BRGKX vs. BKIPX
BRGKX (iShares Russell 1000 Large-Cap Index Fund Class K) and BKIPX (iShares Short-Term TIPS Bond Index Fund Class K) are both mutual funds - BRGKX is a Large Cap Blend Equities fund tracking the Russell 1000 Index, while BKIPX is a Inflation-Protected Bonds fund tracking the Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index. Both are passively managed. Over the past 5 years, BRGKX returned 12.72%/yr vs 2.69%/yr for BKIPX. At a 0.07 correlation, their price movements are largely independent. Both charge a 0.06% expense ratio.
Performance
BRGKX vs. BKIPX - Performance Comparison
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Returns By Period
In the year-to-date period, BRGKX achieves a 9.55% return, which is significantly higher than BKIPX's 0.64% return.
BRGKX
- 1D
- -0.38%
- 1M
- 0.28%
- YTD
- 9.55%
- 6M
- 8.48%
- 1Y
- 24.74%
- 3Y*
- 21.13%
- 5Y*
- 12.72%
- 10Y*
- 15.38%
BKIPX
- 1D
- -0.21%
- 1M
- 0.01%
- YTD
- 0.64%
- 6M
- 1.01%
- 1Y
- 3.22%
- 3Y*
- 4.68%
- 5Y*
- 2.69%
- 10Y*
- —
BRGKX vs. BKIPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRGKX iShares Russell 1000 Large-Cap Index Fund Class K | 9.55% | 17.28% | 24.44% | 26.49% | -19.13% | 26.24% | 20.85% | 31.30% | -4.86% | 21.18% |
BKIPX iShares Short-Term TIPS Bond Index Fund Class K | 0.64% | 6.08% | 4.77% | 3.37% | -4.18% | 5.21% | 4.86% | 4.90% | 0.61% | 0.90% |
Correlation
The correlation between BRGKX and BKIPX is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.07 |
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Return for Risk
BRGKX vs. BKIPX — Risk / Return Rank
BRGKX
BKIPX
BRGKX vs. BKIPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX) and iShares Short-Term TIPS Bond Index Fund Class K (BKIPX). 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.
| BRGKX | BKIPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.68 | ||
| Sortino ratioReturn per unit of downside risk | +0.21 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.33 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.94 | 2.42 | +0.52 |
| Martin ratioReturn relative to average drawdown | 13.17 | 9.92 | +3.26 |
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Drawdowns
BRGKX vs. BKIPX - Drawdown Comparison
The maximum BRGKX drawdown since its inception was -34.58%, which is greater than BKIPX's maximum drawdown of -6.42%. Use the drawdown chart below to compare losses from any high point for BRGKX and BKIPX.
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Drawdown Indicators
| BRGKX | BKIPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.58% | -6.42% | -28.16% |
Max Drawdown (1Y)Largest decline over 1 year | -8.85% | -1.34% | -7.51% |
Max Drawdown (3Y)Largest decline over 3 years | -19.15% | -1.34% | -17.81% |
Max Drawdown (5Y)Largest decline over 5 years | -25.13% | -6.42% | -18.71% |
Max Drawdown (10Y)Largest decline over 10 years | -34.58% | — | — |
Current DrawdownCurrent decline from peak | -1.67% | -1.34% | -0.33% |
Average DrawdownAverage peak-to-trough decline | -4.04% | -1.06% | -2.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 0.33% | +1.64% |
Volatility
BRGKX vs. BKIPX - Volatility Comparison
iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX) has a higher volatility of 4.68% compared to iShares Short-Term TIPS Bond Index Fund Class K (BKIPX) at 1.31%. This indicates that BRGKX's price experiences larger fluctuations and is considered to be riskier than BKIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRGKX | BKIPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 1.31% | +3.37% |
Volatility (6M)Calculated over the trailing 6-month period | 9.88% | 1.82% | +8.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.59% | 2.34% | +10.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.27% | 3.12% | +14.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.27% | 2.64% | +15.63% |
BRGKX vs. BKIPX - Expense Ratio Comparison
Both BRGKX and BKIPX 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%.
Dividends
BRGKX vs. BKIPX - Dividend Comparison
BRGKX's dividend yield for the trailing twelve months is around 2.54%, less than BKIPX's 4.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKIPX iShares Short-Term TIPS Bond Index Fund Class K | 4.69% | 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 | 2.54% | 2.77% | 1.38% | 1.49% | 1.82% | 1.88% | 1.51% | 2.82% | 2.46% | 2.31% | 3.94% | 4.86% |
Frequently Asked Questions
BRGKX and BKIPX have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRGKX has higher volatility (4.68%) compared to BKIPX (1.31%). In terms of maximum drawdown, BRGKX dropped -34.58% vs BKIPX's -6.42%.
BRGKX currently has the higher Sharpe Ratio (2.07 vs 1.39), 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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