DSU vs. WFSPX
Compare and contrast key facts about BlackRock Debt Strategies Fund, Inc. (DSU) and iShares S&P 500 Index Fund (WFSPX).
DSU is managed by BlackRock. It was launched on Nov 6, 1998. 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
DSU vs. WFSPX - Performance Comparison
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DSU vs. WFSPX - 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% |
WFSPX iShares S&P 500 Index Fund | -7.06% | 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, DSU achieves a -2.96% return, which is significantly higher than WFSPX's -7.06% return. Over the past 10 years, DSU has underperformed WFSPX with an annualized return of 8.10%, while WFSPX has yielded a comparatively higher 13.63% 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%
WFSPX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.63%
- 1Y
- 14.40%
- 3Y*
- 17.13%
- 5Y*
- 11.37%
- 10Y*
- 13.63%
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DSU vs. WFSPX - Expense Ratio Comparison
DSU has a 2.47% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
DSU vs. WFSPX — Risk / Return Rank
DSU
WFSPX
DSU vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Debt Strategies Fund, Inc. (DSU) 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.
| DSU | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.23 | 0.84 | -0.61 |
Sortino ratioReturn per unit of downside risk | 0.39 | 1.30 | -0.91 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.20 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.18 | 1.06 | -0.87 |
Martin ratioReturn relative to average drawdown | 1.01 | 5.13 | -4.12 |
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
| DSU | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 0.84 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.68 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.76 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.13 | +0.10 |
Correlation
The correlation between DSU and WFSPX is 0.31, 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. WFSPX - Dividend Comparison
DSU's dividend yield for the trailing twelve months is around 12.35%, more than WFSPX's 1.58% 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% |
WFSPX iShares S&P 500 Index Fund | 1.58% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Drawdowns
DSU vs. WFSPX - Drawdown Comparison
The maximum DSU drawdown since its inception was -72.03%, which is greater than WFSPX's maximum drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for DSU and WFSPX.
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Drawdown Indicators
| DSU | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.03% | -58.21% | -13.82% |
Max Drawdown (1Y)Largest decline over 1 year | -12.55% | -12.11% | -0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -24.23% | -24.51% | +0.28% |
Max Drawdown (10Y)Largest decline over 10 years | -45.36% | -33.74% | -11.62% |
Current DrawdownCurrent decline from peak | -4.83% | -8.90% | +4.07% |
Average DrawdownAverage peak-to-trough decline | -11.67% | -12.84% | +1.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.28% | 2.49% | -0.21% |
Volatility
DSU vs. WFSPX - Volatility Comparison
BlackRock Debt Strategies Fund, Inc. (DSU) and iShares S&P 500 Index Fund (WFSPX) have volatilities of 4.16% and 4.24%, 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
| DSU | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 4.24% | -0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 6.52% | 9.08% | -2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.36% | 18.06% | -4.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.74% | 16.84% | -5.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.90% | 17.98% | -2.08% |