BKTSX vs. VITPX

Last updated Apr 2, 2026

Compare and contrast key facts about iShares Total U.S. Stock Market Index Fund Class K (BKTSX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX).

BKTSX is a passively managed fund by iShares that tracks the performance of the Russell 3000 Index. It was launched on Aug 13, 2015. VITPX is managed by Vanguard. It was launched on May 31, 2001.

Performance

BKTSX vs. VITPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Total U.S. Stock Market Index Fund Class K (BKTSX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX). The values are adjusted to include any dividend payments, if applicable.

BKTSX vs. VITPX - 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	-3.96%	17.15%	23.83%	26.02%	-19.05%	25.56%	20.82%	31.12%	-5.37%	21.02%
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares	-3.97%	17.17%	25.43%	26.01%	-19.48%	25.76%	20.95%	30.87%	-5.59%	20.51%

Returns By Period

The year-to-date returns for both stocks are quite close, with BKTSX having a -3.96% return and VITPX slightly lower at -3.97%. Both investments have delivered pretty close results over the past 10 years, with BKTSX having a 13.64% annualized return and VITPX not far ahead at 13.67%.

BKTSX

• 1D: 2.93%
• 1M: -5.12%
• YTD: -3.96%
• 6M: -1.99%
• 1Y: 17.59%
• 3Y*: 17.88%
• 5Y*: 10.62%
• 10Y*: 13.64%

VITPX

• 1D: 2.97%
• 1M: -5.09%
• YTD: -3.97%
• 6M: -1.95%
• 1Y: 17.76%
• 3Y*: 18.40%
• 5Y*: 10.81%
• 10Y*: 13.67%

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

BKTSX vs. VITPX - Expense Ratio Comparison

Both BKTSX and VITPX have an expense ratio of 0.02%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

BKTSX

iShares Total U.S. Stock Market Index Fund Class K

VITPX

Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares

Return for Risk

BKTSX vs. VITPX — Risk / Return Rank

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

BKTSX

BKTSX Risk / Return Rank: 49
BKTSX Sharpe Ratio Rank: 41
BKTSX Sortino Ratio Rank: 45
BKTSX Omega Ratio Rank: 47
BKTSX Calmar Ratio Rank: 49
BKTSX Martin Ratio Rank: 62

VITPX

VITPX Risk / Return Rank: 58
VITPX Sharpe Ratio Rank: 48
VITPX Sortino Ratio Rank: 53
VITPX Omega Ratio Rank: 55
VITPX Calmar Ratio Rank: 62
VITPX Martin Ratio Rank: 74

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.

BKTSX vs. VITPX - 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 Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX). 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.

	BKTSX	VITPX	Difference
Sharpe ratio Return per unit of total volatility	0.98	0.98	0.00
Sortino ratio Return per unit of downside risk	1.50	1.50	0.00
Omega ratio Gain probability vs. loss probability	1.23	1.23	0.00
Calmar ratio Return relative to maximum drawdown	1.50	1.51	-0.01
Martin ratio Return relative to average drawdown	7.22	7.25	-0.03
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BKTSX vs. VITPX - Sharpe Ratio Comparison

The current BKTSX Sharpe Ratio is 0.98, which is comparable to the VITPX Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of BKTSX and VITPX, 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

	BKTSX	VITPX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.98	0.98	0.00
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.61	0.63	-0.01
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.74	0.75	0.00
Sharpe Ratio (All Time) Calculated using the full available price history	0.75	0.47	+0.27

Correlation

The correlation between BKTSX and VITPX 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.

Dividends

BKTSX vs. VITPX - Dividend Comparison

BKTSX's dividend yield for the trailing twelve months is around 1.18%, less than VITPX's 2.61% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BKTSX iShares Total U.S. Stock Market Index Fund Class K	1.18%	1.14%	1.27%	1.46%	1.64%	1.58%	1.51%	2.15%	2.49%	2.17%	1.54%	0.00%
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares	2.61%	2.64%	4.14%	2.41%	6.48%	5.38%	11.57%	2.91%	3.93%	1.90%	2.80%	2.30%

Drawdowns

BKTSX vs. VITPX - Drawdown Comparison

The maximum BKTSX drawdown since its inception was -34.97%, smaller than the maximum VITPX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for BKTSX and VITPX.

Drawdown Indicators

	BKTSX	VITPX	Difference
Max Drawdown Largest peak-to-trough decline	-34.97%	-55.28%	+20.31%
Max Drawdown (1Y) Largest decline over 1 year	-12.36%	-12.41%	+0.05%
Max Drawdown (5Y) Largest decline over 5 years	-24.98%	-25.31%	+0.33%
Max Drawdown (10Y) Largest decline over 10 years	-34.97%	-34.99%	+0.02%
Current Drawdown Current decline from peak	-6.20%	-6.21%	+0.01%
Average Drawdown Average peak-to-trough decline	-4.59%	-8.07%	+3.48%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.58%	2.59%	-0.01%

Volatility

BKTSX vs. VITPX - Volatility Comparison

iShares Total U.S. Stock Market Index Fund Class K (BKTSX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) have volatilities of 5.45% and 5.49%, 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.

Volatility by Period

	BKTSX	VITPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.45%	5.49%	-0.04%
Volatility (6M) Calculated over the trailing 6-month period	9.72%	9.79%	-0.07%
Volatility (1Y) Calculated over the trailing 1-year period	18.56%	18.61%	-0.05%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.38%	17.37%	+0.01%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.40%	18.40%	0.00%