BITSX vs. ITOT
Compare and contrast key facts about iShares Total U.S. Stock Market Index Fund (BITSX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
BITSX is managed by Blackrock. It was launched on Aug 13, 2015. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BITSX or ITOT.
Correlation
The correlation between BITSX and ITOT is 0.99, 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. ITOT - Performance Comparison
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Key characteristics
BITSX:
0.59
ITOT:
0.67
BITSX:
1.07
ITOT:
1.13
BITSX:
1.16
ITOT:
1.17
BITSX:
0.70
ITOT:
0.74
BITSX:
2.62
ITOT:
2.79
BITSX:
5.14%
ITOT:
5.16%
BITSX:
19.74%
ITOT:
19.97%
BITSX:
-34.97%
ITOT:
-55.20%
BITSX:
-4.45%
ITOT:
-3.17%
Returns By Period
In the year-to-date period, BITSX achieves a 0.04% return, which is significantly lower than ITOT's 1.33% return.
BITSX
0.04%
12.02%
0.10%
11.83%
16.71%
N/A
ITOT
1.33%
13.38%
1.51%
13.32%
17.05%
12.24%
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BITSX vs. ITOT - Expense Ratio Comparison
BITSX has a 0.08% expense ratio, which is higher than ITOT's 0.03% 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. ITOT — Risk-Adjusted Performance Rank
BITSX
ITOT
BITSX vs. ITOT - 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 iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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.
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Dividends
BITSX vs. ITOT - Dividend Comparison
BITSX's dividend yield for the trailing twelve months is around 1.27%, more than ITOT's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BITSX iShares Total U.S. Stock Market Index Fund | 1.27% | 1.24% | 1.42% | 1.59% | 1.07% | 1.40% | 1.82% | 1.99% | 1.70% | 1.39% | 0.74% | 0.00% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.25% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% |
Drawdowns
BITSX vs. ITOT - Drawdown Comparison
The maximum BITSX drawdown since its inception was -34.97%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for BITSX and ITOT. For additional features, visit the drawdowns tool.
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Volatility
BITSX vs. ITOT - Volatility Comparison
iShares Total U.S. Stock Market Index Fund (BITSX) has a higher volatility of 6.19% compared to iShares Core S&P Total U.S. Stock Market ETF (ITOT) at 5.52%. This indicates that BITSX's price experiences larger fluctuations and is considered to be riskier than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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