BRGKX vs. VSMPX
BRGKX (iShares Russell 1000 Large-Cap Index Fund Class K) and VSMPX (Vanguard Total Stock Market Index Fund Institutional Plus Shares) are both Large Cap Blend Equities funds - BRGKX tracks the Russell 1000 Index while VSMPX tracks the CRSP US Total Market Index. Both are passively managed. Over the past 10 years, BRGKX returned 14.59%/yr vs 14.49%/yr for VSMPX. Their 0.99 correlation means they have historically moved very closely together. BRGKX charges 0.06%/yr vs 0.02%/yr for VSMPX.
Performance
BRGKX vs. VSMPX - 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 VSMPX's 9.88% return. Both investments have delivered pretty close results over the past 10 years, with BRGKX having a 14.59% annualized return and VSMPX not far behind at 14.49%.
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%
VSMPX
- 1D
- 1.63%
- 1M
- -0.78%
- 6M
- 8.16%
- YTD
- 9.88%
- 1Y
- 21.12%
- 3Y*
- 18.60%
- 5Y*
- 11.63%
- 10Y*
- 14.49%
- ALL TIME*
- 14.62%
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. VSMPX - 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% |
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | 9.88% | 17.15% | 23.26% | 26.53% | -19.50% | 25.74% | 21.01% | 30.79% | -5.16% | 21.19% |
Correlation
The correlation between BRGKX and VSMPX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 1.00 |
Correlation (3Y) Balances recent behavior with more history. | 1.00 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 1.00 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.99 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.99 |
The correlation between BRGKX and VSMPX has been stable across timeframes, ranging from 0.99 to 1.00 - a consistent structural relationship.
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Return for Risk
BRGKX vs. VSMPX — Risk / Return Rank
BRGKX
VSMPX
BRGKX vs. VSMPX - 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 Total Stock Market Index Fund Institutional Plus Shares (VSMPX). 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 | VSMPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.26 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.01 | 2.10 | -0.09 |
| Martin ratioReturn relative to average drawdown | 8.66 | 9.09 | -0.44 |
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Drawdowns
BRGKX vs. VSMPX - Drawdown Comparison
The maximum BRGKX drawdown since its inception was -34.58%, roughly equal to the maximum VSMPX drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for BRGKX and VSMPX.
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Drawdown Indicators
| BRGKX | VSMPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.58% | -34.97% | +0.39% |
Max Drawdown (1Y)Largest decline over 1 year | -8.85% | -8.92% | +0.07% |
Max Drawdown (3Y)Largest decline over 3 years | -19.15% | -19.36% | +0.21% |
Max Drawdown (5Y)Largest decline over 5 years | -25.13% | -25.35% | +0.22% |
Max Drawdown (10Y)Largest decline over 10 years | -34.58% | -34.97% | +0.39% |
Current DrawdownCurrent decline from peak | -1.93% | -1.89% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -4.03% | -4.55% | +0.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | 2.06% | 0.00% |
Volatility
BRGKX vs. VSMPX - Volatility Comparison
iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) 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 | VSMPX | 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% | 10.27% | -0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.92% | 13.13% | -0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.29% | 17.47% | -0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.22% | 18.41% | -0.19% |
BRGKX vs. VSMPX - Expense Ratio Comparison
BRGKX has a 0.06% expense ratio, which is higher than VSMPX'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%.
Dividends
BRGKX vs. VSMPX - Dividend Comparison
BRGKX's dividend yield for the trailing twelve months is around 2.10%, more than VSMPX's 1.07% 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% |
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | 1.07% | 1.13% | 1.27% | 1.43% | 1.67% | 1.22% | 1.43% | 1.78% | 2.05% | 1.73% | 1.95% | 0.00% |
Frequently Asked Questions
With a correlation of 1.00, BRGKX and VSMPX 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 VSMPX (3.41%). In terms of maximum drawdown, BRGKX dropped -34.58% vs VSMPX's -34.97%.
VSMPX currently has the higher Sharpe Ratio (1.43 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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