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
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	BKTSX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	BKTSX vs VSTSX
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
VITPX	Vanguard Institutional Total Stock Market Index Fu...	0.02%	34.70B	May 2001	BKTSX vs VITPX

Best Risk-Adjusted Alternatives to BKTSX

BKTSX has a PortfoliosLab risk / return rank of 61. There are 141 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	97	—	Mar 2021	BKTSX vs SVPFX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	BKTSX vs FTZIX
VPCCX	Vanguard PRIMECAP Core Fund	92	18.10B	Dec 2004	BKTSX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	BKTSX vs GTLOX
POGSX	Pin Oak Equity	90	—	Aug 1992	BKTSX vs POGSX

Top Performing BKTSX Alternatives (YTD)

BKTSX is at 9.74% YTD. There are 145 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.47%	18.10B	Dec 2004	BKTSX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	24.27%	—	Dec 2018	BKTSX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.85%	—	Nov 2004	BKTSX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.24%	—	Dec 2015	BKTSX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.87%	—	Jan 1995	BKTSX vs IGIAX

Lowest Volatility Alternatives to BKTSX

BKTSX has 13.05% 1-year volatility. There are 201 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	BKTSX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	BKTSX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.23%	—	Jul 2012	BKTSX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.85%	—	Aug 2018	BKTSX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.33%	—	Feb 2012	BKTSX vs SILVX

Lowest Drawdown Alternatives to BKTSX

BKTSX has a 1-year max drawdown of -8.87%. There are 116 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	BKTSX vs SVPFX
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
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	BKTSX vs AMFEX

Other Mutual Funds from iShares

The 10 most viewed iShares mutual funds shown here include BTMKX, BSPIX, BSPGX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BTMKX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	69	12.75%	—	Apr 2011	BKTSX vs BTMKX
BSPIX	iShares S&P 500 Index Fund Institutional Class	S&P 500	60	9.29%	—	Apr 1993	BKTSX vs BSPIX
BSPGX	iShares S&P 500 Index Fund Class G	S&P 500	60	9.35%	—	Jul 2019	BKTSX vs BSPGX
BDOKX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities	71	13.69%	—	Jun 2011	BKTSX vs BDOKX
BSPPX	iShares S&P 500 Index Fund Investor P Shares	S&P 500	56	9.13%	—	Aug 2018	BKTSX vs BSPPX
BRGKX	iShares Russell 1000 Large-Cap Index Fund Class K	Large Cap Blend Equities	55	9.25%	—	Mar 2011	BKTSX vs BRGKX
BKIPX	iShares Short-Term TIPS Bond Index Fund Class K	Inflation-Protected Bonds	59	1.10%	—	Feb 2016	BKTSX vs BKIPX
MDIIX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	63	12.55%	—	Apr 1997	BKTSX vs MDIIX
BDBKX	iShares Russell 2000 Small-Cap Index Fund Class K	Small Cap Blend Equities	76	19.35%	—	Apr 2011	BKTSX vs BDBKX
BDOAX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities, Emerging Markets Equities	69	13.45%	—	Jun 2011	BKTSX vs BDOAX

Often Compared With BKTSX

Investors most often compare BKTSX with BASMX, FGCKX, VTSNX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BASMX	iShares Total U.S. Stock Market Index Fund Investo...	Large Cap Blend Equities	54	9.53%	—	Aug 2015	BKTSX vs BASMX
FGCKX	Fidelity Growth Company Fund Class K	Large Cap Growth Equities	49	15.04%	—	May 2008	BKTSX vs FGCKX
VTSNX	Vanguard Total International Stock Index Fund Inst...	Foreign Large Cap Equities	72	12.79%	651.00B	Nov 2010	BKTSX vs VTSNX
ACWX	iShares MSCI ACWI ex U.S. ETF	Foreign Large Cap Equities	72	13.36%	11.52B	Mar 2008	BKTSX vs ACWX
MIGYX	Invesco Main Street Fund Class Y	Large Cap Blend Equities	32	6.32%	—	Nov 1996	BKTSX vs MIGYX
SENCX	Touchstone Large Cap Focused Fund	Large Cap Blend Equities	29	4.94%	—	Jan 1934	BKTSX vs SENCX
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	BKTSX vs VOO
WAYFX	Waycross Focused Core Equity Fund	Large Cap Blend Equities	17	3.02%	—	Dec 2020	BKTSX vs WAYFX
SUSIX	State Street Institutional U.S. Equity Fund	Large Cap Blend Equities	32	6.48%	—	Nov 1997	BKTSX vs SUSIX
WMLIX	Wilmington Large-Cap Strategy Fund	Large Cap Blend Equities	52	9.11%	—	Jul 2003	BKTSX vs WMLIX
HESGX	Horizon ESG Defensive Core Fund	Large Cap Blend Equities	42	6.73%	—	Dec 2019	BKTSX vs HESGX
AFIFX	American Funds Fundamental Investors Class F-1	Large Cap Blend Equities	62	12.09%	—	Mar 2001	BKTSX vs AFIFX
VSTIX	VALIC Company I Stock Index Fund	Large Cap Blend Equities	61	9.14%	—	Apr 1987	BKTSX vs VSTIX
MFRFX	MFS Research Fund	Large Cap Blend Equities	26	5.95%	—	Oct 1971	BKTSX vs MFRFX
MSOAX	MainStay WMC Enduring Capital Fund	Large Cap Blend Equities	5	5.51%	—	Jun 1998	BKTSX vs MSOAX
MEQFX	AMG River Road Large Cap Value Select Fund	Large Cap Blend Equities	2	0.15%	—	Aug 1992	BKTSX vs MEQFX
SNXFX	Schwab 1000 Index Fund	Large Cap Blend Equities	60	9.62%	22.19B	Apr 1991	BKTSX vs SNXFX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	64	9.87%	2.30T	Nov 2000	BKTSX vs VTSAX
OAYLX	Oakmark Select Fund Advisor Class	Large Cap Blend Equities	41	9.98%	—	Nov 2016	BKTSX vs OAYLX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	Large Cap Blend Equities	69	9.35%	—	Jul 2017	BKTSX vs WBREOX

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