CREDX vs. WFSPX
Compare and contrast key facts about BlackRock Credit Strategies Fund (CREDX) and iShares S&P 500 Index Fund (WFSPX).
CREDX is managed by BlackRock. It was launched on Feb 27, 2019. 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
CREDX vs. WFSPX - Performance Comparison
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CREDX vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CREDX BlackRock Credit Strategies Fund | -0.76% | 5.55% | 8.41% | 12.18% | -12.08% | 1.03% |
WFSPX iShares S&P 500 Index Fund | -4.63% | 17.83% | 24.94% | 26.25% | -18.14% | 30.56% |
Returns By Period
In the year-to-date period, CREDX achieves a -0.76% return, which is significantly higher than WFSPX's -4.63% return.
CREDX
- 1D
- -0.25%
- 1M
- -0.74%
- YTD
- -0.76%
- 6M
- -0.85%
- 1Y
- 3.98%
- 3Y*
- 7.17%
- 5Y*
- 2.17%
- 10Y*
- —
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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CREDX vs. WFSPX - Expense Ratio Comparison
CREDX has a 2.19% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
CREDX vs. WFSPX — Risk / Return Rank
CREDX
WFSPX
CREDX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Credit Strategies Fund (CREDX) 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.
| CREDX | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.96 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.97 | 1.47 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.22 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.04 | 1.49 | +0.55 |
Martin ratioReturn relative to average drawdown | 6.98 | 7.15 | -0.17 |
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
| CREDX | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.96 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.70 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.13 | +0.59 |
Correlation
The correlation between CREDX and WFSPX is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CREDX vs. WFSPX - Dividend Comparison
CREDX's dividend yield for the trailing twelve months is around 8.45%, more than WFSPX's 1.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CREDX BlackRock Credit Strategies Fund | 8.45% | 9.16% | 9.78% | 9.98% | 3.41% | 5.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 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
CREDX vs. WFSPX - Drawdown Comparison
The maximum CREDX drawdown since its inception was -15.13%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for CREDX and WFSPX.
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Drawdown Indicators
| CREDX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.13% | -58.21% | +43.08% |
Max Drawdown (1Y)Largest decline over 1 year | -2.04% | -12.11% | +10.07% |
Max Drawdown (5Y)Largest decline over 5 years | -15.13% | -24.51% | +9.38% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.74% | — |
Current DrawdownCurrent decline from peak | -1.45% | -6.51% | +5.06% |
Average DrawdownAverage peak-to-trough decline | -3.90% | -12.84% | +8.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.63% | 2.53% | -1.90% |
Volatility
CREDX vs. WFSPX - Volatility Comparison
The current volatility for BlackRock Credit Strategies Fund (CREDX) is 0.60%, while iShares S&P 500 Index Fund (WFSPX) has a volatility of 5.17%. This indicates that CREDX experiences smaller price fluctuations and is considered to be less risky 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
| CREDX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.60% | 5.17% | -4.57% |
Volatility (6M)Calculated over the trailing 6-month period | 2.49% | 9.44% | -6.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.46% | 18.21% | -14.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.38% | 16.88% | -13.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.34% | 18.00% | -14.66% |