BRGKX vs. FGLGX
BRGKX (iShares Russell 1000 Large-Cap Index Fund Class K) and FGLGX (Fidelity Series Large Cap Stock Fund) are both Large Cap Blend Equities funds. BRGKX is passively managed, while FGLGX is actively managed. Over the past 10 years, BRGKX returned 14.59%/yr vs 16.28%/yr for FGLGX. Their correlation of 0.93 means they have usually moved in the same direction. BRGKX charges 0.06%/yr vs 0.00%/yr for FGLGX.
Performance
BRGKX vs. FGLGX - Performance Comparison
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Returns By Period
In the year-to-date period, BRGKX achieves a 9.25% return, which is significantly lower than FGLGX's 11.16% return. Over the past 10 years, BRGKX has underperformed FGLGX with an annualized return of 14.59%, while FGLGX has yielded a comparatively higher 16.28% annualized return.
BRGKX
- 1D
- 1.62%
- 1M
- -0.73%
- 6M
- 7.76%
- YTD
- 9.25%
- 1Y
- 20.10%
- 3Y*
- 18.68%
- 5Y*
- 11.93%
- 10Y*
- 14.59%
- ALL TIME*
- 13.44%
FGLGX
- 1D
- 1.85%
- 1M
- 0.00%
- 6M
- 7.61%
- YTD
- 11.16%
- 1Y
- 24.53%
- 3Y*
- 23.85%
- 5Y*
- 17.30%
- 10Y*
- 16.28%
- ALL TIME*
- 15.04%
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 |
BRGKX vs. FGLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRGKX iShares Russell 1000 Large-Cap Index Fund Class K | 9.25% | 17.28% | 24.44% | 26.49% | -19.13% | 26.24% | 20.85% | 31.30% | -4.86% | 21.18% |
FGLGX Fidelity Series Large Cap Stock Fund | 11.16% | 28.57% | 27.45% | 24.80% | -7.23% | 26.53% | 10.01% | 32.37% | -8.95% | 16.64% |
Correlation
The correlation between BRGKX and FGLGX is 0.94, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.94 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.93 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Dec 11, 2012 | 0.93 |
The correlation between BRGKX and FGLGX has been stable across timeframes, ranging from 0.91 to 0.94 - a consistent structural relationship.
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Return for Risk
BRGKX vs. FGLGX — Risk / Return Rank
BRGKX
FGLGX
BRGKX vs. FGLGX - 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 Fidelity Series Large Cap Stock Fund (FGLGX). 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 | FGLGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.33 | ||
| Sortino ratioReturn per unit of downside risk | -0.48 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.30 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.01 | 2.37 | -0.35 |
| Martin ratioReturn relative to average drawdown | 8.66 | 10.54 | -1.88 |
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Drawdowns
BRGKX vs. FGLGX - Drawdown Comparison
The maximum BRGKX drawdown since its inception was -34.58%, smaller than the maximum FGLGX drawdown of -36.42%. Use the drawdown chart below to compare losses from any high point for BRGKX and FGLGX.
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Drawdown Indicators
| BRGKX | FGLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.58% | -36.42% | +1.84% |
Max Drawdown (1Y)Largest decline over 1 year | -8.85% | -9.43% | +0.58% |
Max Drawdown (3Y)Largest decline over 3 years | -19.15% | -18.75% | -0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -25.13% | -21.21% | -3.92% |
Max Drawdown (10Y)Largest decline over 10 years | -34.58% | -36.42% | +1.84% |
Current DrawdownCurrent decline from peak | -1.93% | -1.03% | -0.90% |
Average DrawdownAverage peak-to-trough decline | -4.03% | -3.75% | -0.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | 2.12% | -0.06% |
Volatility
BRGKX vs. FGLGX - Volatility Comparison
iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX) and Fidelity Series Large Cap Stock Fund (FGLGX) have volatilities of 3.42% 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
| BRGKX | FGLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.42% | 3.41% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 10.12% | 10.07% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.92% | 13.02% | -0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.29% | 16.87% | +0.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.22% | 18.31% | -0.09% |
BRGKX vs. FGLGX - Expense Ratio Comparison
BRGKX has a 0.06% expense ratio, which is higher than FGLGX's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
BRGKX vs. FGLGX - Dividend Comparison
BRGKX's dividend yield for the trailing twelve months is around 2.10%, less than FGLGX's 8.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRGKX iShares Russell 1000 Large-Cap Index Fund Class K | 2.10% | 2.77% | 1.38% | 1.49% | 1.82% | 1.88% | 1.51% | 2.82% | 2.46% | 2.31% | 3.94% | 4.86% |
FGLGX Fidelity Series Large Cap Stock Fund | 8.85% | 9.84% | 7.99% | 5.29% | 6.55% | 9.22% | 5.36% | 7.25% | 12.29% | 4.61% | 1.69% | 5.94% |
Frequently Asked Questions
With a correlation of 0.94, BRGKX and FGLGX 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.
BRGKX has higher volatility (3.42%) compared to FGLGX (3.41%). In terms of maximum drawdown, BRGKX dropped -34.58% vs FGLGX's -36.42%.
FGLGX currently has the higher Sharpe Ratio (1.71 vs 1.38), 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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