DSU vs. NASDX
Compare and contrast key facts about BlackRock Debt Strategies Fund, Inc. (DSU) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
DSU is managed by BlackRock. It was launched on Nov 6, 1998. NASDX is a passively managed fund by BlackRock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000.
Performance
DSU vs. NASDX - Performance Comparison
Loading graphics...
DSU vs. NASDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DSU BlackRock Debt Strategies Fund, Inc. | -2.96% | 5.97% | 11.13% | 30.34% | -15.51% | 19.36% | 1.60% | 23.84% | -10.04% | 10.68% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | -9.12% | 21.00% | 36.91% | 54.69% | -32.57% | 27.32% | 48.59% | 38.22% | -1.21% | 31.27% |
Returns By Period
In the year-to-date period, DSU achieves a -2.96% return, which is significantly higher than NASDX's -9.12% return. Over the past 10 years, DSU has underperformed NASDX with an annualized return of 8.10%, while NASDX has yielded a comparatively higher 19.08% annualized return.
DSU
- 1D
- 1.91%
- 1M
- -2.04%
- YTD
- -2.96%
- 6M
- -4.26%
- 1Y
- 3.08%
- 3Y*
- 12.06%
- 5Y*
- 7.09%
- 10Y*
- 8.10%
NASDX
- 1D
- -0.79%
- 1M
- -8.02%
- YTD
- -9.12%
- 6M
- -6.79%
- 1Y
- 19.59%
- 3Y*
- 24.51%
- 5Y*
- 14.42%
- 10Y*
- 19.08%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DSU vs. NASDX - Expense Ratio Comparison
DSU has a 2.47% expense ratio, which is higher than NASDX's 0.63% expense ratio.
Return for Risk
DSU vs. NASDX — Risk / Return Rank
DSU
NASDX
DSU vs. NASDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Debt Strategies Fund, Inc. (DSU) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). 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.
| DSU | NASDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.23 | 0.88 | -0.65 |
Sortino ratioReturn per unit of downside risk | 0.39 | 1.40 | -1.01 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.20 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.18 | 1.31 | -1.13 |
Martin ratioReturn relative to average drawdown | 1.01 | 5.01 | -4.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DSU | NASDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 0.88 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.63 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.85 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.29 | -0.06 |
Correlation
The correlation between DSU and NASDX is 0.28, 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
DSU vs. NASDX - Dividend Comparison
DSU's dividend yield for the trailing twelve months is around 12.35%, more than NASDX's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSU BlackRock Debt Strategies Fund, Inc. | 12.35% | 11.64% | 11.01% | 9.70% | 7.56% | 6.21% | 7.96% | 7.43% | 8.41% | 6.98% | 6.60% | 8.07% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 3.93% | 3.76% | 16.95% | 7.61% | 3.75% | 2.59% | 1.28% | 7.09% | 2.47% | 1.65% | 0.75% | 0.85% |
Drawdowns
DSU vs. NASDX - Drawdown Comparison
The maximum DSU drawdown since its inception was -72.03%, smaller than the maximum NASDX drawdown of -83.16%. Use the drawdown chart below to compare losses from any high point for DSU and NASDX.
Loading graphics...
Drawdown Indicators
| DSU | NASDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.03% | -83.16% | +11.13% |
Max Drawdown (1Y)Largest decline over 1 year | -12.55% | -12.70% | +0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -24.23% | -35.33% | +11.10% |
Max Drawdown (10Y)Largest decline over 10 years | -45.36% | -35.33% | -10.03% |
Current DrawdownCurrent decline from peak | -4.83% | -11.90% | +7.07% |
Average DrawdownAverage peak-to-trough decline | -11.67% | -34.59% | +22.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.28% | 3.32% | -1.04% |
Volatility
DSU vs. NASDX - Volatility Comparison
The current volatility for BlackRock Debt Strategies Fund, Inc. (DSU) is 4.16%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 5.38%. This indicates that DSU experiences smaller price fluctuations and is considered to be less risky than NASDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DSU | NASDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 5.38% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 6.52% | 12.45% | -5.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.36% | 22.55% | -9.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.74% | 23.03% | -11.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.90% | 22.61% | -6.71% |