BASMX vs. FGLGX
BASMX (iShares Total U.S. Stock Market Index Fund Investor A Shares) and FGLGX (Fidelity Series Large Cap Stock Fund) are both Large Cap Blend Equities funds. Over the past 10 years, BASMX returned 14.79%/yr vs 16.45%/yr for FGLGX. Their correlation of 0.92 suggests significant overlap in exposure. BASMX charges 0.33%/yr vs 0.00%/yr for FGLGX.
Performance
BASMX vs. FGLGX - Performance Comparison
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Returns By Period
In the year-to-date period, BASMX achieves a 11.60% return, which is significantly higher than FGLGX's 10.11% return. Over the past 10 years, BASMX has underperformed FGLGX with an annualized return of 14.79%, while FGLGX has yielded a comparatively higher 16.45% annualized return.
BASMX
- 1D
- 0.23%
- 1M
- 5.66%
- YTD
- 11.60%
- 6M
- 11.46%
- 1Y
- 28.31%
- 3Y*
- 21.93%
- 5Y*
- 12.79%
- 10Y*
- 14.79%
FGLGX
- 1D
- -0.24%
- 1M
- 3.30%
- YTD
- 10.11%
- 6M
- 12.09%
- 1Y
- 32.08%
- 3Y*
- 26.56%
- 5Y*
- 16.96%
- 10Y*
- 16.45%
BASMX vs. FGLGX - 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 | 11.60% | 16.81% | 23.46% | 25.63% | -19.32% | 25.26% | 20.37% | 30.71% | -5.57% | 20.65% |
FGLGX Fidelity Series Large Cap Stock Fund | 10.11% | 28.57% | 27.45% | 24.80% | -7.23% | 26.53% | 10.01% | 32.37% | -8.95% | 16.64% |
Correlation
The correlation between BASMX and FGLGX is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.94 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016 | 0.92 |
The correlation between BASMX and FGLGX has been stable across timeframes, ranging from 0.92 to 0.95 - a consistent structural relationship.
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Return for Risk
BASMX vs. FGLGX — Risk / Return Rank
BASMX
FGLGX
BASMX vs. FGLGX - 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 Fidelity Series Large Cap Stock Fund (FGLGX). 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 | FGLGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.28 | ||
| Sortino ratioReturn per unit of downside risk | -0.41 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.49 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.29 | 3.50 | -0.22 |
| Martin ratioReturn relative to average drawdown | 15.07 | 16.03 | -0.96 |
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 | FGLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.41 | 2.70 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 1.01 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.90 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.88 | -0.07 |
Drawdowns
BASMX vs. FGLGX - Drawdown Comparison
The maximum BASMX drawdown since its inception was -34.95%, roughly equal to the maximum FGLGX drawdown of -36.42%. Use the drawdown chart below to compare losses from any high point for BASMX and FGLGX.
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Drawdown Indicators
| BASMX | FGLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.95% | -36.42% | +1.47% |
Max Drawdown (1Y)Largest decline over 1 year | -8.92% | -9.43% | +0.51% |
Max Drawdown (3Y)Largest decline over 3 years | -19.32% | -18.75% | -0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -25.12% | -21.21% | -3.91% |
Max Drawdown (10Y)Largest decline over 10 years | -34.95% | -36.42% | +1.47% |
Current DrawdownCurrent decline from peak | 0.00% | -0.24% | +0.24% |
Average DrawdownAverage peak-to-trough decline | -4.59% | -3.78% | -0.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | 2.06% | -0.12% |
Volatility
BASMX vs. FGLGX - Volatility Comparison
iShares Total U.S. Stock Market Index Fund Investor A Shares (BASMX) and Fidelity Series Large Cap Stock Fund (FGLGX) have volatilities of 2.94% and 2.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BASMX | FGLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 2.89% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 9.15% | 9.34% | -0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.14% | 12.27% | -0.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.38% | 16.89% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.41% | 18.37% | +0.04% |
BASMX vs. FGLGX - Expense Ratio Comparison
BASMX has a 0.33% expense ratio, which is higher than FGLGX's 0.00% expense ratio.
Dividends
BASMX vs. FGLGX - Dividend Comparison
BASMX's dividend yield for the trailing twelve months is around 0.78%, less than FGLGX's 8.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BASMX iShares Total U.S. Stock Market Index Fund Investor A Shares | 0.78% | 0.86% | 0.99% | 1.19% | 1.33% | 1.33% | 1.20% | 1.90% | 2.18% | 1.93% | 1.37% | 0.00% |
FGLGX Fidelity Series Large Cap Stock Fund | 8.94% | 9.84% | 7.99% | 5.29% | 6.55% | 9.22% | 5.36% | 7.25% | 12.29% | 4.61% | 1.69% | 5.94% |
Frequently Asked Questions
With a correlation of 0.94, BASMX and FGLGX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
BASMX has higher volatility (2.94%) compared to FGLGX (2.89%). In terms of maximum drawdown, BASMX dropped -34.95% vs FGLGX's -36.42%.
FGLGX currently has the higher Sharpe Ratio (2.70 vs 2.41), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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