BSMIX vs. SWSSX
Compare and contrast key facts about iShares Russell Small/Mid-Cap Index Fund (BSMIX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
BSMIX is managed by BlackRock. It was launched on Aug 13, 2015. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Performance
BSMIX vs. SWSSX - Performance Comparison
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BSMIX vs. SWSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSMIX iShares Russell Small/Mid-Cap Index Fund | -1.37% | 11.92% | 12.04% | 17.15% | -18.39% | 18.00% | 20.28% | 27.62% | -10.22% | 16.75% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | -2.49% | 12.88% | 11.57% | 17.07% | -20.43% | 14.77% | 20.12% | 25.63% | -11.19% | 14.76% |
Returns By Period
In the year-to-date period, BSMIX achieves a -1.37% return, which is significantly higher than SWSSX's -2.49% return. Over the past 10 years, BSMIX has outperformed SWSSX with an annualized return of 10.11%, while SWSSX has yielded a comparatively lower 9.50% annualized 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%
SWSSX
- 1D
- -1.45%
- 1M
- -8.18%
- YTD
- -2.49%
- 6M
- -0.36%
- 1Y
- 21.55%
- 3Y*
- 11.83%
- 5Y*
- 3.10%
- 10Y*
- 9.50%
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BSMIX vs. SWSSX - Expense Ratio Comparison
BSMIX has a 0.12% expense ratio, which is higher than SWSSX'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
BSMIX vs. SWSSX — Risk / Return Rank
BSMIX
SWSSX
BSMIX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Small/Mid-Cap Index Fund (BSMIX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). 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 | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 0.91 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.40 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.18 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 1.33 | -0.14 |
Martin ratioReturn relative to average drawdown | 5.17 | 5.02 | +0.15 |
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 | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 0.91 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.14 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.40 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.33 | +0.14 |
Correlation
The correlation between BSMIX and SWSSX is 0.98, 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
BSMIX vs. SWSSX - Dividend Comparison
BSMIX's dividend yield for the trailing twelve months is around 2.94%, more than SWSSX's 1.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.32% | 1.29% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% |
Drawdowns
BSMIX vs. SWSSX - Drawdown Comparison
The maximum BSMIX drawdown since its inception was -41.32%, smaller than the maximum SWSSX drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for BSMIX and SWSSX.
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Drawdown Indicators
| BSMIX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.32% | -60.34% | +19.02% |
Max Drawdown (1Y)Largest decline over 1 year | -14.24% | -13.90% | -0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -28.33% | -31.93% | +3.60% |
Max Drawdown (10Y)Largest decline over 10 years | -41.32% | -41.81% | +0.49% |
Current DrawdownCurrent decline from peak | -9.39% | -11.00% | +1.61% |
Average DrawdownAverage peak-to-trough decline | -7.52% | -10.78% | +3.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 3.68% | -0.39% |
Volatility
BSMIX vs. SWSSX - Volatility Comparison
iShares Russell Small/Mid-Cap Index Fund (BSMIX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX) have volatilities of 6.35% and 6.59%, 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.
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Volatility by Period
| BSMIX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.35% | 6.59% | -0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 12.71% | 14.12% | -1.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.93% | 23.11% | -1.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.10% | 22.57% | -1.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.63% | 24.03% | -2.40% |