BRGKX Alternatives & Similar Mutual Funds

iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX) 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 BRGKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to BRGKX

BRGKX charges 0.06% annually. There are 28 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%	—	—	BRGKX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	BRGKX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	BRGKX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	BRGKX vs FLCPX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	0.02%	355.20B	Jul 1997	BRGKX vs VIIIX

Best Risk-Adjusted Alternatives to BRGKX

BRGKX has a PortfoliosLab risk / return rank of 61. There are 162 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	95	—	Mar 2021	BRGKX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	17.20B	Dec 2004	BRGKX vs VPCCX
POGSX	Pin Oak Equity	92	—	Aug 1992	BRGKX vs POGSX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	91	92.00B	Nov 2001	BRGKX vs VPMAX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	90	—	Feb 2004	BRGKX vs GTLOX

Top Performing BRGKX Alternatives (YTD)

BRGKX is at 11.21% YTD. There are 164 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	28.68%	17.20B	Dec 2004	BRGKX vs VPCCX
POGRX	PRIMECAP Odyssey Growth Fund	27.40%	—	Nov 2004	BRGKX vs POGRX
IGIAX	Integrity ESG Growth & Income Fund	26.40%	—	Jan 1995	BRGKX vs IGIAX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	25.12%	92.00B	Nov 2001	BRGKX vs VPMAX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	24.23%	—	Dec 2015	BRGKX vs RESGX

Lowest Volatility Alternatives to BRGKX

BRGKX has 12.60% 1-year volatility. There are 171 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	BRGKX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.28%	—	Jun 2013	BRGKX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.26%	—	Jul 2012	BRGKX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.28%	—	Jul 2012	BRGKX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.70%	—	Aug 2018	BRGKX vs JEPIX

Lowest Drawdown Alternatives to BRGKX

BRGKX has a 1-year max drawdown of -8.85%. 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	BRGKX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	BRGKX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	BRGKX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	BRGKX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	BRGKX vs QUERX

Other Mutual Funds from iShares

The 10 most viewed iShares mutual funds shown here include BTMKX, BSPIX, BKTSX 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	36	10.53%	—	Apr 2011	BRGKX vs BTMKX
BSPIX	iShares S&P 500 Index Fund Institutional Class	S&P 500	64	11.29%	—	Apr 1993	BRGKX vs BSPIX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	63	11.66%	—	Aug 2015	BRGKX vs BKTSX
BSPGX	iShares S&P 500 Index Fund Class G	S&P 500	65	11.34%	—	Jul 2019	BRGKX vs BSPGX
BDOKX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities	57	14.16%	—	Jun 2011	BRGKX vs BDOKX
BSPPX	iShares S&P 500 Index Fund Investor P Shares	S&P 500	63	11.14%	—	Aug 2018	BRGKX vs BSPPX
BKIPX	iShares Short-Term TIPS Bond Index Fund Class K	Inflation-Protected Bonds	67	1.52%	—	Feb 2016	BRGKX vs BKIPX
BDBKX	iShares Russell 2000 Small-Cap Index Fund Class K	Small Cap Blend Equities	65	20.64%	—	Apr 2011	BRGKX vs BDBKX
MDIIX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	35	10.36%	—	Apr 1997	BRGKX vs MDIIX
BDOAX	iShares MSCI Total International Index Fund Class ...	International Equity	55	13.93%	—	Jun 2011	BRGKX vs BDOAX

Often Compared With BRGKX

Investors most often compare BRGKX with BASMX, VVIAX, FGJEX. 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	61	11.50%	—	Aug 2015	BRGKX vs BASMX
VVIAX	Vanguard Value Index Fund Admiral Shares	Large Cap Value Equities	89	15.97%	245.00B	Nov 2000	BRGKX vs VVIAX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	58	9.88%	—	Mar 2025	BRGKX vs FGJEX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	85	21.84%	—	Dec 2011	BRGKX vs DHAMX
FGLGX	Fidelity Series Large Cap Stock Fund	Large Cap Blend Equities	77	11.99%	—	Dec 2012	BRGKX vs FGLGX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	65	11.34%	—	Sep 2014	BRGKX vs SSSYX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	64	11.34%	—	Aug 2014	BRGKX vs SSEYX
YFSIX	AMG Yacktman Global Fund	Large Cap Blend Equities	19	22.44%	—	Jan 2017	BRGKX vs YFSIX
FNSTX	Fidelity Infrastructure Fund	Large Cap Blend Equities	44	9.78%	—	Nov 2019	BRGKX vs FNSTX
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	29	8.33%	—	Nov 1988	BRGKX vs MUHLX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	54	9.13%	—	Sep 2022	BRGKX vs FEQHX
GQEIX	GQG Partners US Select Quality Equity Fund	Large Cap Blend Equities	8	5.98%	—	Sep 2018	BRGKX vs GQEIX
POSKX	PrimeCap Odyssey Stock Fund	Large Cap Blend Equities	87	22.82%	—	Nov 2004	BRGKX vs POSKX
SGOIX	First Eagle Overseas Fund Class I	Large Cap Blend Equities, Foreign Large Cap Equities	61	8.37%	—	—	BRGKX vs SGOIX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	Large Cap Blend Equities	58	11.87%	—	Jan 1990	BRGKX vs PAGRX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	65	11.83%	35.20B	May 2001	BRGKX vs VITPX
TANDX	Castle Tandem Fund	Large Cap Blend Equities	0	-10.08%	—	Mar 2019	BRGKX vs TANDX
DFIEX	DFA International Core Equity 2 Portfolio Institut...	Foreign Large Cap Equities, Large Cap Blend Equities	48	10.41%	41.84B	Sep 2005	BRGKX vs DFIEX
NWAUX	Nationwide GQG US Quality Equity Fund	Large Cap Blend Equities	7	5.60%	—	Jan 2021	BRGKX vs NWAUX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	Large Cap Blend Equities	87	22.24%	—	Dec 2018	BRGKX vs FTZIX

Compare BRGKX with Any Fund or Stock

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

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Diversifiers

Pair BRGKX with funds that move differently

iShares Russell 1000 Large-Cap Index Fund Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BRGKX.

Explore BRGKX Diversifiers

iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX) Alternatives