BITSX vs. AGTHX
Compare and contrast key facts about iShares Total U.S. Stock Market Index Fund (BITSX) and American Funds The Growth Fund of America Class A (AGTHX).
BITSX is managed by BlackRock. It was launched on Aug 13, 2015. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Performance
BITSX vs. AGTHX - Performance Comparison
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BITSX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BITSX iShares Total U.S. Stock Market Index Fund | -3.96% | 17.10% | 23.79% | 25.97% | -19.10% | 25.50% | 20.76% | 31.06% | -5.42% | 20.99% |
AGTHX American Funds The Growth Fund of America Class A | -8.07% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Returns By Period
In the year-to-date period, BITSX achieves a -3.96% return, which is significantly higher than AGTHX's -8.07% return. Over the past 10 years, BITSX has underperformed AGTHX with an annualized return of 13.59%, while AGTHX has yielded a comparatively higher 14.32% annualized return.
BITSX
- 1D
- 2.93%
- 1M
- -5.12%
- YTD
- -3.96%
- 6M
- -2.01%
- 1Y
- 17.54%
- 3Y*
- 17.84%
- 5Y*
- 10.57%
- 10Y*
- 13.59%
AGTHX
- 1D
- 3.56%
- 1M
- -6.34%
- YTD
- -8.07%
- 6M
- -7.16%
- 1Y
- 16.84%
- 3Y*
- 20.26%
- 5Y*
- 8.96%
- 10Y*
- 14.32%
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BITSX vs. AGTHX - Expense Ratio Comparison
BITSX has a 0.08% expense ratio, which is lower than AGTHX's 0.61% expense ratio.
Return for Risk
BITSX vs. AGTHX — Risk / Return Rank
BITSX
AGTHX
BITSX vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Total U.S. Stock Market Index Fund (BITSX) and American Funds The Growth Fund of America Class A (AGTHX). 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.
| BITSX | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.84 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.34 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 1.26 | +0.24 |
Martin ratioReturn relative to average drawdown | 7.20 | 4.78 | +2.42 |
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
| BITSX | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.84 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.45 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.73 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.68 | +0.06 |
Correlation
The correlation between BITSX and AGTHX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BITSX vs. AGTHX - Dividend Comparison
BITSX's dividend yield for the trailing twelve months is around 1.15%, less than AGTHX's 11.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BITSX iShares Total U.S. Stock Market Index Fund | 1.15% | 1.10% | 1.24% | 1.42% | 1.59% | 1.53% | 1.47% | 2.11% | 2.44% | 2.14% | 1.51% | 0.00% |
AGTHX American Funds The Growth Fund of America Class A | 11.63% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
Drawdowns
BITSX vs. AGTHX - Drawdown Comparison
The maximum BITSX drawdown since its inception was -34.97%, smaller than the maximum AGTHX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for BITSX and AGTHX.
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Drawdown Indicators
| BITSX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.97% | -51.91% | +16.94% |
Max Drawdown (1Y)Largest decline over 1 year | -12.36% | -13.76% | +1.40% |
Max Drawdown (5Y)Largest decline over 5 years | -25.00% | -36.38% | +11.38% |
Max Drawdown (10Y)Largest decline over 10 years | -34.97% | -36.38% | +1.41% |
Current DrawdownCurrent decline from peak | -6.20% | -10.70% | +4.50% |
Average DrawdownAverage peak-to-trough decline | -4.60% | -9.23% | +4.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 3.63% | -1.05% |
Volatility
BITSX vs. AGTHX - Volatility Comparison
The current volatility for iShares Total U.S. Stock Market Index Fund (BITSX) is 5.45%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 6.76%. This indicates that BITSX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BITSX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 6.76% | -1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.74% | 12.13% | -2.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.57% | 21.01% | -2.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.40% | 20.23% | -2.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.41% | 19.64% | -1.23% |