BKTSX vs. AFIFX
BKTSX (iShares Total U.S. Stock Market Index Fund Class K) and AFIFX (American Funds Fundamental Investors Class F-1) are both Large Cap Blend Equities funds. BKTSX is passively managed, while AFIFX is actively managed. Over the past 10 years, BKTSX returned 15.16%/yr vs 14.92%/yr for AFIFX. With a 0.96 correlation, they move nearly in lockstep. BKTSX charges 0.02%/yr vs 0.64%/yr for AFIFX.
Performance
BKTSX vs. AFIFX - Performance Comparison
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Returns By Period
In the year-to-date period, BKTSX achieves a 8.63% return, which is significantly lower than AFIFX's 12.25% return. Both investments have delivered pretty close results over the past 10 years, with BKTSX having a 15.16% annualized return and AFIFX not far behind at 14.92%.
BKTSX
- 1D
- 0.00%
- 1M
- -1.55%
- YTD
- 8.63%
- 6M
- 7.18%
- 1Y
- 22.62%
- 3Y*
- 20.59%
- 5Y*
- 11.93%
- 10Y*
- 15.16%
AFIFX
- 1D
- 0.02%
- 1M
- -0.87%
- YTD
- 12.25%
- 6M
- 11.50%
- 1Y
- 27.38%
- 3Y*
- 24.46%
- 5Y*
- 13.96%
- 10Y*
- 14.92%
BKTSX vs. AFIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BKTSX iShares Total U.S. Stock Market Index Fund Class K | 8.63% | 17.15% | 23.83% | 26.02% | -19.05% | 25.56% | 20.82% | 31.12% | -5.37% | 21.02% |
AFIFX American Funds Fundamental Investors Class F-1 | 12.25% | 24.12% | 22.68% | 25.78% | -16.69% | 22.36% | 14.85% | 27.00% | -8.19% | 22.70% |
Correlation
The correlation between BKTSX and AFIFX is 0.94, 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 | 0.94 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.96 |
The correlation between BKTSX and AFIFX has been stable across timeframes, ranging from 0.94 to 0.96 - a consistent structural relationship.
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Return for Risk
BKTSX vs. AFIFX — Risk / Return Rank
BKTSX
AFIFX
BKTSX vs. AFIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Total U.S. Stock Market Index Fund Class K (BKTSX) and American Funds Fundamental Investors Class F-1 (AFIFX). 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.
| BKTSX | AFIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.10 | ||
| Sortino ratioReturn per unit of downside risk | -0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.34 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.54 | 2.56 | -0.02 |
| Martin ratioReturn relative to average drawdown | 11.26 | 11.46 | -0.21 |
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Drawdowns
BKTSX vs. AFIFX - Drawdown Comparison
The maximum BKTSX drawdown since its inception was -34.97%, smaller than the maximum AFIFX drawdown of -53.25%. Use the drawdown chart below to compare losses from any high point for BKTSX and AFIFX.
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Drawdown Indicators
| BKTSX | AFIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.97% | -53.25% | +18.28% |
Max Drawdown (1Y)Largest decline over 1 year | -8.87% | -10.67% | +1.80% |
Max Drawdown (3Y)Largest decline over 3 years | -19.29% | -17.99% | -1.30% |
Max Drawdown (5Y)Largest decline over 5 years | -24.98% | -25.11% | +0.13% |
Max Drawdown (10Y)Largest decline over 10 years | -34.97% | -33.92% | -1.05% |
Current DrawdownCurrent decline from peak | -2.77% | -2.47% | -0.30% |
Average DrawdownAverage peak-to-trough decline | -4.51% | -7.36% | +2.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 2.38% | -0.38% |
Volatility
BKTSX vs. AFIFX - Volatility Comparison
The current volatility for iShares Total U.S. Stock Market Index Fund Class K (BKTSX) is 4.87%, while American Funds Fundamental Investors Class F-1 (AFIFX) has a volatility of 5.88%. This indicates that BKTSX experiences smaller price fluctuations and is considered to be less risky than AFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BKTSX | AFIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.87% | 5.88% | -1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 10.01% | 11.78% | -1.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.79% | 14.72% | -1.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.46% | 16.95% | +0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.42% | 17.75% | +0.67% |
BKTSX vs. AFIFX - Expense Ratio Comparison
BKTSX has a 0.02% expense ratio, which is lower than AFIFX's 0.64% expense ratio.
Dividends
BKTSX vs. AFIFX - Dividend Comparison
BKTSX's dividend yield for the trailing twelve months is around 1.07%, less than AFIFX's 7.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFIFX American Funds Fundamental Investors Class F-1 | 7.36% | 8.48% | 8.84% | 5.76% | 4.92% | 10.91% | 2.57% | 6.86% | 9.21% | 7.21% | 4.65% | 6.01% |
BKTSX iShares Total U.S. Stock Market Index Fund Class K | 1.07% | 1.14% | 1.27% | 1.46% | 1.64% | 1.58% | 1.51% | 2.15% | 2.49% | 2.17% | 1.54% | 0.00% |
Frequently Asked Questions
With a correlation of 0.94, BKTSX and AFIFX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
AFIFX has higher volatility (5.88%) compared to BKTSX (4.87%). In terms of maximum drawdown, BKTSX dropped -34.97% vs AFIFX's -53.25%.
AFIFX currently has the higher Sharpe Ratio (1.86 vs 1.77), 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.
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