BSMIX vs. SPX4.L
Compare and contrast key facts about iShares Russell Small/Mid-Cap Index Fund (BSMIX) and SPDR S&P 400 US Mid Cap UCITS ETF (SPX4.L).
BSMIX is managed by BlackRock. It was launched on Aug 13, 2015. SPX4.L is a passively managed fund by State Street that tracks the performance of the Russell Mid Cap TR USD. It was launched on Jan 30, 2012.
Performance
BSMIX vs. SPX4.L - Performance Comparison
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BSMIX vs. SPX4.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BSMIX iShares Russell Small/Mid-Cap Index Fund | -1.37% | 11.92% | 12.04% | 17.15% | -14.17% |
SPX4.L SPDR S&P 400 US Mid Cap UCITS ETF | 0.29% | 7.68% | 12.46% | 16.55% | -9.01% |
Different Trading Currencies
BSMIX is traded in USD, while SPX4.L is traded in GBP. To make them comparable, the SPX4.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, BSMIX achieves a -1.37% return, which is significantly lower than SPX4.L's 0.29% return.
BSMIX
- 1D
- -1.26%
- 1M
- -8.33%
- YTD
- -1.37%
- 6M
- 0.85%
- 1Y
- 19.40%
- 3Y*
- 11.90%
- 5Y*
- 4.70%
- 10Y*
- 10.11%
SPX4.L
- 1D
- 0.49%
- 1M
- -6.47%
- YTD
- 0.29%
- 6M
- 3.49%
- 1Y
- 16.05%
- 3Y*
- 11.22%
- 5Y*
- —
- 10Y*
- —
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BSMIX vs. SPX4.L - Expense Ratio Comparison
BSMIX has a 0.12% expense ratio, which is lower than SPX4.L's 0.30% expense ratio.
Return for Risk
BSMIX vs. SPX4.L — Risk / Return Rank
BSMIX
SPX4.L
BSMIX vs. SPX4.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Small/Mid-Cap Index Fund (BSMIX) and SPDR S&P 400 US Mid Cap UCITS ETF (SPX4.L). 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.
| BSMIX | SPX4.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 0.86 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.28 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 1.05 | +0.15 |
Martin ratioReturn relative to average drawdown | 5.17 | 4.60 | +0.57 |
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
| BSMIX | SPX4.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 0.86 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.27 | +0.20 |
Correlation
The correlation between BSMIX and SPX4.L is 0.69, 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
BSMIX vs. SPX4.L - Dividend Comparison
BSMIX's dividend yield for the trailing twelve months is around 2.94%, while SPX4.L has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BSMIX iShares Russell Small/Mid-Cap Index Fund | 2.94% | 2.90% | 2.04% | 1.37% | 4.94% | 4.77% | 4.42% | 2.83% | 4.33% | 2.83% | 1.45% |
SPX4.L SPDR S&P 400 US Mid Cap UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BSMIX vs. SPX4.L - Drawdown Comparison
The maximum BSMIX drawdown since its inception was -41.32%, which is greater than SPX4.L's maximum drawdown of -24.80%. Use the drawdown chart below to compare losses from any high point for BSMIX and SPX4.L.
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Drawdown Indicators
| BSMIX | SPX4.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.32% | -26.24% | -15.08% |
Max Drawdown (1Y)Largest decline over 1 year | -14.24% | -12.82% | -1.42% |
Max Drawdown (5Y)Largest decline over 5 years | -28.33% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -41.32% | — | — |
Current DrawdownCurrent decline from peak | -9.39% | -5.71% | -3.68% |
Average DrawdownAverage peak-to-trough decline | -7.52% | -8.10% | +0.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 3.34% | -0.05% |
Volatility
BSMIX vs. SPX4.L - Volatility Comparison
iShares Russell Small/Mid-Cap Index Fund (BSMIX) has a higher volatility of 6.35% compared to SPDR S&P 400 US Mid Cap UCITS ETF (SPX4.L) at 5.04%. This indicates that BSMIX's price experiences larger fluctuations and is considered to be riskier than SPX4.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSMIX | SPX4.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.35% | 5.04% | +1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 12.71% | 10.02% | +2.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.93% | 18.58% | +3.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.10% | 23.89% | -2.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.63% | 23.89% | -2.26% |