BSMIX vs. WFSPX
BSMIX (iShares Russell Small/Mid-Cap Index Fund) and WFSPX (iShares S&P 500 Index Fund Class K) are both mutual funds - BSMIX is a Small Cap Blend Equities fund managed by BlackRock, while WFSPX is a S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, BSMIX returned 11.38%/yr vs 14.88%/yr for WFSPX. Their correlation of 0.85 means they have usually moved in the same direction. BSMIX charges 0.12%/yr vs 0.03%/yr for WFSPX.
Performance
BSMIX vs. WFSPX - Performance Comparison
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Returns By Period
In the year-to-date period, BSMIX achieves a 19.88% return, which is significantly higher than WFSPX's 9.34% return. Over the past 10 years, BSMIX has underperformed WFSPX with an annualized return of 11.38%, while WFSPX has yielded a comparatively higher 14.88% annualized return.
BSMIX
- 1D
- 1.02%
- 1M
- -1.45%
- 6M
- 14.20%
- YTD
- 19.88%
- 1Y
- 33.27%
- 3Y*
- 15.54%
- 5Y*
- 8.10%
- 10Y*
- 11.38%
- ALL TIME*
- 11.87%
WFSPX
- 1D
- 1.66%
- 1M
- -0.56%
- 6M
- 7.78%
- YTD
- 9.34%
- 1Y
- 20.57%
- 3Y*
- 18.99%
- 5Y*
- 12.65%
- 10Y*
- 14.88%
- ALL TIME*
- 16.25%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BSMIX vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSMIX iShares Russell Small/Mid-Cap Index Fund | 19.88% | 11.92% | 12.04% | 17.15% | -18.39% | 18.00% | 20.28% | 27.62% | -10.22% | 16.75% |
WFSPX iShares S&P 500 Index Fund Class K | 9.34% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Correlation
The correlation between BSMIX and WFSPX is 0.80, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.80 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.85 |
The correlation between BSMIX and WFSPX has been stable across timeframes, ranging from 0.80 to 0.85 - a consistent structural relationship.
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Return for Risk
BSMIX vs. WFSPX — Risk / Return Rank
BSMIX
WFSPX
BSMIX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Small/Mid-Cap Index Fund (BSMIX) and iShares S&P 500 Index Fund Class K (WFSPX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BSMIX | WFSPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.27 | ||
| Sortino ratioReturn per unit of downside risk | +0.44 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.26 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.20 | 2.06 | +1.14 |
| Martin ratioReturn relative to average drawdown | 12.07 | 8.83 | +3.24 |
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Drawdowns
BSMIX vs. WFSPX - Drawdown Comparison
The maximum BSMIX drawdown since its inception was -41.32%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for BSMIX and WFSPX.
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Drawdown Indicators
| BSMIX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.32% | -58.21% | +16.89% |
Max Drawdown (1Y)Largest decline over 1 year | -9.39% | -8.90% | -0.49% |
Max Drawdown (3Y)Largest decline over 3 years | -25.49% | -18.74% | -6.75% |
Max Drawdown (5Y)Largest decline over 5 years | -28.33% | -24.51% | -3.82% |
Max Drawdown (10Y)Largest decline over 10 years | -41.32% | -33.74% | -7.58% |
Current DrawdownCurrent decline from peak | -2.24% | -2.10% | -0.14% |
Average DrawdownAverage peak-to-trough decline | -7.32% | -12.72% | +5.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.07% | +0.42% |
Volatility
BSMIX vs. WFSPX - Volatility Comparison
iShares Russell Small/Mid-Cap Index Fund (BSMIX) and iShares S&P 500 Index Fund Class K (WFSPX) have volatilities of 3.46% and 3.44%, 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 | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 3.44% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 13.43% | 10.09% | +3.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.74% | 12.85% | +4.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.21% | 16.99% | +4.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.69% | 18.03% | +3.66% |
BSMIX vs. WFSPX - Expense Ratio Comparison
BSMIX has a 0.12% expense ratio, which is higher than WFSPX'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%.
Dividends
BSMIX vs. WFSPX - Dividend Comparison
BSMIX's dividend yield for the trailing twelve months is around 2.47%, more than WFSPX's 1.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSMIX iShares Russell Small/Mid-Cap Index Fund | 2.47% | 2.90% | 2.04% | 1.37% | 4.94% | 4.77% | 4.42% | 2.83% | 4.33% | 2.83% | 1.45% | 0.00% |
WFSPX iShares S&P 500 Index Fund Class K | 1.67% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Frequently Asked Questions
BSMIX and WFSPX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BSMIX has higher volatility (3.46%) compared to WFSPX (3.44%). In terms of maximum drawdown, BSMIX dropped -41.32% vs WFSPX's -58.21%.
BSMIX currently has the higher Sharpe Ratio (1.69 vs 1.42), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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