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
VSMPX	Vanguard Total Stock Market Index Fund Institution...	0.02%	2.20T	Apr 2015	BKTSX vs VSMPX

Best Risk-Adjusted Alternatives to BKTSX

BKTSX has a PortfoliosLab risk / return rank of 71. There are 142 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	15.30B	Dec 2004	BKTSX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	82.00B	Nov 2001	BKTSX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	91	—	Nov 2004	BKTSX vs POSKX
QCELX	AQR Large Cap Multi-Style Fund	91	—	Mar 2013	BKTSX vs QCELX
DHAMX	Centre American Select Equity Fund	90	—	Dec 2011	BKTSX vs DHAMX

Top Performing BKTSX Alternatives (YTD)

BKTSX is at 11.47% YTD. There are 123 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.30%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	28.30%	15.30B	Dec 2004	BKTSX vs VPCCX
YFSIX	AMG Yacktman Global Fund	28.24%	—	Jan 2017	BKTSX vs YFSIX
IGIAX	Integrity ESG Growth & Income Fund	25.25%	—	Jan 1995	BKTSX vs IGIAX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	25.01%	82.00B	Nov 2001	BKTSX vs VPMAX
ALSMX	Archer Multi Cap Fund	24.45%	—	Dec 2019	BKTSX vs ALSMX

Lowest Volatility Alternatives to BKTSX

BKTSX has 12.17% 1-year volatility. There are 205 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.26%	—	Mar 2021	BKTSX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.26%	—	Jun 2013	BKTSX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	7.92%	—	Jul 2012	BKTSX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	7.93%	—	Jul 2012	BKTSX vs AUEIX
FULVX	Fidelity U.S. Low Volatility Equity Fund	8.38%	—	Nov 2019	BKTSX vs FULVX

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 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BTMKX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	27	9.29%	—	Apr 2011	BKTSX vs BTMKX
BSPIX	iShares S&P 500 Index Fund Institutional Class	S&P 500	74	11.51%	—	Apr 1993	BKTSX vs BSPIX
BSPGX	iShares S&P 500 Index Fund Class G	S&P 500	74	11.55%	—	Jul 2019	BKTSX vs BSPGX
BKIPX	iShares Short-Term TIPS Bond Index Fund Class K	Inflation-Protected Bonds	75	2.00%	—	Feb 2016	BKTSX vs BKIPX
BSPPX	iShares S&P 500 Index Fund Investor P Shares	S&P 500	73	11.39%	—	Aug 2018	BKTSX vs BSPPX
BDOKX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities	58	15.08%	—	Jun 2011	BKTSX vs BDOKX
BRGKX	iShares Russell 1000 Large-Cap Index Fund Class K	Large Cap Blend Equities	70	11.19%	—	Mar 2011	BKTSX vs BRGKX
BDBKX	iShares Russell 2000 Small-Cap Index Fund Class K	Small Cap Blend Equities	62	17.58%	—	Apr 2011	BKTSX vs BDBKX
MDIIX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	27	9.11%	—	Apr 1997	BKTSX vs MDIIX
BDOAX	iShares MSCI Total International Index Fund Class ...	International Equity	57	14.90%	—	Jun 2011	BKTSX vs BDOAX

Often Compared With BKTSX

Investors most often compare BKTSX with BASMX, VTSNX, FGCKX. 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	69	11.34%	—	Aug 2015	BKTSX vs BASMX
VTSNX	Vanguard Total International Stock Index Fund Inst...	Large Cap Blend Equities, Foreign Large Cap Equities	60	14.71%	629.30B	Nov 2010	BKTSX vs VTSNX
FGCKX	Fidelity Growth Company K	Large Cap Growth Equities	79	23.72%	—	May 2008	BKTSX vs FGCKX
VOO	Vanguard S&P 500 ETF	S&P 500	75	11.69%	1.60T	Sep 2010	BKTSX vs VOO
ACWX	iShares MSCI ACWI ex U.S. ETF	Foreign Large Cap Equities	62	15.52%	11.58B	Mar 2008	BKTSX vs ACWX
WAYFX	Waycross Focused Core Equity Fund	Large Cap Blend Equities	29	4.44%	—	Dec 2020	BKTSX vs WAYFX
SENCX	Touchstone Large Cap Focused Fund	Large Cap Blend Equities	39	5.51%	—	Jan 1934	BKTSX vs SENCX
AFIFX	American Funds Fundamental Investors Class F-1	Large Cap Blend Equities	77	15.10%	—	Mar 2001	BKTSX vs AFIFX
MIGYX	Invesco Main Street Fund Class Y	Large Cap Blend Equities	51	6.08%	—	Nov 1996	BKTSX vs MIGYX
WMLIX	Wilmington Large-Cap Strategy Fund	Large Cap Blend Equities	69	11.11%	—	Jul 2003	BKTSX vs WMLIX
HESGX	Horizon ESG Defensive Core Fund	Large Cap Blend Equities	63	9.34%	—	Dec 2019	BKTSX vs HESGX
MSOAX	MainStay WMC Enduring Capital Fund	Large Cap Blend Equities	1	-0.33%	—	Jun 1998	BKTSX vs MSOAX
MEQFX	AMG River Road Large Cap Value Select Fund	Large Cap Blend Equities	1	-4.79%	—	Aug 1992	BKTSX vs MEQFX
VSTIX	VALIC Company I Stock Index Fund	Large Cap Blend Equities	76	11.36%	—	Apr 1987	BKTSX vs VSTIX
SNXFX	Schwab 1000 Index Fund	Large Cap Blend Equities	70	11.62%	22.44B	Apr 1991	BKTSX vs SNXFX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	72	11.71%	2.20T	Nov 2000	BKTSX vs VTSAX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	Large Cap Blend Equities	90	20.77%	—	Feb 2004	BKTSX vs GTLOX
PIODX	Pioneer Fund	Large Cap Blend Equities	68	12.68%	—	Feb 1928	BKTSX vs PIODX
SCDGX	DWS Core Equity Fund	Large Cap Blend Equities	78	12.12%	—	May 1929	BKTSX vs SCDGX
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	Large Cap Growth Equities	91	24.52%	27.60B	Nov 2001	BKTSX vs VHCAX

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