BRGKX vs. FSKAX
Compare and contrast key facts about iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX) and Fidelity Total Market Index Fund (FSKAX).
BRGKX is a passively managed fund by iShares that tracks the performance of the Russell 1000 Index. It was launched on Mar 31, 2011. FSKAX is managed by Fidelity.
Performance
BRGKX vs. FSKAX - Performance Comparison
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BRGKX vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | 21.18% |
FSKAX Fidelity Total Market Index Fund | -3.98% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Returns By Period
In the year-to-date period, BRGKX achieves a -4.45% return, which is significantly lower than FSKAX's -3.98% return. Both investments have delivered pretty close results over the past 10 years, with BRGKX having a 13.68% annualized return and FSKAX not far behind at 13.56%.
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%
FSKAX
- 1D
- 2.99%
- 1M
- -5.06%
- YTD
- -3.98%
- 6M
- -2.04%
- 1Y
- 17.68%
- 3Y*
- 17.87%
- 5Y*
- 10.50%
- 10Y*
- 13.56%
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BRGKX vs. FSKAX - Expense Ratio Comparison
BRGKX has a 0.06% expense ratio, which is higher than FSKAX's 0.02% 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%.
Return for Risk
BRGKX vs. FSKAX — Risk / Return Rank
BRGKX
FSKAX
BRGKX vs. FSKAX - 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 Total Market Index Fund (FSKAX). 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.
| BRGKX | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.98 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.49 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.50 | -0.05 |
Martin ratioReturn relative to average drawdown | 7.01 | 7.20 | -0.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BRGKX | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.98 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.61 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.74 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.79 | -0.06 |
Correlation
The correlation between BRGKX and FSKAX 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
BRGKX vs. FSKAX - Dividend Comparison
BRGKX's dividend yield for the trailing twelve months is around 2.62%, more than FSKAX's 1.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FSKAX Fidelity Total Market Index Fund | 1.06% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
BRGKX vs. FSKAX - Drawdown Comparison
The maximum BRGKX drawdown since its inception was -34.58%, roughly equal to the maximum FSKAX drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for BRGKX and FSKAX.
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Drawdown Indicators
| BRGKX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.58% | -35.01% | +0.43% |
Max Drawdown (1Y)Largest decline over 1 year | -12.30% | -12.42% | +0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -25.13% | -25.39% | +0.26% |
Max Drawdown (10Y)Largest decline over 10 years | -34.58% | -35.01% | +0.43% |
Current DrawdownCurrent decline from peak | -6.44% | -6.20% | -0.24% |
Average DrawdownAverage peak-to-trough decline | -4.09% | -4.05% | -0.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 2.60% | -0.04% |
Volatility
BRGKX vs. FSKAX - Volatility Comparison
The current volatility for iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX) is 5.23%, while Fidelity Total Market Index Fund (FSKAX) has a volatility of 5.52%. This indicates that BRGKX experiences smaller price fluctuations and is considered to be less risky than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRGKX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 5.52% | -0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 9.85% | -0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.41% | 18.69% | -0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.18% | 17.42% | -0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.20% | 18.44% | -0.24% |