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BSMIX vs SWSSX

Both BSMIX and SWSSX are mutual funds. BSMIX has a higher 5-year return than SWSSX (14.71% vs 14.34%). BSMIX has a higher expense ratio than SWSSX (0.12% vs 0.04%). Below is the comparison between BSMIX and SWSSX.

BSMIX SWSSX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Blend U.S. Equity: Small Blend
Family BlackRock Schwab Funds
Net Assets $149.00M $6.47B
Expense Ratio 0.12% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.92% 0.95%
Minimum Investment $2,000,000.00 $1,000.00
YTD Return 14.90% 13.28%
1-Year Return -0.36% -1.53%
3-Year Return 14.14% 11.96%
5-Year Return 14.71% 14.34%
10-Year Return N/A 12.42%

BSMIX description

The Fund seeks to track the performance of the small to mid-cap segment of the U.S. equity universe. The Fund seeks to track the investment results of the Russell 2500 Index, which measures the performance of the small to mid-cap segment of the U.S. equity universe, commonly referred to as smid cap.

BSMIX performance & returns

YTD Return 14.90%
1-Month Return -1.71%
3-Month Return -0.36%
1-Year Return -0.36%
3-Year Return 14.14%
5-Year Return 14.71%
10-Year Return N/A
BSMIX expense ratio is 0.12%.

BSMIX holdings

Top 10 Holdings (3.87% of Total Assets)

Name Symbol % Assets
BlackRock Cash Funds Treasury SL Agency XTSLA 0.99%
Immunomedics Inc N/A 0.39%
Horizon Therapeutics PLC HZNP 0.34%
Zillow Group Inc C Z 0.32%
Etsy Inc ETSY 0.32%
PerkinElmer Inc PKI 0.31%
NVR Inc NVR 0.31%
Catalent Inc CTLT 0.31%
Teradyne Inc TER 0.29%
Black Knight Inc A BKI 0.29%

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SWSSX description

The Fund seeks to track the total return of the Schwab Small-Cap Index. The Index includes the common stocks of the second-largest 1,000 publicly traded companies in the United States.

SWSSX performance & returns

YTD Return 13.28%
1-Month Return -3.59%
3-Month Return -1.53%
1-Year Return -1.53%
3-Year Return 11.96%
5-Year Return 14.34%
10-Year Return 12.42%
SWSSX expense ratio is 0.04%.

SWSSX holdings

Top 10 Holdings (3.94% of Total Assets)

Name Symbol % Assets
Penn National Gaming Inc PENN 0.58%
Sunrun Inc RUN 0.48%
E-Mini Russ 2000 Dec20 Xcme 20201218 N/A 0.42%
Caesars Entertainment Inc CZR 0.41%
MyoKardia Inc MYOK 0.36%
Novavax Inc NVAX 0.35%
LHC Group Inc LHCG 0.34%
iRhythm Technologies Inc IRTC 0.34%
Mirati Therapeutics Inc MRTX 0.33%
Churchill Downs Inc CHDN 0.33%

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