iShares Total U.S. Stock Market Index Fund Investor A Shares (BASMX) Alternatives
iShares Total U.S. Stock Market Index Fund Investor A Shares (BASMX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BASMX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to BASMX
BASMX charges 0.33% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among BASMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | BASMX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | BASMX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | BASMX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | BASMX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | BASMX vs SSSYX |
Best Risk-Adjusted Alternatives to BASMX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | BASMX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | BASMX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | BASMX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | BASMX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | BASMX vs DHAMX |
Top Performing BASMX Alternatives (YTD)
BASMX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | BASMX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | BASMX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | BASMX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | BASMX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | BASMX vs RCKSX |
Lowest Volatility Alternatives to BASMX
BASMX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | BASMX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | BASMX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | BASMX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | BASMX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | BASMX vs QUERX |
Lowest Drawdown Alternatives to BASMX
BASMX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | BASMX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | BASMX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | BASMX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | BASMX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | BASMX vs GQEIX |
Other Mutual Funds from iShares
Most popular iShares mutual funds on PortfoliosLab, across asset classes.
Often Compared With BASMX
What investors most often compare with BASMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Investor P Shares | S&P 500 | 41 | -7.14% | Aug 6, 2018 | BASMX vs BSPPX |
Compare BASMX with Any Fund or Stock
Compare BASMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.