Registry rank 1128 · Portfolio as of 2026-05-29
BlackRock Advantage Small Cap Core Fund
BDSAX · BDSCX · BDSIX · BDSKX
Filed fees in dollars
SEC-convention illustration
Computed from SEC filings
Assumptions for each dollar figure: $100,000 starting amount · 5.0% annual return · annual compounding · fees deducted annually · 0.01% computed index-control baseline. Methodology.
| Share class and filing | 10 years | 20 years | 30 years |
|---|---|---|---|
| BDSAX0.75% · SEC expense filing · as of 2025-05-31 | $11,113 | $34,934 | $82,398 |
| BDSCX1.50% · SEC expense filing · as of 2025-05-31 | $21,675 | $65,846 | $150,282 |
| BDSIX0.50% · SEC expense filing · as of 2025-05-31 | $7,437 | $23,653 | $56,429 |
| BDSKX0.45% · SEC expense filing · as of 2025-05-31 | $6,693 | $21,335 | $51,016 |
Real trailing windows
Computed on licensed market-return history
Trailing windows use IWM adjusted-close total-return history through 2026-07-29 and the same filed index-control fee baseline as the convention table. Methodology.
| Share class and filing | 10 years | 20 years | 30 years |
|---|---|---|---|
| BDSAXFiled fee as of 2025-05-31 | $17,645Computed on licensed market-return history 2016-07-29 to 2026-07-29 · proxy return 10.52% annualized | $69,275Computed on licensed market-return history 2006-07-31 to 2026-07-29 · proxy return 8.84% annualized | Proxy history begins 2000 — no full 30-year window |
| BDSCXFiled fee as of 2025-05-31 | $34,469Computed on licensed market-return history 2016-07-29 to 2026-07-29 · proxy return 10.52% annualized | $130,872Computed on licensed market-return history 2006-07-31 to 2026-07-29 · proxy return 8.84% annualized | Proxy history begins 2000 — no full 30-year window |
| BDSIXFiled fee as of 2025-05-31 | $11,803Computed on licensed market-return history 2016-07-29 to 2026-07-29 · proxy return 10.52% annualized | $46,869Computed on licensed market-return history 2006-07-31 to 2026-07-29 · proxy return 8.84% annualized | Proxy history begins 2000 — no full 30-year window |
| BDSKXFiled fee as of 2025-05-31 | $10,620Computed on licensed market-return history 2016-07-29 to 2026-07-29 · proxy return 10.52% annualized | $42,268Computed on licensed market-return history 2006-07-31 to 2026-07-29 · proxy return 8.84% annualized | Proxy history begins 2000 — no full 30-year window |
These figures are illustrations, not predictions or personalized advice. Returns and fees can differ. Read the research disclaimer.
Change the illustration
Computed from SEC filings
Assumptions for the dollar figures below: $100,000 starting amount; 5.0% annual return; 20 years; annual compounding; fees deducted annually; 0.01% computed index-control baseline. BDSAX SEC expense filing, as of 2025-05-31. Methodology.
| Result | Amount |
|---|---|
| Ending value at baseline | $264,825 |
| Ending value at filed expense ratio | $229,891 |
| Difference attributed to fee drag | $34,934 |
This is an illustration, not a prediction or personalized advice. Returns and fees can differ. Read the research disclaimer.
Largest active differences vs IWM
The bars are labeled and repeated in the table; color is not the only signal. Linked company names open Buy Like Buffett’s company record; Sensible Investor does not score stocks.
| Holding | Fund | IWM | Difference |
|---|---|---|---|
| Bloom Energy Corp. | 1.98% | 1.01% | +0.97% |
| Credo Technology Group Holding Ltd. | 1.27% | 0.52% | +0.76% |
| COMFORT SYSTEMS USA INC | 0.70% | 0.00% | +0.70% |
| AVNET INC | 0.66% | 0.00% | +0.66% |
| CULLEN/FROST BANKERS INC | 0.53% | 0.00% | +0.53% |
| EXLSERVICE HOLDINGS INC | 0.52% | 0.00% | +0.52% |
| Dycom Industries, Inc. | 0.82% | 0.34% | +0.48% |
| TTM Technologies, Inc. | 0.82% | 0.34% | +0.48% |
| AGREE REALTY CORP | 0.48% | 0.00% | +0.48% |
| Sanmina Corp. | 0.70% | 0.24% | +0.47% |
Source and verification
SEC N-PORT filing · filed 2026-07-27 · period 2026-05-29
SEC expense filing · period 2025-05-31
Cite these figures
Each snippet includes the figure’s source-event date and immutable verification URL.
Best-fit active share
Sensible Investor, “BlackRock Advantage Small Cap Core Fund — best-fit active share,” 53.7% versus IWM, fund portfolio as of 2026-05-29. https://sensible-investor.com/registry/bdsax/as-of/363649da-fcfb-4007-87ef-de06de7710ca
BDSAX filed expense ratio
Sensible Investor, “BlackRock Advantage Small Cap Core Fund — filed expense ratio,” 0.75% for BDSAX, as of 2025-05-31. https://sensible-investor.com/registry/bdsax/as-of/363649da-fcfb-4007-87ef-de06de7710ca
BDSAX fee per active unit
Sensible Investor, “BlackRock Advantage Small Cap Core Fund — fee per unit of active management,” 1.40% using the BDSAX expense ratio as of 2025-05-31 and fund portfolio as of 2026-05-29. https://sensible-investor.com/registry/bdsax/as-of/363649da-fcfb-4007-87ef-de06de7710ca