iShares Total U.S. Stock Market Index Fund Class K (BKTSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BKTSX
BKTSX charges 0.02% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among BKTSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | BKTSX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | BKTSX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | BKTSX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | BKTSX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | BKTSX vs SSSYX |
Best Risk-Adjusted Alternatives to BKTSX
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 | BKTSX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | BKTSX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | BKTSX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | BKTSX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | BKTSX vs DHAMX |
Top Performing BKTSX Alternatives (YTD)
BKTSX 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 | BKTSX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | BKTSX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | BKTSX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | BKTSX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | BKTSX vs RCKSX |
Lowest Volatility Alternatives to BKTSX
BKTSX 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 | BKTSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | BKTSX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | BKTSX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | BKTSX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | BKTSX vs QUERX |
Lowest Drawdown Alternatives to BKTSX
BKTSX 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 | BKTSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | BKTSX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | BKTSX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | BKTSX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | BKTSX vs GQEIX |
Other Mutual Funds from iShares
Most popular iShares mutual funds on PortfoliosLab, across asset classes.
Often Compared With BKTSX
What investors most often compare with BKTSX, based on PortfoliosLab usage data.
Compare BKTSX with Any Fund or Stock
Compare BKTSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.