BSMIX vs. PRFZ
Compare and contrast key facts about iShares Russell Small/Mid-Cap Index Fund (BSMIX) and Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ).
BSMIX is managed by Blackrock. It was launched on Aug 13, 2015. PRFZ is a passively managed fund by Invesco that tracks the performance of the FTSE RAFI US 1500 Small-Mid Index. It was launched on Sep 20, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSMIX or PRFZ.
Correlation
The correlation between BSMIX and PRFZ is 0.97, 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.
Performance
BSMIX vs. PRFZ - Performance Comparison
Key characteristics
BSMIX:
0.69
PRFZ:
0.76
BSMIX:
1.07
PRFZ:
1.19
BSMIX:
1.13
PRFZ:
1.14
BSMIX:
0.93
PRFZ:
1.61
BSMIX:
3.66
PRFZ:
4.31
BSMIX:
3.36%
PRFZ:
3.52%
BSMIX:
17.75%
PRFZ:
19.90%
BSMIX:
-41.32%
PRFZ:
-62.42%
BSMIX:
-9.14%
PRFZ:
-7.93%
Returns By Period
In the year-to-date period, BSMIX achieves a 10.48% return, which is significantly lower than PRFZ's 12.55% return.
BSMIX
10.48%
-4.00%
8.29%
10.62%
8.45%
N/A
PRFZ
12.55%
-2.70%
11.43%
12.76%
10.20%
9.01%
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BSMIX vs. PRFZ - Expense Ratio Comparison
BSMIX has a 0.12% expense ratio, which is lower than PRFZ's 0.39% expense ratio.
Risk-Adjusted Performance
BSMIX vs. PRFZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Small/Mid-Cap Index Fund (BSMIX) and Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ). 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.
Dividends
BSMIX vs. PRFZ - Dividend Comparison
BSMIX's dividend yield for the trailing twelve months is around 0.73%, less than PRFZ's 0.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSMIX iShares Russell Small/Mid-Cap Index Fund | 0.73% | 1.37% | 1.74% | 1.10% | 1.21% | 1.53% | 1.54% | 1.32% | 1.31% | 0.61% | 0.00% | 0.00% |
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF | 0.89% | 1.42% | 1.33% | 0.93% | 0.91% | 1.29% | 1.37% | 0.97% | 1.31% | 1.39% | 1.14% | 0.93% |
Drawdowns
BSMIX vs. PRFZ - Drawdown Comparison
The maximum BSMIX drawdown since its inception was -41.32%, smaller than the maximum PRFZ drawdown of -62.42%. Use the drawdown chart below to compare losses from any high point for BSMIX and PRFZ. For additional features, visit the drawdowns tool.
Volatility
BSMIX vs. PRFZ - Volatility Comparison
iShares Russell Small/Mid-Cap Index Fund (BSMIX) and Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) have volatilities of 5.88% and 5.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.