BLLD vs IDX

BLLD vs IDX

Which is better, BLLD or IDX?

BLLD has been ahead.

BLLD has a lower expense ratio. BLLD led over 1Y and the full window.

Lower Fees: BLLDHigher Returns: BLLD

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBLLDIDX
Expense Ratio0.49%Best0.57%
AUM$21M$34M
Dividend Yield1.64%3.23%
Holdings61138
Volatility (annualized)17.1%Best17.3%
Max Drawdown-21.0%Best-36.7%
$10,000 over 2.5 years$10,569Best$6,477
Fund FamilyJ.P. Morgan Asset ManagementVanEck
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionSep 7, 2022Jan 15, 2009

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 572 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BLLD has data through Mar 21, 2025 and IDX through Oct 14, 2026.

Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Sep 9, 2022 to Mar 21, 2025 (2.5 years).

Compare BLLD against instead:BLLD vs SPYBLLD vs QQQBLLD vs VOOBLLD vs VTIIDX against:IDX vs VXUS

Risk: Volatility and Drawdowns

IDX has been the more volatile fund, with annualized monthly volatility of 17.3% compared with 17.1% for BLLD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -21.0% for BLLD and -36.7% for IDX. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.56. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BLLD charges 0.49% per year while IDX charges 0.57%. On a $10,000 position that is $49 vs $57 annually, a gap of $8 per year that compounds over a long holding period. On income, BLLD currently yields 1.64% against 3.23% for IDX.

You are not choosing between two funds in isolation.

Whichever of BLLD and IDX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BLLDIDX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BLLD or IDX?

BLLD has an expense ratio of 0.49% while IDX charges 0.57%. BLLD is the cheaper option, by $8 a year on a $10,000 investment.

Which is riskier, BLLD or IDX?

IDX has been the more volatile fund at 17.3% annualized versus 17.1% for BLLD. Worst drawdown: BLLD -21.0% vs IDX -36.7%.

Should I hold both BLLD and IDX?

BLLD and IDX have a monthly-return correlation of 0.56, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BLLD or IDX?

BLLD yields 1.64% while IDX yields 3.23%, so IDX currently pays the higher dividend yield.

Is IDX better than BLLD?

BLLD has a lower expense ratio. BLLD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.