BRMKX vs. GTSGX
Compare and contrast key facts about iShares Russell Mid-Cap Index Fund (BRMKX) and Madison Mid Cap Fund (GTSGX).
BRMKX is managed by BlackRock. It was launched on May 13, 2015. GTSGX is managed by Madison Funds. It was launched on Jul 21, 1983.
Performance
BRMKX vs. GTSGX - Performance Comparison
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BRMKX vs. GTSGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRMKX iShares Russell Mid-Cap Index Fund | 1.36% | 10.48% | 15.28% | 17.30% | -17.22% | 22.52% | 17.17% | 30.47% | -9.09% | 17.74% |
GTSGX Madison Mid Cap Fund | -4.35% | 1.62% | 10.24% | 26.51% | -13.60% | 26.31% | 9.45% | 33.53% | -1.60% | 15.65% |
Returns By Period
In the year-to-date period, BRMKX achieves a 1.36% return, which is significantly higher than GTSGX's -4.35% return. Over the past 10 years, BRMKX has outperformed GTSGX with an annualized return of 10.79%, while GTSGX has yielded a comparatively lower 10.15% annualized 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%
GTSGX
- 1D
- 2.26%
- 1M
- -6.95%
- YTD
- -4.35%
- 6M
- -5.69%
- 1Y
- 1.28%
- 3Y*
- 8.80%
- 5Y*
- 6.79%
- 10Y*
- 10.15%
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BRMKX vs. GTSGX - Expense Ratio Comparison
BRMKX has a 0.06% expense ratio, which is lower than GTSGX's 0.95% expense ratio.
Return for Risk
BRMKX vs. GTSGX — Risk / Return Rank
BRMKX
GTSGX
BRMKX vs. GTSGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Mid-Cap Index Fund (BRMKX) and Madison Mid Cap Fund (GTSGX). 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 | GTSGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.07 | +0.77 |
Sortino ratioReturn per unit of downside risk | 1.29 | 0.25 | +1.04 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.03 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 0.16 | +1.07 |
Martin ratioReturn relative to average drawdown | 5.74 | 0.47 | +5.27 |
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 | GTSGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.07 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.39 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.57 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.14 | +0.42 |
Correlation
The correlation between BRMKX and GTSGX is 0.91, 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. GTSGX - Dividend Comparison
BRMKX's dividend yield for the trailing twelve months is around 5.84%, more than GTSGX's 3.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
GTSGX Madison Mid Cap Fund | 3.52% | 3.37% | 5.76% | 1.25% | 1.96% | 4.38% | 3.43% | 3.74% | 7.57% | 3.58% | 4.34% | 6.09% |
Drawdowns
BRMKX vs. GTSGX - Drawdown Comparison
The maximum BRMKX drawdown since its inception was -40.20%, smaller than the maximum GTSGX drawdown of -73.82%. Use the drawdown chart below to compare losses from any high point for BRMKX and GTSGX.
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Drawdown Indicators
| BRMKX | GTSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.20% | -73.82% | +33.62% |
Max Drawdown (1Y)Largest decline over 1 year | -13.37% | -11.99% | -1.38% |
Max Drawdown (5Y)Largest decline over 5 years | -26.04% | -21.94% | -4.10% |
Max Drawdown (10Y)Largest decline over 10 years | -40.20% | -38.25% | -1.95% |
Current DrawdownCurrent decline from peak | -5.71% | -10.00% | +4.29% |
Average DrawdownAverage peak-to-trough decline | -5.73% | -29.79% | +24.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 4.07% | -1.19% |
Volatility
BRMKX vs. GTSGX - Volatility Comparison
iShares Russell Mid-Cap Index Fund (BRMKX) has a higher volatility of 5.60% compared to Madison Mid Cap Fund (GTSGX) at 4.73%. This indicates that BRMKX's price experiences larger fluctuations and is considered to be riskier than GTSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRMKX | GTSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 4.73% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 10.52% | 10.17% | +0.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.08% | 19.05% | +0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.25% | 17.36% | +0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.30% | 18.01% | +1.29% |