BASMX vs. FLCKX
BASMX (iShares Total U.S. Stock Market Index Fund Investor A Shares) and FLCKX (Fidelity Leveraged Company Stock Fund Class K) are both Large Cap Blend Equities funds. Over the past 10 years, BASMX returned 14.96%/yr vs 16.64%/yr for FLCKX. Their correlation of 0.92 suggests significant overlap in exposure. BASMX charges 0.33%/yr vs 0.65%/yr for FLCKX.
Performance
BASMX vs. FLCKX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BASMX achieves a 9.92% return, which is significantly lower than FLCKX's 27.04% return. Over the past 10 years, BASMX has underperformed FLCKX with an annualized return of 14.96%, while FLCKX has yielded a comparatively higher 16.64% annualized return.
BASMX
- 1D
- -0.32%
- 1M
- 0.44%
- YTD
- 9.92%
- 6M
- 8.79%
- 1Y
- 25.13%
- 3Y*
- 20.74%
- 5Y*
- 12.12%
- 10Y*
- 14.96%
FLCKX
- 1D
- 1.44%
- 1M
- 9.27%
- YTD
- 27.04%
- 6M
- 25.37%
- 1Y
- 44.85%
- 3Y*
- 29.90%
- 5Y*
- 15.42%
- 10Y*
- 16.64%
BASMX vs. FLCKX - 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 | 9.92% | 16.81% | 23.46% | 25.63% | -19.32% | 25.26% | 20.37% | 30.71% | -5.57% | 20.65% |
FLCKX Fidelity Leveraged Company Stock Fund Class K | 27.04% | 20.45% | 27.06% | 26.21% | -22.91% | 26.19% | 26.85% | 35.76% | -16.34% | 20.95% |
Correlation
The correlation between BASMX and FLCKX is 0.87, 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 | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.92 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.92 |
The correlation between BASMX and FLCKX has been stable across timeframes, ranging from 0.87 to 0.92 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BASMX vs. FLCKX — Risk / Return Rank
BASMX
FLCKX
BASMX vs. FLCKX - 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 Leveraged Company Stock Fund Class K (FLCKX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BASMX | FLCKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.36 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.97 | 3.59 | -0.63 |
| Martin ratioReturn relative to average drawdown | 13.21 | 13.05 | +0.16 |
Loading charts...
Drawdowns
BASMX vs. FLCKX - Drawdown Comparison
The maximum BASMX drawdown since its inception was -34.95%, smaller than the maximum FLCKX drawdown of -69.99%. Use the drawdown chart below to compare losses from any high point for BASMX and FLCKX.
Loading charts...
Drawdown Indicators
| BASMX | FLCKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.95% | -69.99% | +35.04% |
Max Drawdown (1Y)Largest decline over 1 year | -8.92% | -13.03% | +4.11% |
Max Drawdown (3Y)Largest decline over 3 years | -19.32% | -28.52% | +9.20% |
Max Drawdown (5Y)Largest decline over 5 years | -25.12% | -28.52% | +3.40% |
Max Drawdown (10Y)Largest decline over 10 years | -34.95% | -44.10% | +9.15% |
Current DrawdownCurrent decline from peak | -1.51% | 0.00% | -1.51% |
Average DrawdownAverage peak-to-trough decline | -4.58% | -12.39% | +7.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 3.57% | -1.57% |
Volatility
BASMX vs. FLCKX - Volatility Comparison
The current volatility for iShares Total U.S. Stock Market Index Fund Investor A Shares (BASMX) is 4.74%, while Fidelity Leveraged Company Stock Fund Class K (FLCKX) has a volatility of 9.06%. This indicates that BASMX experiences smaller price fluctuations and is considered to be less risky than FLCKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BASMX | FLCKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.74% | 9.06% | -4.32% |
Volatility (6M)Calculated over the trailing 6-month period | 10.00% | 18.28% | -8.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.77% | 22.29% | -9.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.47% | 23.09% | -5.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.45% | 23.52% | -5.07% |
BASMX vs. FLCKX - Expense Ratio Comparison
BASMX has a 0.33% expense ratio, which is lower than FLCKX's 0.65% expense ratio.
Dividends
BASMX vs. FLCKX - Dividend Comparison
BASMX's dividend yield for the trailing twelve months is around 0.79%, less than FLCKX's 3.69% 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 | 0.79% | 0.86% | 0.99% | 1.19% | 1.33% | 1.33% | 1.20% | 1.90% | 2.18% | 1.93% | 1.37% | 0.00% |
FLCKX Fidelity Leveraged Company Stock Fund Class K | 3.69% | 4.69% | 14.54% | 12.22% | 18.51% | 8.45% | 0.19% | 0.14% | 19.95% | 18.97% | 27.57% | 6.18% |
Frequently Asked Questions
BASMX and FLCKX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FLCKX has higher volatility (9.06%) compared to BASMX (4.74%). In terms of maximum drawdown, BASMX dropped -34.95% vs FLCKX's -69.99%.
FLCKX currently has the higher Sharpe Ratio (2.10 vs 2.08), 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.
Find the right allocation for BASMX and FLCKX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer