BSMIX vs. WFSPX
Compare and contrast key facts about iShares Russell Small/Mid-Cap Index Fund (BSMIX) and iShares S&P 500 Index Fund (WFSPX).
BSMIX is managed by BlackRock. It was launched on Aug 13, 2015. WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993.
Performance
BSMIX vs. WFSPX - Performance Comparison
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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 | 2.02% | 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 | -4.63% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Returns By Period
In the year-to-date period, BSMIX achieves a 2.02% return, which is significantly higher than WFSPX's -4.63% return. Over the past 10 years, BSMIX has underperformed WFSPX with an annualized return of 10.48%, while WFSPX has yielded a comparatively higher 13.92% annualized return.
BSMIX
- 1D
- 3.44%
- 1M
- -5.81%
- YTD
- 2.02%
- 6M
- 3.97%
- 1Y
- 23.03%
- 3Y*
- 13.17%
- 5Y*
- 5.06%
- 10Y*
- 10.48%
WFSPX
- 1D
- 2.62%
- 1M
- -5.31%
- YTD
- -4.63%
- 6M
- -2.47%
- 1Y
- 16.96%
- 3Y*
- 18.15%
- 5Y*
- 11.69%
- 10Y*
- 13.92%
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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%.
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 (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.
| BSMIX | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.96 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.47 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.49 | +0.15 |
Martin ratioReturn relative to average drawdown | 7.05 | 7.15 | -0.10 |
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 | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.96 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.70 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.78 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.13 | +0.36 |
Correlation
The correlation between BSMIX and WFSPX 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.
Dividends
BSMIX vs. WFSPX - Dividend Comparison
BSMIX's dividend yield for the trailing twelve months is around 2.84%, more than WFSPX's 1.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSMIX iShares Russell Small/Mid-Cap Index Fund | 2.84% | 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 | 1.54% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
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 | -14.24% | -12.11% | -2.13% |
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 | -6.28% | -6.51% | +0.23% |
Average DrawdownAverage peak-to-trough decline | -7.52% | -12.84% | +5.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 2.53% | +0.78% |
Volatility
BSMIX vs. WFSPX - Volatility Comparison
iShares Russell Small/Mid-Cap Index Fund (BSMIX) has a higher volatility of 7.34% compared to iShares S&P 500 Index Fund (WFSPX) at 5.17%. This indicates that BSMIX's price experiences larger fluctuations and is considered to be riskier than WFSPX based on this measure. 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 | 7.34% | 5.17% | +2.17% |
Volatility (6M)Calculated over the trailing 6-month period | 13.15% | 9.44% | +3.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.14% | 18.21% | +3.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.16% | 16.88% | +4.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.66% | 18.00% | +3.66% |