BRMKX vs. FSKGX
BRMKX (iShares Russell Mid-Cap Index Fund) and FSKGX (Fidelity Growth Strategies K6 Fund) are both mutual funds - BRMKX is a Mid Cap Blend Equities fund managed by BlackRock, while FSKGX is a Mid Cap Growth Equities fund managed by Fidelity. Over the past 5 years, BRMKX returned 8.21%/yr vs 4.89%/yr for FSKGX. Their correlation of 0.88 means they have usually moved in the same direction. BRMKX charges 0.06%/yr vs 0.45%/yr for FSKGX.
Performance
BRMKX vs. FSKGX - Performance Comparison
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Returns By Period
In the year-to-date period, BRMKX achieves a 14.65% return, which is significantly higher than FSKGX's 4.35% return.
BRMKX
- 1D
- -0.28%
- 1M
- -0.65%
- 6M
- 10.51%
- YTD
- 14.65%
- 1Y
- 20.31%
- 3Y*
- 14.89%
- 5Y*
- 8.21%
- 10Y*
- 11.53%
- ALL TIME*
- 11.88%
FSKGX
- 1D
- 0.45%
- 1M
- -6.19%
- 6M
- 3.55%
- YTD
- 4.35%
- 1Y
- -0.25%
- 3Y*
- 11.64%
- 5Y*
- 4.89%
- 10Y*
- —
- ALL TIME*
- 11.36%
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 |
BRMKX vs. FSKGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRMKX iShares Russell Mid-Cap Index Fund | 14.65% | 10.48% | 15.28% | 17.30% | -17.22% | 22.52% | 17.17% | 30.47% | -9.09% | 10.34% |
FSKGX Fidelity Growth Strategies K6 Fund | 4.35% | 7.82% | 20.04% | 21.58% | -26.20% | 21.62% | 29.50% | 36.90% | -6.89% | 10.43% |
Correlation
The correlation between BRMKX and FSKGX is 0.83, 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. | 0.83 |
Correlation (3Y) Balances recent behavior with more history. | 0.85 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.89 |
Correlation (All Time) Calculated using the full available price history since May 25, 2017 | 0.88 |
The correlation between BRMKX and FSKGX has been stable across timeframes, ranging from 0.83 to 0.89 - a consistent structural relationship.
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Return for Risk
BRMKX vs. FSKGX — Risk / Return Rank
BRMKX
FSKGX
BRMKX vs. FSKGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Mid-Cap Index Fund (BRMKX) and Fidelity Growth Strategies K6 Fund (FSKGX). 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.
| BRMKX | FSKGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.46 | ||
| Sortino ratioReturn per unit of downside risk | +1.98 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.00 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 2.30 | -0.13 | +2.43 |
| Martin ratioReturn relative to average drawdown | 8.93 | -0.34 | +9.28 |
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Drawdowns
BRMKX vs. FSKGX - Drawdown Comparison
The maximum BRMKX drawdown since its inception was -40.20%, which is greater than FSKGX's maximum drawdown of -36.51%. Use the drawdown chart below to compare losses from any high point for BRMKX and FSKGX.
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Drawdown Indicators
| BRMKX | FSKGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.20% | -36.51% | -3.69% |
Max Drawdown (1Y)Largest decline over 1 year | -8.17% | -16.39% | +8.22% |
Max Drawdown (3Y)Largest decline over 3 years | -21.07% | -29.47% | +8.40% |
Max Drawdown (5Y)Largest decline over 5 years | -26.04% | -36.51% | +10.47% |
Max Drawdown (10Y)Largest decline over 10 years | -40.20% | — | — |
Current DrawdownCurrent decline from peak | -0.95% | -10.12% | +9.17% |
Average DrawdownAverage peak-to-trough decline | -5.58% | -8.88% | +3.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.10% | 5.98% | -3.88% |
Volatility
BRMKX vs. FSKGX - Volatility Comparison
The current volatility for iShares Russell Mid-Cap Index Fund (BRMKX) is 2.45%, while Fidelity Growth Strategies K6 Fund (FSKGX) has a volatility of 7.73%. This indicates that BRMKX experiences smaller price fluctuations and is considered to be less risky than FSKGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRMKX | FSKGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.45% | 7.73% | -5.28% |
Volatility (6M)Calculated over the trailing 6-month period | 10.22% | 18.41% | -8.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.72% | 22.67% | -8.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.24% | 23.44% | -5.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.26% | 22.89% | -3.63% |
BRMKX vs. FSKGX - Expense Ratio Comparison
BRMKX has a 0.06% expense ratio, which is lower than FSKGX's 0.45% expense ratio.
Dividends
BRMKX vs. FSKGX - Dividend Comparison
BRMKX's dividend yield for the trailing twelve months is around 5.21%, while FSKGX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRMKX iShares Russell Mid-Cap Index Fund | 5.21% | 5.92% | 6.43% | 3.02% | 3.67% | 4.07% | 2.86% | 3.95% | 3.87% | 19.24% | 2.11% |
FSKGX Fidelity Growth Strategies K6 Fund | 0.00% | 0.00% | 0.00% | 1.37% | 0.27% | 26.04% | 2.53% | 0.50% | 0.85% | 0.30% | 0.00% |
Frequently Asked Questions
BRMKX and FSKGX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSKGX has higher volatility (7.73%) compared to BRMKX (2.45%). In terms of maximum drawdown, BRMKX dropped -40.20% vs FSKGX's -36.51%.
BRMKX currently has the higher Sharpe Ratio (1.37 vs -0.09), 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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