MOPIX vs. BSMIX
MOPIX (MainStay WMC Small Companies Fund) and BSMIX (iShares Russell Small/Mid-Cap Index Fund) are both Small Cap Blend Equities funds. Over the past 10 years, MOPIX returned 9.02%/yr vs 11.45%/yr for BSMIX. Their 0.95 correlation means they have historically moved very closely together. MOPIX charges 0.97%/yr vs 0.12%/yr for BSMIX.
Performance
MOPIX vs. BSMIX - Performance Comparison
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Returns By Period
In the year-to-date period, MOPIX achieves a 27.40% return, which is significantly higher than BSMIX's 21.31% return. Over the past 10 years, MOPIX has underperformed BSMIX with an annualized return of 9.02%, while BSMIX has yielded a comparatively higher 11.45% annualized return.
MOPIX
- 1D
- 1.32%
- 1M
- -1.89%
- 6M
- 19.02%
- YTD
- 27.40%
- 1Y
- 48.45%
- 3Y*
- 19.66%
- 5Y*
- 9.97%
- 10Y*
- 9.02%
- ALL TIME*
- 9.53%
BSMIX
- 1D
- 1.56%
- 1M
- -0.27%
- 6M
- 14.07%
- YTD
- 21.31%
- 1Y
- 32.73%
- 3Y*
- 16.88%
- 5Y*
- 8.55%
- 10Y*
- 11.45%
- ALL TIME*
- 11.98%
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 |
MOPIX vs. BSMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MOPIX MainStay WMC Small Companies Fund | 27.40% | 12.69% | 16.07% | 10.97% | -19.00% | 17.55% | 10.04% | 17.70% | -16.42% | 15.68% |
BSMIX iShares Russell Small/Mid-Cap Index Fund | 21.31% | 11.92% | 12.04% | 17.15% | -18.39% | 18.00% | 20.28% | 27.62% | -10.22% | 16.75% |
Correlation
The correlation between MOPIX and BSMIX is 0.92, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.92 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.95 |
The correlation between MOPIX and BSMIX has been stable across timeframes, ranging from 0.92 to 0.95 - a consistent structural relationship.
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Return for Risk
MOPIX vs. BSMIX — Risk / Return Rank
MOPIX
BSMIX
MOPIX vs. BSMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MainStay WMC Small Companies Fund (MOPIX) and iShares Russell Small/Mid-Cap Index Fund (BSMIX). 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.
| MOPIX | BSMIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.69 | ||
| Sortino ratioReturn per unit of downside risk | +0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.34 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 5.26 | 3.73 | +1.53 |
| Martin ratioReturn relative to average drawdown | 19.06 | 14.05 | +5.00 |
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Drawdowns
MOPIX vs. BSMIX - Drawdown Comparison
The maximum MOPIX drawdown since its inception was -68.08%, which is greater than BSMIX's maximum drawdown of -41.32%. Use the drawdown chart below to compare losses from any high point for MOPIX and BSMIX.
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Drawdown Indicators
| MOPIX | BSMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.08% | -41.32% | -26.76% |
Max Drawdown (1Y)Largest decline over 1 year | -9.84% | -9.39% | -0.45% |
Max Drawdown (3Y)Largest decline over 3 years | -26.99% | -25.49% | -1.50% |
Max Drawdown (5Y)Largest decline over 5 years | -32.60% | -28.33% | -4.27% |
Max Drawdown (10Y)Largest decline over 10 years | -48.01% | -41.32% | -6.69% |
Current DrawdownCurrent decline from peak | -4.58% | -1.07% | -3.51% |
Average DrawdownAverage peak-to-trough decline | -9.08% | -7.32% | -1.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.71% | 2.49% | +0.22% |
Volatility
MOPIX vs. BSMIX - Volatility Comparison
MainStay WMC Small Companies Fund (MOPIX) has a higher volatility of 5.40% compared to iShares Russell Small/Mid-Cap Index Fund (BSMIX) at 3.82%. This indicates that MOPIX's price experiences larger fluctuations and is considered to be riskier than BSMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MOPIX | BSMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.40% | 3.82% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 15.24% | 13.45% | +1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.36% | 17.71% | +1.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.84% | 21.22% | +1.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.42% | 21.70% | +1.72% |
MOPIX vs. BSMIX - Expense Ratio Comparison
MOPIX has a 0.97% expense ratio, which is higher than BSMIX's 0.12% expense ratio.
Dividends
MOPIX vs. BSMIX - Dividend Comparison
MOPIX's dividend yield for the trailing twelve months is around 0.12%, less than BSMIX's 2.44% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSMIX iShares Russell Small/Mid-Cap Index Fund | 2.44% | 2.90% | 2.04% | 1.37% | 4.94% | 4.77% | 4.42% | 2.83% | 4.33% | 2.83% | 1.45% | 0.00% |
MOPIX MainStay WMC Small Companies Fund | 0.12% | 0.15% | 0.39% | 0.33% | 2.34% | 29.42% | 0.00% | 0.50% | 18.09% | 8.32% | 0.59% | 0.37% |
Frequently Asked Questions
With a correlation of 0.92, MOPIX and BSMIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
MOPIX has higher volatility (5.40%) compared to BSMIX (3.82%). In terms of maximum drawdown, MOPIX dropped -68.08% vs BSMIX's -41.32%.
MOPIX currently has the higher Sharpe Ratio (2.68 vs 1.98), 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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