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BRGKX vs. BKIPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

BRGKX vs. BKIPX

Last updated Apr 2, 2026

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

BRGKX is a passively managed fund by iShares that tracks the performance of the Russell 1000 Index. It was launched on Mar 31, 2011. 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. Both BRGKX and BKIPX 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

BRGKX vs. BKIPX - Performance Comparison

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

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BRGKX vs. BKIPX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
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%
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%

Returns By Period

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

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%

BKIPX

1D
0.00%
1M
-0.10%
YTD
0.73%
6M
0.95%
1Y
3.68%
3Y*
4.22%
5Y*
2.90%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

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iShares Russell 1000 Large-Cap Index Fund Class K

iShares Short-Term TIPS Bond Index Fund Class K

Often compared with BRGKX:
BRGKX vs. BDOKXBRGKX vs. VVIAXBRGKX vs. BKTSXBRGKX vs. BDBKXBRGKX vs. BASMXBRGKX vs. FGJEXBRGKX vs. MDIIX
Often compared with BKIPX:
BKIPX vs. IPBAXBKIPX vs. SEIAXBKIPX vs. FSPWXBKIPX vs. FFNYXBKIPX vs. RRPAXBKIPX vs. VCTPXBKIPX vs. BDBKX

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%.

BRGKX
iShares Russell 1000 Large-Cap Index Fund Class K
BKIPX
iShares Short-Term TIPS Bond Index Fund Class K

Return for Risk

BRGKX vs. BKIPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BRGKX
BRGKX Risk / Return Rank: 4646
Overall Rank
BRGKX Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
BRGKX Sortino Ratio Rank: 4242
Sortino Ratio Rank
BRGKX Omega Ratio Rank: 4545
Omega Ratio Rank
BRGKX Calmar Ratio Rank: 4646
Calmar Ratio Rank
BRGKX Martin Ratio Rank: 6060
Martin Ratio Rank
BKIPX
BKIPX Risk / Return Rank: 8888
Overall Rank
BKIPX Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
BKIPX Sortino Ratio Rank: 8888
Sortino Ratio Rank
BKIPX Omega Ratio Rank: 8383
Omega Ratio Rank
BKIPX Calmar Ratio Rank: 9797
Calmar Ratio Rank
BKIPX Martin Ratio Rank: 9292
Martin Ratio Rank
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.

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.

BRGKXBKIPXDifference

Sharpe ratio

Return per unit of total volatility

0.95

1.57

-0.62

Sortino ratio

Return per unit of downside risk

1.45

2.55

-1.10

Omega ratio

Gain probability vs. loss probability

1.22

1.36

-0.14

Calmar ratio

Return relative to maximum drawdown

1.46

4.09

-2.63

Martin ratio

Return relative to average drawdown

7.01

11.81

-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.

BRGKX vs. BKIPX - Sharpe Ratio Comparison

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

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Sharpe Ratios by Period

BRGKXBKIPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.95

1.57

-0.62

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

0.95

-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

0.73

1.11

-0.38

Correlation

The correlation between BRGKX and BKIPX 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

BRGKX vs. BKIPX - Dividend Comparison

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

TTM20252024202320222021202020192018201720162015
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%
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%

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

BRGKXBKIPXDifference

Max Drawdown

Largest peak-to-trough decline

-34.58%

-6.42%

-28.16%

Max Drawdown (1Y)

Largest decline over 1 year

-12.30%

-1.12%

-11.18%

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 Drawdown

Current decline from peak

-6.44%

-0.51%

-5.93%

Average Drawdown

Average peak-to-trough decline

-4.09%

-1.08%

-3.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.56%

0.39%

+2.17%

Volatility

BRGKX vs. BKIPX - Volatility Comparison

iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX) has a higher volatility of 5.23% compared to iShares Short-Term TIPS Bond Index Fund Class K (BKIPX) at 0.65%. 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

BRGKXBKIPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.23%

0.65%

+4.58%

Volatility (6M)

Calculated over the trailing 6-month period

9.54%

1.27%

+8.27%

Volatility (1Y)

Calculated over the trailing 1-year period

18.41%

2.50%

+15.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.18%

3.08%

+14.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.20%

2.62%

+15.58%