SIDCX vs. BRACX
SIDCX (SEI Institutional Investments Trust Intermediate Duration Credit Fund) and BRACX (BlackRock Allocation Target Shares Series C Portfolio) are both Corporate Bonds funds. Over the past 10 years, SIDCX returned 2.25%/yr vs 2.23%/yr for BRACX. With a 0.96 correlation, they move nearly in lockstep. SIDCX charges 0.32%/yr vs 0.00%/yr for BRACX.
Performance
SIDCX vs. BRACX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SIDCX achieves a 0.37% return, which is significantly lower than BRACX's 0.51% return. Both investments have delivered pretty close results over the past 10 years, with SIDCX having a 2.25% annualized return and BRACX not far behind at 2.23%.
SIDCX
- 1D
- -0.34%
- 1M
- 0.29%
- YTD
- 0.37%
- 6M
- 0.32%
- 1Y
- 5.01%
- 3Y*
- 4.50%
- 5Y*
- -0.03%
- 10Y*
- 2.25%
BRACX
- 1D
- -0.22%
- 1M
- 0.33%
- YTD
- 0.51%
- 6M
- 0.51%
- 1Y
- 5.60%
- 3Y*
- 4.68%
- 5Y*
- 0.14%
- 10Y*
- 2.23%
SIDCX vs. BRACX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SIDCX SEI Institutional Investments Trust Intermediate Duration Credit Fund | 0.37% | 7.40% | 1.92% | 6.58% | -15.78% | -1.66% | 10.68% | 12.43% | -1.61% | 5.66% |
BRACX BlackRock Allocation Target Shares Series C Portfolio | 0.51% | 7.97% | 1.02% | 8.05% | -15.97% | -1.94% | 11.21% | 14.28% | -2.44% | 5.11% |
Correlation
The correlation between SIDCX and BRACX is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.97 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Apr 2, 2015 | 0.96 |
The correlation between SIDCX and BRACX has been stable across timeframes, ranging from 0.95 to 0.97 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SIDCX vs. BRACX — Risk / Return Rank
SIDCX
BRACX
SIDCX vs. BRACX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust Intermediate Duration Credit Fund (SIDCX) and BlackRock Allocation Target Shares Series C Portfolio (BRACX). 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.
| SIDCX | BRACX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.17 | ||
| Sortino ratioReturn per unit of downside risk | -0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.27 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.94 | -0.12 |
| Martin ratioReturn relative to average drawdown | 5.72 | 6.46 | -0.74 |
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 charts...
Sharpe Ratios by Period
| SIDCX | BRACX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 1.48 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.00 | 0.02 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.38 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.26 | +0.15 |
Drawdowns
SIDCX vs. BRACX - Drawdown Comparison
The maximum SIDCX drawdown since its inception was -21.47%, roughly equal to the maximum BRACX drawdown of -22.49%. Use the drawdown chart below to compare losses from any high point for SIDCX and BRACX.
Loading charts...
Drawdown Indicators
| SIDCX | BRACX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.47% | -22.49% | +1.02% |
Max Drawdown (1Y)Largest decline over 1 year | -3.10% | -3.26% | +0.16% |
Max Drawdown (3Y)Largest decline over 3 years | -6.38% | -6.79% | +0.41% |
Max Drawdown (5Y)Largest decline over 5 years | -21.39% | -22.41% | +1.02% |
Max Drawdown (10Y)Largest decline over 10 years | -21.47% | -22.49% | +1.02% |
Current DrawdownCurrent decline from peak | -3.02% | -2.40% | -0.62% |
Average DrawdownAverage peak-to-trough decline | -5.22% | -4.72% | -0.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 0.98% | 0.00% |
Volatility
SIDCX vs. BRACX - Volatility Comparison
SEI Institutional Investments Trust Intermediate Duration Credit Fund (SIDCX) and BlackRock Allocation Target Shares Series C Portfolio (BRACX) have volatilities of 1.52% and 1.45%, 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.
Loading charts...
Volatility by Period
| SIDCX | BRACX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.52% | 1.45% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 3.16% | 3.10% | +0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.29% | 4.29% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.42% | 6.64% | -0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.70% | 5.94% | -0.24% |
SIDCX vs. BRACX - Expense Ratio Comparison
SIDCX has a 0.32% expense ratio, which is higher than BRACX's 0.00% expense ratio.
Dividends
SIDCX vs. BRACX - Dividend Comparison
SIDCX's dividend yield for the trailing twelve months is around 4.71%, less than BRACX's 5.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRACX BlackRock Allocation Target Shares Series C Portfolio | 5.28% | 5.29% | 3.95% | 3.09% | 2.63% | 3.46% | 6.38% | 4.15% | 3.67% | 2.85% | 0.20% | 0.86% |
SIDCX SEI Institutional Investments Trust Intermediate Duration Credit Fund | 4.71% | 4.61% | 4.20% | 2.99% | 2.36% | 3.57% | 4.93% | 3.07% | 3.16% | 2.77% | 2.75% | 1.89% |
Frequently Asked Questions
With a correlation of 0.95, SIDCX and BRACX 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.
SIDCX has higher volatility (1.52%) compared to BRACX (1.45%). In terms of maximum drawdown, SIDCX dropped -21.47% vs BRACX's -22.49%.
BRACX currently has the higher Sharpe Ratio (1.48 vs 1.31), 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.
Find the right allocation for SIDCX and BRACX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer