BITSX vs. FSKAX
Compare and contrast key facts about iShares Total U.S. Stock Market Index Fund (BITSX) and Fidelity Total Market Index Fund (FSKAX).
BITSX is managed by Blackrock. It was launched on Aug 13, 2015. FSKAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BITSX or FSKAX.
Correlation
The correlation between BITSX and FSKAX is 1.00, 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.
Performance
BITSX vs. FSKAX - Performance Comparison
Key characteristics
BITSX:
1.65
FSKAX:
1.64
BITSX:
2.24
FSKAX:
2.23
BITSX:
1.30
FSKAX:
1.30
BITSX:
2.54
FSKAX:
2.52
BITSX:
10.04
FSKAX:
9.94
BITSX:
2.16%
FSKAX:
2.18%
BITSX:
13.13%
FSKAX:
13.20%
BITSX:
-34.97%
FSKAX:
-35.01%
BITSX:
-2.38%
FSKAX:
-2.39%
Returns By Period
The year-to-date returns for both stocks are quite close, with BITSX having a 2.20% return and FSKAX slightly lower at 2.15%.
BITSX
2.20%
-1.54%
7.28%
19.18%
13.42%
N/A
FSKAX
2.15%
-1.58%
7.35%
19.22%
13.50%
12.12%
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BITSX vs. FSKAX - Expense Ratio Comparison
BITSX has a 0.08% expense ratio, which is higher than FSKAX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
BITSX vs. FSKAX — Risk-Adjusted Performance Rank
BITSX
FSKAX
BITSX vs. FSKAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Total U.S. Stock Market Index Fund (BITSX) and Fidelity Total Market Index Fund (FSKAX). 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.
Dividends
BITSX vs. FSKAX - Dividend Comparison
BITSX's dividend yield for the trailing twelve months is around 1.21%, more than FSKAX's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BITSX iShares Total U.S. Stock Market Index Fund | 1.21% | 1.24% | 1.42% | 1.59% | 1.07% | 1.40% | 1.82% | 1.99% | 1.70% | 1.39% | 0.74% | 0.00% |
FSKAX Fidelity Total Market Index Fund | 1.16% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.80% | 2.06% | 1.66% | 1.82% | 1.96% | 1.63% |
Drawdowns
BITSX vs. FSKAX - Drawdown Comparison
The maximum BITSX drawdown since its inception was -34.97%, roughly equal to the maximum FSKAX drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for BITSX and FSKAX. For additional features, visit the drawdowns tool.
Volatility
BITSX vs. FSKAX - Volatility Comparison
iShares Total U.S. Stock Market Index Fund (BITSX) and Fidelity Total Market Index Fund (FSKAX) have volatilities of 3.53% and 3.55%, 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.