BSIVX vs. FSPSX
Compare and contrast key facts about BlackRock Small Cap Index V.I. Fund (BSIVX) and Fidelity International Index Fund (FSPSX).
BSIVX is managed by BlackRock. It was launched on Jun 10, 2018. FSPSX is a passively managed fund by Fidelity that tracks the performance of the MSCI ACWI ex USA IMI Index. It was launched on Nov 5, 1997.
Performance
BSIVX vs. FSPSX - Performance Comparison
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BSIVX vs. FSPSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BSIVX BlackRock Small Cap Index V.I. Fund | -2.51% | 12.68% | 9.71% | 18.42% | -20.48% | 14.28% | 19.81% | 25.35% | -12.05% |
FSPSX Fidelity International Index Fund | -1.94% | 31.98% | 3.70% | 18.31% | -14.23% | 11.45% | 8.16% | 22.03% | -2.99% |
Returns By Period
In the year-to-date period, BSIVX achieves a -2.51% return, which is significantly lower than FSPSX's -1.94% return.
BSIVX
- 1D
- -1.43%
- 1M
- -8.20%
- YTD
- -2.51%
- 6M
- -0.39%
- 1Y
- 21.39%
- 3Y*
- 11.60%
- 5Y*
- 2.87%
- 10Y*
- —
FSPSX
- 1D
- 0.42%
- 1M
- -10.86%
- YTD
- -1.94%
- 6M
- 2.58%
- 1Y
- 19.89%
- 3Y*
- 13.50%
- 5Y*
- 7.96%
- 10Y*
- 8.65%
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BSIVX vs. FSPSX - Expense Ratio Comparison
BSIVX has a 0.21% expense ratio, which is higher than FSPSX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
BSIVX vs. FSPSX — Risk / Return Rank
BSIVX
FSPSX
BSIVX vs. FSPSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Small Cap Index V.I. Fund (BSIVX) and Fidelity International Index Fund (FSPSX). 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.
| BSIVX | FSPSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.11 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.56 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 1.54 | -0.23 |
Martin ratioReturn relative to average drawdown | 4.96 | 5.93 | -0.97 |
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
| BSIVX | FSPSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.11 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.51 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.46 | -0.16 |
Correlation
The correlation between BSIVX and FSPSX is 0.70, 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
BSIVX vs. FSPSX - Dividend Comparison
BSIVX's dividend yield for the trailing twelve months is around 4.19%, more than FSPSX's 3.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSIVX BlackRock Small Cap Index V.I. Fund | 4.19% | 4.09% | 7.44% | 3.69% | 3.33% | 13.30% | 4.19% | 6.04% | 33.10% | 0.00% | 0.00% | 0.00% |
FSPSX Fidelity International Index Fund | 3.22% | 3.15% | 3.27% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.50% | 3.08% | 2.79% |
Drawdowns
BSIVX vs. FSPSX - Drawdown Comparison
The maximum BSIVX drawdown since its inception was -41.76%, which is greater than FSPSX's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for BSIVX and FSPSX.
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Drawdown Indicators
| BSIVX | FSPSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.76% | -33.69% | -8.07% |
Max Drawdown (1Y)Largest decline over 1 year | -13.93% | -11.39% | -2.54% |
Max Drawdown (5Y)Largest decline over 5 years | -32.10% | -29.41% | -2.69% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.69% | — |
Current DrawdownCurrent decline from peak | -11.02% | -10.86% | -0.16% |
Average DrawdownAverage peak-to-trough decline | -11.72% | -6.59% | -5.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 2.96% | +0.73% |
Volatility
BSIVX vs. FSPSX - Volatility Comparison
The current volatility for BlackRock Small Cap Index V.I. Fund (BSIVX) is 6.61%, while Fidelity International Index Fund (FSPSX) has a volatility of 7.04%. This indicates that BSIVX experiences smaller price fluctuations and is considered to be less risky than FSPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSIVX | FSPSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 7.04% | -0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 14.09% | 10.63% | +3.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.12% | 16.79% | +6.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.59% | 15.77% | +6.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.33% | 16.47% | +9.86% |