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SBVAX vs BDSIX
Both BDSIX and SBVAX are mutual funds. BDSIX has a higher 5-year return than SBVAX (18.13% vs 10.84%). BDSIX has a lower expense ratio than SBVAX (0.5% vs 1.35%). Below is the comparison between BDSIX and SBVAX.
| BDSIX | SBVAX | |
|---|---|---|
| Security Type | ETF | ETF |
| Segment | U.S. Equity: Small Blend | U.S. Equity: Small Blend |
| Family | BlackRock | Franklin Templeton Investments |
| Net Assets | $2.57B | $109.20M |
| Expense Ratio | 0.50% | 1.35% |
| Management Style | active | active |
| Dividend Yield | 0.51% | 0.29% |
| Minimum Investment | $2,000,000.00 | $3,000.00 |
| YTD Return | 13.14% | 22.78% |
| 1-Year Return | 7.08% | 17.70% |
| 3-Year Return | 17.85% | 7.44% |
| 5-Year Return | 18.13% | 10.84% |
| 10-Year Return | N/A | 7.07% |
BDSIX description
The Fund seeks capital appreciation over the long term. Under normal circumstances, the Fund seeks to invest at least 80% of its net assets in equity securities or other financial instruments that are components of, or have market capitalizations similar to, the securities included in the Russell 2000 Index.
BDSIX performance & returns
| YTD Return | 13.14% |
| 1-Month Return | 0.79% |
| 3-Month Return | 7.08% |
| 1-Year Return | 7.08% |
| 3-Year Return | 17.85% |
| 5-Year Return | 18.13% |
| 10-Year Return | N/A |
BDSIX expense ratio is 0.5%.
BDSIX holdings
Top 10 Holdings (10.64% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| BlackRock Liquidity T-Fund Instl | TSTXX | 3.40% |
| Qualys Inc | QLYS | 1.00% |
| International Game Technology PLC | IGT | 0.91% |
| QTS Realty Trust Inc Class A | QTS | 0.84% |
| Werner Enterprises Inc | WERN | 0.81% |
| M.D.C. Holdings Inc | MDC | 0.78% |
| Generac Holdings Inc | GNRC | 0.77% |
| Hamilton Lane Inc Class A | HLNE | 0.76% |
| Hub Group Inc Class A | HUBG | 0.69% |
| Cirrus Logic Inc | CRUS | 0.68% |
Other relevant BDSIX comparisons
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- BDSIX vs VSMAX
- BDSIX vs VSCIX
- BDSIX vs VSCPX
- BDSIX vs VTMSX
- BDSIX vs PRSVX
- BDSIX vs SWSSX
- BDSIX vs TISBX
- BDSIX vs FTHSX
- BDSIX vs FSCRX
- BDSIX vs HASCX
Or use Finny Compare Wizard to create a comparison you’d like to see.
SBVAX description
The Fund seeks long-term growth of capital by investing, under normal market conditions, at least 65% of its total assets in the equity securities of smaller capitalized companies.
SBVAX performance & returns
| YTD Return | 22.78% |
| 1-Month Return | 2.54% |
| 3-Month Return | 17.70% |
| 1-Year Return | 17.70% |
| 3-Year Return | 7.44% |
| 5-Year Return | 10.84% |
| 10-Year Return | 7.07% |
SBVAX expense ratio is 1.35%.
SBVAX holdings
Top 10 Holdings (19.35% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Gray Television Inc | GTN | 2.44% |
| JPMorgan 100% US Tr Sec MM Inst | JTSXX | 2.33% |
| Physicians Realty Trust | DOC | 2.06% |
| Wintrust Financial Corp | WTFC | 1.91% |
| Murphy USA Inc | MUSA | 1.91% |
| Starwood Property Trust Inc | STWD | 1.87% |
| Aaron's Inc | AAN | 1.75% |
| International Seaways Inc | INSW | 1.70% |
| Black Hills Corp | BKH | 1.70% |
| Bank OZK | OZK | 1.68% |
Other relevant SBVAX comparisons
You may also want to check out the following SBVAX comparisons that investors often look for on Finny
- SBVAX vs VSMAX
- SBVAX vs VSCIX
- SBVAX vs VSCPX
- SBVAX vs VTMSX
- SBVAX vs PRSVX
- SBVAX vs SWSSX
- SBVAX vs TISBX
- SBVAX vs FTHSX
- SBVAX vs FSCRX
- SBVAX vs BDSIX
Or use Finny Compare Wizard to create a comparison you’d like to see.
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