iShares Total U.S. Stock Market Index Fund (BITSX) 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 BITSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BITSX
BITSX charges 0.08% annually. There are 35 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 | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | BITSX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | BITSX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | BITSX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | BITSX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | BITSX vs VIIIX |
Best Risk-Adjusted Alternatives to BITSX
BITSX has a PortfoliosLab risk / return rank of 66. There are 136 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | BITSX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | BITSX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | BITSX vs POGSX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | BITSX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | BITSX vs VPMAX |
Top Performing BITSX Alternatives (YTD)
BITSX is at 11.59% YTD. There are 123 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.55% | 17.20B | Dec 2004 | BITSX vs VPCCX | |
| Integrity ESG Growth & Income Fund | 25.50% | — | Jan 1995 | BITSX vs IGIAX | |
| PRIMECAP Odyssey Growth Fund | 25.47% | — | Nov 2004 | BITSX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.05% | — | Dec 2015 | BITSX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 22.83% | 92.00B | Nov 2001 | BITSX vs VPMAX |
Lowest Volatility Alternatives to BITSX
BITSX has 12.80% 1-year volatility. There are 217 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.24% | — | Mar 2021 | BITSX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | BITSX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.24% | — | Jul 2012 | BITSX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.26% | — | Jul 2012 | BITSX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | BITSX vs JEPIX |
Lowest Drawdown Alternatives to BITSX
BITSX has a 1-year max drawdown of -8.87%. There are 120 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | BITSX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | BITSX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | BITSX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | BITSX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | BITSX vs QUERX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 40 | 14.87% | — | Sep 2021 | BITSX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 68 | 11.30% | — | Jul 1993 | BITSX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.80% | — | Dec 2012 | BITSX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 68 | 12.25% | — | May 2011 | BITSX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.70% | — | Dec 1991 | BITSX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 55 | 9.82% | — | Jul 2010 | BITSX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 43 | 6.43% | — | Aug 2005 | BITSX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 41 | 31.15% | — | Apr 2000 | BITSX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 80 | 7.36% | — | Oct 2007 | BITSX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 76 | 13.91% | — | Sep 1999 | BITSX vs FAMRX |
Often Compared With BITSX
Investors most often compare BITSX with BITX, VTI, BITO. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare BITSX with Any Fund or Stock
Compare BITSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BITSX with funds that move differently
iShares Total U.S. Stock Market Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BITSX.
Explore BITSX Diversifiers