BSMIX vs. VOO
Compare and contrast key facts about iShares Russell Small/Mid-Cap Index Fund (BSMIX) and Vanguard S&P 500 ETF (VOO).
BSMIX is managed by Blackrock. It was launched on Aug 13, 2015. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSMIX or VOO.
Correlation
The correlation between BSMIX and VOO is 0.85, 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. VOO - Performance Comparison
Key characteristics
BSMIX:
-0.22
VOO:
0.36
BSMIX:
-0.16
VOO:
0.63
BSMIX:
0.98
VOO:
1.09
BSMIX:
-0.19
VOO:
0.35
BSMIX:
-0.68
VOO:
1.66
BSMIX:
7.15%
VOO:
4.00%
BSMIX:
22.19%
VOO:
18.64%
BSMIX:
-41.32%
VOO:
-33.99%
BSMIX:
-20.72%
VOO:
-12.04%
Returns By Period
In the year-to-date period, BSMIX achieves a -13.37% return, which is significantly lower than VOO's -7.98% return.
BSMIX
-13.37%
-6.78%
-14.37%
-3.47%
10.08%
N/A
VOO
-7.98%
-4.19%
-6.68%
8.00%
15.82%
11.99%
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BSMIX vs. VOO - Expense Ratio Comparison
BSMIX has a 0.12% expense ratio, which is higher than VOO's 0.03% 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%.
Risk-Adjusted Performance
BSMIX vs. VOO — Risk-Adjusted Performance Rank
BSMIX
VOO
BSMIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Small/Mid-Cap Index Fund (BSMIX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
BSMIX's dividend yield for the trailing twelve months is around 1.30%, less than VOO's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSMIX iShares Russell Small/Mid-Cap Index Fund | 1.30% | 1.31% | 1.37% | 1.74% | 1.10% | 1.21% | 1.53% | 1.54% | 1.32% | 1.31% | 0.61% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.41% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BSMIX vs. VOO - Drawdown Comparison
The maximum BSMIX drawdown since its inception was -41.32%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BSMIX and VOO. For additional features, visit the drawdowns tool.
Volatility
BSMIX vs. VOO - Volatility Comparison
iShares Russell Small/Mid-Cap Index Fund (BSMIX) has a higher volatility of 14.15% compared to Vanguard S&P 500 ETF (VOO) at 13.25%. This indicates that BSMIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.