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 27 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 | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | BRGKX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | BRGKX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | BRGKX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | BRGKX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | BRGKX vs SSSYX |
Best Risk-Adjusted Alternatives to BRGKX
BRGKX has a PortfoliosLab risk / return rank of 70. There are 157 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | BRGKX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | BRGKX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | BRGKX vs POSKX | |
| AQR Large Cap Multi-Style Fund | 91 | — | Mar 2013 | BRGKX vs QCELX | |
| Centre American Select Equity Fund | 90 | — | Dec 2011 | BRGKX vs DHAMX |
Top Performing BRGKX Alternatives (YTD)
BRGKX is at 11.19% YTD. There are 161 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.30% | 15.30B | Dec 2004 | BRGKX vs VPCCX | |
| AMG Yacktman Global Fund | 28.24% | — | Jan 2017 | BRGKX vs YFSIX | |
| Integrity ESG Growth & Income Fund | 25.25% | — | Jan 1995 | BRGKX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.01% | 82.00B | Nov 2001 | BRGKX vs VPMAX | |
| Archer Multi Cap Fund | 24.45% | — | Dec 2019 | BRGKX vs ALSMX |
Lowest Volatility Alternatives to BRGKX
BRGKX has 11.99% 1-year volatility. There are 169 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | BRGKX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | BRGKX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.92% | — | Jul 2012 | BRGKX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 7.93% | — | Jul 2012 | BRGKX vs AUEIX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | BRGKX vs FULVX |
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 -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | BRGKX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | BRGKX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | BRGKX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | BRGKX vs AUEIX | |
| 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, BSPGX and span 6 categories.
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.
Compare BRGKX with Any Fund or Stock
Compare BRGKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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