BASMX vs. BKIPX
Compare and contrast key facts about iShares Total U.S. Stock Market Index Fund Investor A Shares (BASMX) and iShares Short-Term TIPS Bond Index Fund Class K (BKIPX).
BASMX is a passively managed fund by iShares that tracks the performance of the Russell 3000 Index. It was launched on Aug 13, 2015. BKIPX is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index. It was launched on Feb 16, 2016. Both BASMX and BKIPX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BASMX vs. BKIPX - Performance Comparison
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BASMX vs. BKIPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BASMX iShares Total U.S. Stock Market Index Fund Investor A Shares | -6.77% | 16.81% | 23.46% | 25.63% | -19.32% | 25.26% | 20.37% | 30.71% | -5.57% | 19.65% |
BKIPX iShares Short-Term TIPS Bond Index Fund Class K | 0.73% | 6.08% | 4.77% | 3.37% | -4.18% | 5.21% | 4.86% | 4.90% | 0.61% | 0.90% |
Returns By Period
In the year-to-date period, BASMX achieves a -6.77% return, which is significantly lower than BKIPX's 0.73% return.
BASMX
- 1D
- -0.45%
- 1M
- -7.72%
- YTD
- -6.77%
- 6M
- -4.59%
- 1Y
- 14.36%
- 3Y*
- 16.39%
- 5Y*
- 9.94%
- 10Y*
- 12.98%
BKIPX
- 1D
- 0.20%
- 1M
- -0.20%
- YTD
- 0.73%
- 6M
- 1.06%
- 1Y
- 3.68%
- 3Y*
- 4.22%
- 5Y*
- 2.90%
- 10Y*
- —
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BASMX vs. BKIPX - Expense Ratio Comparison
BASMX has a 0.33% expense ratio, which is higher than BKIPX's 0.06% expense ratio.
Return for Risk
BASMX vs. BKIPX — Risk / Return Rank
BASMX
BKIPX
BASMX vs. BKIPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Total U.S. Stock Market Index Fund Investor A Shares (BASMX) and iShares Short-Term TIPS Bond Index Fund Class K (BKIPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BASMX | BKIPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.84 | -1.03 |
Sortino ratioReturn per unit of downside risk | 1.27 | 3.16 | -1.90 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.44 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 4.28 | -3.27 |
Martin ratioReturn relative to average drawdown | 4.92 | 12.41 | -7.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BASMX | BKIPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.84 | -1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.95 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 1.11 | -0.40 |
Correlation
The correlation between BASMX and BKIPX is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BASMX vs. BKIPX - Dividend Comparison
BASMX's dividend yield for the trailing twelve months is around 0.92%, less than BKIPX's 3.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BASMX iShares Total U.S. Stock Market Index Fund Investor A Shares | 0.92% | 0.86% | 0.99% | 1.19% | 1.33% | 1.33% | 1.20% | 1.90% | 2.18% | 1.93% | 1.37% |
BKIPX iShares Short-Term TIPS Bond Index Fund Class K | 3.60% | 4.68% | 4.33% | 2.77% | 4.80% | 4.41% | 1.17% | 2.54% | 2.56% | 1.90% | 0.00% |
Drawdowns
BASMX vs. BKIPX - Drawdown Comparison
The maximum BASMX drawdown since its inception was -34.95%, which is greater than BKIPX's maximum drawdown of -6.42%. Use the drawdown chart below to compare losses from any high point for BASMX and BKIPX.
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Drawdown Indicators
| BASMX | BKIPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.95% | -6.42% | -28.53% |
Max Drawdown (1Y)Largest decline over 1 year | -12.39% | -1.12% | -11.27% |
Max Drawdown (5Y)Largest decline over 5 years | -25.12% | -6.42% | -18.70% |
Max Drawdown (10Y)Largest decline over 10 years | -34.95% | — | — |
Current DrawdownCurrent decline from peak | -8.92% | -0.51% | -8.41% |
Average DrawdownAverage peak-to-trough decline | -4.65% | -1.08% | -3.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 0.39% | +2.17% |
Volatility
BASMX vs. BKIPX - Volatility Comparison
iShares Total U.S. Stock Market Index Fund Investor A Shares (BASMX) has a higher volatility of 4.39% compared to iShares Short-Term TIPS Bond Index Fund Class K (BKIPX) at 0.66%. This indicates that BASMX's price experiences larger fluctuations and is considered to be riskier than BKIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BASMX | BKIPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 0.66% | +3.73% |
Volatility (6M)Calculated over the trailing 6-month period | 9.28% | 1.27% | +8.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.39% | 2.51% | +15.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.34% | 3.08% | +14.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.37% | 2.62% | +15.75% |