BRMKX vs. BSPGX
Compare and contrast key facts about iShares Russell Mid-Cap Index Fund (BRMKX) and iShares S&P 500 Index Fund Class G (BSPGX).
BRMKX is managed by BlackRock. It was launched on May 13, 2015. BSPGX is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on Jul 1, 2019.
Performance
BRMKX vs. BSPGX - Performance Comparison
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BRMKX vs. BSPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BRMKX iShares Russell Mid-Cap Index Fund | 1.36% | 10.48% | 15.28% | 17.30% | -17.22% | 22.52% | 17.17% | 6.92% |
BSPGX iShares S&P 500 Index Fund Class G | -4.63% | 17.85% | 24.96% | 26.27% | -18.12% | 28.66% | 19.16% | 11.06% |
Returns By Period
In the year-to-date period, BRMKX achieves a 1.36% return, which is significantly higher than BSPGX's -4.63% return.
BRMKX
- 1D
- 2.68%
- 1M
- -5.54%
- YTD
- 1.36%
- 6M
- 1.46%
- 1Y
- 15.56%
- 3Y*
- 13.32%
- 5Y*
- 6.95%
- 10Y*
- 10.79%
BSPGX
- 1D
- 2.62%
- 1M
- -5.31%
- YTD
- -4.63%
- 6M
- -2.46%
- 1Y
- 16.97%
- 3Y*
- 18.17%
- 5Y*
- 11.71%
- 10Y*
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BRMKX vs. BSPGX - Expense Ratio Comparison
BRMKX has a 0.06% expense ratio, which is higher than BSPGX'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
BRMKX vs. BSPGX — Risk / Return Rank
BRMKX
BSPGX
BRMKX vs. BSPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Mid-Cap Index Fund (BRMKX) and iShares S&P 500 Index Fund Class G (BSPGX). 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.
| BRMKX | BSPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.96 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.47 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.22 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.49 | -0.26 |
Martin ratioReturn relative to average drawdown | 5.74 | 7.16 | -1.42 |
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
| BRMKX | BSPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.96 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.70 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.72 | -0.15 |
Correlation
The correlation between BRMKX and BSPGX is 0.89, 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
BRMKX vs. BSPGX - Dividend Comparison
BRMKX's dividend yield for the trailing twelve months is around 5.84%, more than BSPGX's 1.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRMKX iShares Russell Mid-Cap Index Fund | 5.84% | 5.92% | 6.43% | 3.02% | 3.67% | 4.07% | 2.86% | 3.95% | 3.87% | 19.24% | 2.11% |
BSPGX iShares S&P 500 Index Fund Class G | 1.56% | 1.74% | 1.43% | 1.52% | 2.04% | 1.83% | 2.09% | 2.25% | 0.00% | 0.00% | 0.00% |
Drawdowns
BRMKX vs. BSPGX - Drawdown Comparison
The maximum BRMKX drawdown since its inception was -40.20%, which is greater than BSPGX's maximum drawdown of -33.74%. Use the drawdown chart below to compare losses from any high point for BRMKX and BSPGX.
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Drawdown Indicators
| BRMKX | BSPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.20% | -33.74% | -6.46% |
Max Drawdown (1Y)Largest decline over 1 year | -13.37% | -12.11% | -1.26% |
Max Drawdown (5Y)Largest decline over 5 years | -26.04% | -24.50% | -1.54% |
Max Drawdown (10Y)Largest decline over 10 years | -40.20% | — | — |
Current DrawdownCurrent decline from peak | -5.71% | -6.51% | +0.80% |
Average DrawdownAverage peak-to-trough decline | -5.73% | -5.20% | -0.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.52% | +0.36% |
Volatility
BRMKX vs. BSPGX - Volatility Comparison
iShares Russell Mid-Cap Index Fund (BRMKX) has a higher volatility of 5.60% compared to iShares S&P 500 Index Fund Class G (BSPGX) at 5.17%. This indicates that BRMKX's price experiences larger fluctuations and is considered to be riskier than BSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRMKX | BSPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 5.17% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 10.52% | 9.44% | +1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.08% | 18.21% | +0.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.25% | 16.88% | +1.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.30% | 20.17% | -0.87% |