainable Advantage Large Cap Core Fund | 6.97% | 6.51% | 15.58% | 1.01% | 1.22% | 5.79% | 3.69% | 2.95% | 8.26% | 4.89% | 2.78% | 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
BIRIX vs. NASDX - Drawdown Comparison
The maximum BIRIX drawdown since its inception was -34.67%, smaller than the maximum NASDX drawdown of -83.16%. Use the drawdown chart below to compare losses from any high point for BIRIX and NASDX.
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Drawdown Indicators
| BIRIX | NASDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.67% | -83.16% | +48.49% |
Max Drawdown (1Y)Largest decline over 1 year | -12.26% | -12.70% | +0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -25.88% | -35.33% | +9.45% |
Max Drawdown (10Y)Largest decline over 10 years | -34.67% | -35.33% | +0.66% |
Current DrawdownCurrent decline from peak | -8.46% | -11.90% | +3.44% |
Average DrawdownAverage peak-to-trough decline | -5.02% | -34.59% | +29.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 3.32% | -0.88% |
Volatility
BIRIX vs. NASDX - Volatility Comparison
The current volatility for BlackRock Sustainable Advantage Large Cap Core Fund (BIRIX) is 4.37%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 5.38%. This indicates that BIRIX 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
| BIRIX | NASDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 5.38% | -1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 12.45% | -3.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.33% | 22.55% | -4.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.51% | 23.03% | -4.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.01% | 22.61% | -3.60% |