BASMX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to BASMX

BASMX charges 0.33% annually. There are 92 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	BASMX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	BASMX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	BASMX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	BASMX vs FLCPX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	—	Sep 2014	BASMX vs SSSYX

Best Risk-Adjusted Alternatives to BASMX

BASMX has a PortfoliosLab risk / return rank of 61. There are 180 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	96	—	Mar 2021	BASMX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	92	17.20B	Dec 2004	BASMX vs VPCCX
POGSX	Pin Oak Equity	92	—	Aug 1992	BASMX vs POGSX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	BASMX vs GTLOX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	90	92.00B	Nov 2001	BASMX vs VPMAX

Top Performing BASMX Alternatives (YTD)

BASMX is at 11.43% YTD. There are 134 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.55%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	26.55%	17.20B	Dec 2004	BASMX vs VPCCX
IGIAX	Integrity ESG Growth & Income Fund	25.50%	—	Jan 1995	BASMX vs IGIAX
POGRX	PRIMECAP Odyssey Growth Fund	25.47%	—	Nov 2004	BASMX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	23.05%	—	Dec 2015	BASMX vs RESGX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	22.83%	92.00B	Nov 2001	BASMX vs VPMAX

Lowest Volatility Alternatives to BASMX

BASMX has 12.79% 1-year volatility. There are 214 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.24%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.24%	—	Mar 2021	BASMX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.27%	—	Jun 2013	BASMX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.24%	—	Jul 2012	BASMX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.26%	—	Jul 2012	BASMX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.71%	—	Aug 2018	BASMX vs JEPIX

Lowest Drawdown Alternatives to BASMX

BASMX has a 1-year max drawdown of -8.92%. There are 150 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	BASMX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	BASMX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	BASMX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	BASMX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	BASMX vs QUERX

Other Mutual Funds from iShares

The 10 most viewed iShares mutual funds shown here include BTMKX, BSPIX, BKTSX and span 5 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BTMKX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	44	10.94%	—	Apr 2011	BASMX vs BTMKX
BSPIX	iShares S&P 500 Index Fund Institutional Class	S&P 500	67	11.25%	—	Apr 1993	BASMX vs BSPIX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	66	11.60%	—	Aug 2015	BASMX vs BKTSX
BSPGX	iShares S&P 500 Index Fund Class G	S&P 500	67	11.31%	—	Jul 2019	BASMX vs BSPGX
BDOKX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities	59	13.84%	—	Jun 2011	BASMX vs BDOKX
BSPPX	iShares S&P 500 Index Fund Investor P Shares	S&P 500	63	11.10%	—	Aug 2018	BASMX vs BSPPX
BKIPX	iShares Short-Term TIPS Bond Index Fund Class K	Inflation-Protected Bonds	62	1.42%	—	Feb 2016	BASMX vs BKIPX
BRGKX	iShares Russell 1000 Large-Cap Index Fund Class K	Large Cap Blend Equities	62	11.14%	—	Mar 2011	BASMX vs BRGKX
BDBKX	iShares Russell 2000 Small-Cap Index Fund Class K	Small Cap Blend Equities	72	20.57%	—	Apr 2011	BASMX vs BDBKX
MDIIX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	40	10.73%	—	Apr 1997	BASMX vs MDIIX

Often Compared With BASMX

Investors most often compare BASMX with BDOAX, FGJEX, GQEIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BDOAX	iShares MSCI Total International Index Fund Class ...	International Equity	56	13.69%	—	Jun 2011	BASMX vs BDOAX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	63	10.06%	—	Mar 2025	BASMX vs FGJEX
GQEIX	GQG Partners US Select Quality Equity Fund	Large Cap Blend Equities	8	5.78%	—	Sep 2018	BASMX vs GQEIX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	88	21.39%	—	Dec 2011	BASMX vs DHAMX
FZALX	Fidelity Advisor Mega Cap Stock Fund Class Z	Large Cap Blend Equities	78	12.35%	—	Aug 2013	BASMX vs FZALX
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	76	21.33%	—	Dec 2019	BASMX vs ALSMX
NWAUX	Nationwide GQG US Quality Equity Fund	Large Cap Blend Equities	8	5.45%	—	Jan 2021	BASMX vs NWAUX
FNSTX	Fidelity Infrastructure Fund	Large Cap Blend Equities	39	9.17%	—	Nov 2019	BASMX vs FNSTX
FULVX	Fidelity U.S. Low Volatility Equity Fund	Large Cap Blend Equities	—	—	—	Nov 2019	BASMX vs FULVX
SGOIX	First Eagle Overseas Fund Class I	Large Cap Blend Equities, Foreign Large Cap Equities	64	8.46%	—	—	BASMX vs SGOIX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	Large Cap Blend Equities	56	10.35%	—	Jan 1990	BASMX vs PAGRX
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	31	8.27%	—	Nov 1988	BASMX vs MUHLX
TANDX	Castle Tandem Fund	Large Cap Blend Equities	0	-10.05%	—	Mar 2019	BASMX vs TANDX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	56	9.07%	—	Sep 2022	BASMX vs FEQHX
YFSIX	AMG Yacktman Global Fund	Large Cap Blend Equities	18	21.57%	—	Jan 2017	BASMX vs YFSIX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	67	11.31%	—	Aug 2014	BASMX vs SSEYX
FGRTX	Fidelity Mega Cap Stock Fund	Large Cap Blend Equities	79	12.29%	—	Dec 1998	BASMX vs FGRTX
FTRIX	Fidelity Advisor Mega Cap Stock Fund Class I	Large Cap Blend Equities	77	12.28%	—	Feb 2008	BASMX vs FTRIX
POSKX	PrimeCap Odyssey Stock Fund	Large Cap Blend Equities	88	21.04%	—	Nov 2004	BASMX vs POSKX
FGLGX	Fidelity Series Large Cap Stock Fund	Large Cap Blend Equities	79	12.32%	—	Dec 2012	BASMX vs FGLGX

Compare BASMX with Any Fund or Stock

Compare BASMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair BASMX with funds that move differently

iShares Total U.S. Stock Market Index Fund Investor A Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BASMX.

Explore BASMX Diversifiers

iShares Total U.S. Stock Market Index Fund Investor A Shares (BASMX) Alternatives