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.
Key characteristics
| BSMIX | VOO | |
|---|---|---|
| YTD Return | -0.20% | 5.98% |
| 1Y Return | 14.55% | 22.69% |
| 3Y Return (Ann) | -0.79% | 8.02% |
| 5Y Return (Ann) | 7.80% | 13.41% |
| Sharpe Ratio | 0.84 | 1.93 |
| Daily Std Dev | 17.39% | 11.69% |
| Max Drawdown | -41.32% | -33.99% |
| Current Drawdown | -9.63% | -4.14% |
Correlation
The correlation between BSMIX and VOO is 0.86, 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
In the year-to-date period, BSMIX achieves a -0.20% return, which is significantly lower than VOO's 5.98% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 1.35%, less than VOO's 1.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSMIX iShares Russell Small/Mid-Cap Index Fund | 1.35% | 1.39% | 4.94% | 4.77% | 4.42% | 2.83% | 4.33% | 2.83% | 1.45% | 0.61% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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 4.82% compared to Vanguard S&P 500 ETF (VOO) at 3.92%. 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.