BKIPX vs. BRGKX

Last updated Apr 2, 2026

Compare and contrast key facts about iShares Short-Term TIPS Bond Index Fund Class K (BKIPX) and iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX).

BKIPX is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index. It was launched on Feb 16, 2016. BRGKX is a passively managed fund by iShares that tracks the performance of the Russell 1000 Index. It was launched on Mar 31, 2011. Both BKIPX and BRGKX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

BKIPX vs. BRGKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Short-Term TIPS Bond Index Fund Class K (BKIPX) and iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX). The values are adjusted to include any dividend payments, if applicable.

BKIPX vs. BRGKX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BKIPX iShares Short-Term TIPS Bond Index Fund Class K	0.73%	6.08%	4.77%	3.37%	-4.18%	5.21%	4.86%	4.90%	0.61%	0.90%
BRGKX iShares Russell 1000 Large-Cap Index Fund Class K	-4.45%	17.28%	24.44%	26.49%	-19.13%	26.24%	20.85%	31.30%	-4.86%	20.14%

Returns By Period

In the year-to-date period, BKIPX achieves a 0.73% return, which is significantly higher than BRGKX's -4.45% return.

BKIPX

• 1D: 0.00%
• 1M: -0.10%
• YTD: 0.73%
• 6M: 0.95%
• 1Y: 3.68%
• 3Y*: 4.22%
• 5Y*: 2.90%
• 10Y*: —

BRGKX

• 1D: 2.64%
• 1M: -5.34%
• YTD: -4.45%
• 6M: -2.48%
• 1Y: 16.85%
• 3Y*: 17.97%
• 5Y*: 10.92%
• 10Y*: 13.68%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BKIPX vs. BRGKX - Expense Ratio Comparison

Both BKIPX and BRGKX have an expense ratio of 0.06%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

BKIPX

iShares Short-Term TIPS Bond Index Fund Class K

BRGKX

iShares Russell 1000 Large-Cap Index Fund Class K

Return for Risk

BKIPX vs. BRGKX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BKIPX

BKIPX Risk / Return Rank: 88
BKIPX Sharpe Ratio Rank: 79
BKIPX Sortino Ratio Rank: 88
BKIPX Omega Ratio Rank: 83
BKIPX Calmar Ratio Rank: 97
BKIPX Martin Ratio Rank: 92

BRGKX

BRGKX Risk / Return Rank: 46
BRGKX Sharpe Ratio Rank: 39
BRGKX Sortino Ratio Rank: 42
BRGKX Omega Ratio Rank: 45
BRGKX Calmar Ratio Rank: 46
BRGKX Martin Ratio Rank: 60

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BKIPX vs. BRGKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Short-Term TIPS Bond Index Fund Class K (BKIPX) and iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX). 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.

	BKIPX	BRGKX	Difference
Sharpe ratio Return per unit of total volatility	1.57	0.95	+0.62
Sortino ratio Return per unit of downside risk	2.55	1.45	+1.10
Omega ratio Gain probability vs. loss probability	1.36	1.22	+0.14
Calmar ratio Return relative to maximum drawdown	4.09	1.46	+2.63
Martin ratio Return relative to average drawdown	11.81	7.01	+4.81
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BKIPX vs. BRGKX - Sharpe Ratio Comparison

The current BKIPX Sharpe Ratio is 1.57, which is higher than the BRGKX Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of BKIPX and BRGKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BKIPX	BRGKX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.57	0.95	+0.62
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.95	0.64	+0.31
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.75	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.11	0.73	+0.38

Correlation

The correlation between BKIPX and BRGKX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

BKIPX vs. BRGKX - Dividend Comparison

BKIPX's dividend yield for the trailing twelve months is around 3.60%, more than BRGKX's 2.62% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BKIPX iShares Short-Term TIPS Bond Index Fund Class K	3.60%	4.68%	4.33%	2.77%	4.80%	4.41%	1.17%	2.54%	2.56%	1.90%	0.00%	0.00%
BRGKX iShares Russell 1000 Large-Cap Index Fund Class K	2.62%	2.77%	1.38%	1.49%	1.82%	1.88%	1.51%	2.82%	2.46%	2.31%	3.94%	4.86%

Drawdowns

BKIPX vs. BRGKX - Drawdown Comparison

The maximum BKIPX drawdown since its inception was -6.42%, smaller than the maximum BRGKX drawdown of -34.58%. Use the drawdown chart below to compare losses from any high point for BKIPX and BRGKX.

Drawdown Indicators

	BKIPX	BRGKX	Difference
Max Drawdown Largest peak-to-trough decline	-6.42%	-34.58%	+28.16%
Max Drawdown (1Y) Largest decline over 1 year	-1.12%	-12.30%	+11.18%
Max Drawdown (5Y) Largest decline over 5 years	-6.42%	-25.13%	+18.71%
Max Drawdown (10Y) Largest decline over 10 years	—	-34.58%	—
Current Drawdown Current decline from peak	-0.51%	-6.44%	+5.93%
Average Drawdown Average peak-to-trough decline	-1.08%	-4.09%	+3.01%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.39%	2.56%	-2.17%

Volatility

BKIPX vs. BRGKX - Volatility Comparison

The current volatility for iShares Short-Term TIPS Bond Index Fund Class K (BKIPX) is 0.65%, while iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX) has a volatility of 5.23%. This indicates that BKIPX experiences smaller price fluctuations and is considered to be less risky than BRGKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BKIPX	BRGKX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.65%	5.23%	-4.58%
Volatility (6M) Calculated over the trailing 6-month period	1.27%	9.54%	-8.27%
Volatility (1Y) Calculated over the trailing 1-year period	2.50%	18.41%	-15.91%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.08%	17.18%	-14.10%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.62%	18.20%	-15.58%