BRGKX vs. VFFSX
Compare and contrast key facts about iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX) and Vanguard 500 Index Fund Institutional Select Shares (VFFSX).
BRGKX is a passively managed fund by iShares that tracks the performance of the Russell 1000 Index. It was launched on Mar 31, 2011. VFFSX is managed by Vanguard.
Performance
BRGKX vs. VFFSX - Performance Comparison
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BRGKX vs. VFFSX - 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% | 20.14% |
VFFSX Vanguard 500 Index Fund Institutional Select Shares | -4.34% | 17.87% | 25.00% | 26.28% | -18.14% | 29.24% | 18.35% | 31.88% | -4.42% | 20.80% |
Returns By Period
The year-to-date returns for both investments are quite close, with BRGKX having a -4.45% return and VFFSX slightly higher at -4.34%.
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%
VFFSX
- 1D
- 2.92%
- 1M
- -5.03%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.34%
- 3Y*
- 18.30%
- 5Y*
- 11.78%
- 10Y*
- —
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BRGKX vs. VFFSX - Expense Ratio Comparison
BRGKX has a 0.06% expense ratio, which is higher than VFFSX's 0.01% 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. VFFSX — Risk / Return Rank
BRGKX
VFFSX
BRGKX vs. VFFSX - 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 Vanguard 500 Index Fund Institutional Select Shares (VFFSX). 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 | VFFSX | 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 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.52 | -0.06 |
Martin ratioReturn relative to average drawdown | 7.01 | 7.31 | -0.30 |
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 | VFFSX | 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 | 0.70 | -0.06 |
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 | 0.77 | -0.03 |
Correlation
The correlation between BRGKX and VFFSX 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. VFFSX - Dividend Comparison
BRGKX's dividend yield for the trailing twelve months is around 2.62%, more than VFFSX's 1.21% 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% |
VFFSX Vanguard 500 Index Fund Institutional Select Shares | 1.21% | 1.14% | 1.24% | 1.46% | 1.70% | 1.61% | 1.56% | 2.15% | 2.09% | 1.81% | 0.00% | 0.00% |
Drawdowns
BRGKX vs. VFFSX - Drawdown Comparison
The maximum BRGKX drawdown since its inception was -34.58%, roughly equal to the maximum VFFSX drawdown of -33.82%. Use the drawdown chart below to compare losses from any high point for BRGKX and VFFSX.
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Drawdown Indicators
| BRGKX | VFFSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.58% | -33.82% | -0.76% |
Max Drawdown (1Y)Largest decline over 1 year | -12.30% | -12.12% | -0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -25.13% | -24.51% | -0.62% |
Max Drawdown (10Y)Largest decline over 10 years | -34.58% | — | — |
Current DrawdownCurrent decline from peak | -6.44% | -6.24% | -0.20% |
Average DrawdownAverage peak-to-trough decline | -4.09% | -4.57% | +0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 2.52% | +0.04% |
Volatility
BRGKX vs. VFFSX - Volatility Comparison
iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX) and Vanguard 500 Index Fund Institutional Select Shares (VFFSX) have volatilities of 5.23% and 5.35%, 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 | VFFSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 5.35% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 9.53% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.41% | 18.32% | +0.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.18% | 16.91% | +0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.20% | 18.52% | -0.32% |