BKTSX Alternatives & Similar Mutual Funds

iShares Total U.S. Stock Market Index Fund Class K (BKTSX) 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 BKTSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to BKTSX

BKTSX charges 0.02% annually. There are 4 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	BKTSX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	BKTSX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	BKTSX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	BKTSX vs FLCPX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	—	Sep 2014	BKTSX vs SSSYX

Best Risk-Adjusted Alternatives to BKTSX

BKTSX has a PortfoliosLab risk / return rank of 63. There are 135 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
VPCCX	Vanguard PRIMECAP Core Fund	96	17.20B	Dec 2004	BKTSX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	95	92.00B	Nov 2001	BKTSX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	94	—	Nov 2004	BKTSX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	BKTSX vs GTLOX
IGIAX	Integrity ESG Growth & Income Fund	91	—	Jan 1995	BKTSX vs IGIAX

Top Performing BKTSX Alternatives (YTD)

BKTSX is at 10.08% YTD. There are 116 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	33.95%	17.20B	Dec 2004	BKTSX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	29.80%	92.00B	Nov 2001	BKTSX vs VPMAX
IGIAX	Integrity ESG Growth & Income Fund	27.12%	—	Jan 1995	BKTSX vs IGIAX
FLCKX	Fidelity Leveraged Company Stock Fund Class K	27.04%	—	May 2008	BKTSX vs FLCKX
FLVCX	Fidelity Leveraged Company Stock Fund	26.99%	—	Dec 2000	BKTSX vs FLVCX

Lowest Volatility Alternatives to BKTSX

BKTSX has 12.76% 1-year volatility. There are 210 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.29%	—	Jun 2013	BKTSX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.40%	—	Mar 2021	BKTSX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.39%	—	Jul 2012	BKTSX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.40%	—	Jul 2012	BKTSX vs AUEIX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	8.59%	—	May 2015	BKTSX vs FSUVX

Lowest Drawdown Alternatives to BKTSX

BKTSX 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 -1.33%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	Mar 2021	BKTSX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	BKTSX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	BKTSX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	BKTSX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	BKTSX vs QUERX

Other Mutual Funds from iShares

The 10 most viewed iShares mutual funds shown here include BTMKX, BSPIX, BSPGX 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	39	10.89%	—	Apr 2011	BKTSX vs BTMKX
BSPIX	iShares S&P 500 Index Fund Institutional Class	S&P 500	64	9.73%	—	Apr 1993	BKTSX vs BSPIX
BSPGX	iShares S&P 500 Index Fund Class G	S&P 500	65	9.78%	—	Jul 2019	BKTSX vs BSPGX
BSPPX	iShares S&P 500 Index Fund Investor P Shares	S&P 500	63	9.60%	—	Aug 2018	BKTSX vs BSPPX
BDOKX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities	67	16.62%	—	Jun 2011	BKTSX vs BDOKX
BKIPX	iShares Short-Term TIPS Bond Index Fund Class K	Inflation-Protected Bonds	42	0.64%	—	Feb 2016	BKTSX vs BKIPX
BRGKX	iShares Russell 1000 Large-Cap Index Fund Class K	Large Cap Blend Equities	61	9.55%	—	Mar 2011	BKTSX vs BRGKX
BDBKX	iShares Russell 2000 Small-Cap Index Fund Class K	Small Cap Blend Equities	72	21.69%	—	Apr 2011	BKTSX vs BDBKX
MDIIX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	38	10.73%	—	Apr 1997	BKTSX vs MDIIX
BASMX	iShares Total U.S. Stock Market Index Fund Investo...	Large Cap Blend Equities	61	9.92%	—	Aug 2015	BKTSX vs BASMX

Often Compared With BKTSX

Investors most often compare BKTSX with VTSNX, FGCKX, ACWX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VTSNX	Vanguard Total International Stock Index Fund Inst...	Foreign Large Cap Equities, Large Cap Blend Equities	69	15.83%	652.30B	Nov 2010	BKTSX vs VTSNX
FGCKX	Fidelity Growth Company K	Large Cap Growth Equities	72	21.75%	—	May 2008	BKTSX vs FGCKX
ACWX	iShares MSCI ACWI ex U.S. ETF	Foreign Large Cap Equities	55	12.88%	11.77B	Mar 2008	BKTSX vs ACWX
VOO	Vanguard S&P 500 ETF	S&P 500	59	8.19%	1.70T	Sep 2010	BKTSX vs VOO
WAYFX	Waycross Focused Core Equity Fund	Large Cap Blend Equities	23	1.71%	—	Dec 2020	BKTSX vs WAYFX
BDOAX	iShares MSCI Total International Index Fund Class ...	International Equity	66	16.42%	—	Jun 2011	BKTSX vs BDOAX
SENCX	Touchstone Large Cap Focused Fund	Large Cap Blend Equities	23	1.57%	—	Jan 1934	BKTSX vs SENCX
HESGX	Horizon ESG Defensive Core Fund	Large Cap Blend Equities	49	6.11%	—	Dec 2019	BKTSX vs HESGX
AFIFX	American Funds Fundamental Investors Class F-1	Large Cap Blend Equities	68	14.21%	—	Mar 2001	BKTSX vs AFIFX
MIGYX	Invesco Main Street Fund Class Y	Large Cap Blend Equities	37	5.43%	—	Nov 1996	BKTSX vs MIGYX
WMLIX	Wilmington Large-Cap Strategy Fund	Large Cap Blend Equities	60	9.47%	—	Jul 2003	BKTSX vs WMLIX
MSOAX	MainStay WMC Enduring Capital Fund	Large Cap Blend Equities	3	1.95%	—	Jun 1998	BKTSX vs MSOAX
MEQFX	AMG River Road Large Cap Value Select Fund	Large Cap Blend Equities	1	-4.74%	—	Aug 1992	BKTSX vs MEQFX
VSTIX	VALIC Company I Stock Index Fund	Large Cap Blend Equities	67	9.59%	—	Apr 1987	BKTSX vs VSTIX
SNXFX	Schwab 1000 Index Fund	Large Cap Blend Equities	62	10.10%	22.30B	Apr 1991	BKTSX vs SNXFX
SUSIX	State Street Institutional U.S. Equity Fund	Large Cap Blend Equities	42	6.02%	—	Nov 1997	BKTSX vs SUSIX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	65	10.33%	2.30T	Nov 2000	BKTSX vs VTSAX
MFRFX	MFS Research Fund	Large Cap Blend Equities	33	5.84%	—	Oct 1971	BKTSX vs MFRFX
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	Large Cap Growth Equities	92	28.29%	31.20B	Nov 2001	BKTSX vs VHCAX
FDFIX	Fidelity Flex 500 Index Fund	Large Cap Blend Equities	61	9.64%	—	Mar 2017	BKTSX vs FDFIX

Compare BKTSX with Any Fund or Stock

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

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Diversifiers

Pair BKTSX with funds that move differently

iShares Total U.S. Stock Market Index Fund Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BKTSX.

Explore BKTSX Diversifiers

iShares Total U.S. Stock Market Index Fund Class K (BKTSX) Alternatives