BKTSX vs. VITPX
BKTSX (iShares Total U.S. Stock Market Index Fund Class K) and VITPX (Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares) are both Large Cap Blend Equities funds. Over the past 10 years, BKTSX returned 14.50%/yr vs 14.54%/yr for VITPX. Their 0.99 correlation means they have historically moved very closely together. Both charge a 0.02% expense ratio.
Performance
BKTSX vs. VITPX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with BKTSX having a 9.74% return and VITPX slightly higher at 9.88%. Both investments have delivered pretty close results over the past 10 years, with BKTSX having a 14.50% annualized return and VITPX not far ahead at 14.54%.
BKTSX
- 1D
- 1.62%
- 1M
- -0.77%
- 6M
- 8.04%
- YTD
- 9.74%
- 1Y
- 20.92%
- 3Y*
- 18.58%
- 5Y*
- 11.73%
- 10Y*
- 14.50%
- ALL TIME*
- 14.67%
VITPX
- 1D
- 1.63%
- 1M
- -0.78%
- 6M
- 8.17%
- YTD
- 9.88%
- 1Y
- 21.14%
- 3Y*
- 19.14%
- 5Y*
- 11.94%
- 10Y*
- 14.54%
- ALL TIME*
- 9.60%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
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 | 9.74% | 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 | 9.88% | 17.17% | 25.43% | 26.01% | -19.48% | 25.76% | 20.95% | 30.87% | -5.59% | 20.51% |
Correlation
The correlation between BKTSX and VITPX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 1.00 |
Correlation (3Y) Balances recent behavior with more history. | 0.99 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.99 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.99 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.99 |
The correlation between BKTSX and VITPX has been stable across timeframes, ranging from 0.99 to 1.00 - a consistent structural relationship.
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Return for Risk
BKTSX vs. VITPX — Risk / Return Rank
BKTSX
VITPX
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.
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 | VITPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.26 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.09 | 2.11 | -0.01 |
| Martin ratioReturn relative to average drawdown | 9.05 | 9.11 | -0.05 |
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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.
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Drawdown Indicators
| BKTSX | VITPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.97% | -55.28% | +20.31% |
Max Drawdown (1Y)Largest decline over 1 year | -8.87% | -8.92% | +0.05% |
Max Drawdown (3Y)Largest decline over 3 years | -19.29% | -19.35% | +0.06% |
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 DrawdownCurrent decline from peak | -1.78% | -1.88% | +0.10% |
Average DrawdownAverage peak-to-trough decline | -4.48% | -7.98% | +3.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.06% | -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 3.40% and 3.41%, 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.
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Volatility by Period
| BKTSX | VITPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.40% | 3.41% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 10.20% | 10.27% | -0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.05% | 13.13% | -0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.47% | 17.46% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.41% | 18.41% | 0.00% |
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%.
Dividends
BKTSX vs. VITPX - Dividend Comparison
BKTSX's dividend yield for the trailing twelve months is around 1.08%, less than VITPX's 2.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKTSX iShares Total U.S. Stock Market Index Fund Class K | 1.08% | 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 | 2.33% | 2.64% | 4.14% | 2.41% | 6.48% | 5.38% | 11.57% | 2.91% | 3.93% | 1.90% | 2.80% | 2.30% |
Frequently Asked Questions
With a correlation of 1.00, BKTSX and VITPX 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.
VITPX has higher volatility (3.41%) compared to BKTSX (3.40%). In terms of maximum drawdown, BKTSX dropped -34.97% vs VITPX's -55.28%.
VITPX currently has the higher Sharpe Ratio (1.43 vs 1.42), 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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