BSMAX vs. BRGKX
BSMAX (iShares Russell Small/Mid-Cap Index Fund Investor A Shares) and BRGKX (iShares Russell 1000 Large-Cap Index Fund Class K) are both mutual funds - BSMAX is a Small Cap Blend Equities fund tracking the Russell 2500 Index, while BRGKX is a Large Cap Blend Equities fund tracking the Russell 1000 Index. Both are passively managed. Over the past 10 years, BSMAX returned 11.09%/yr vs 14.53%/yr for BRGKX. Their correlation of 0.87 means they have usually moved in the same direction. BSMAX charges 0.37%/yr vs 0.06%/yr for BRGKX.
Performance
BSMAX vs. BRGKX - Performance Comparison
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Returns By Period
In the year-to-date period, BSMAX achieves a 19.75% return, which is significantly higher than BRGKX's 8.92% return. Over the past 10 years, BSMAX has underperformed BRGKX with an annualized return of 11.09%, while BRGKX has yielded a comparatively higher 14.53% annualized return.
BSMAX
- 1D
- 0.69%
- 1M
- -1.62%
- 6M
- 12.24%
- YTD
- 19.75%
- 1Y
- 28.41%
- 3Y*
- 15.56%
- 5Y*
- 7.90%
- 10Y*
- 11.09%
- ALL TIME*
- 10.40%
BRGKX
- 1D
- 0.11%
- 1M
- 0.71%
- 6M
- 6.65%
- YTD
- 8.92%
- 1Y
- 16.87%
- 3Y*
- 18.64%
- 5Y*
- 11.83%
- 10Y*
- 14.53%
- ALL TIME*
- 13.42%
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 |
BSMAX vs. BRGKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSMAX iShares Russell Small/Mid-Cap Index Fund Investor A Shares | 19.75% | 11.59% | 11.78% | 16.81% | -18.58% | 17.69% | 20.06% | 27.38% | -10.45% | 16.40% |
BRGKX iShares Russell 1000 Large-Cap Index Fund Class K | 8.92% | 17.28% | 24.44% | 26.49% | -19.13% | 26.24% | 20.85% | 31.30% | -4.86% | 21.18% |
Correlation
The correlation between BSMAX and BRGKX is 0.82, 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. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.83 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Aug 13, 2015 | 0.87 |
The correlation between BSMAX and BRGKX has been stable across timeframes, ranging from 0.82 to 0.87 - a consistent structural relationship.
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Return for Risk
BSMAX vs. BRGKX — Risk / Return Rank
BSMAX
BRGKX
BSMAX vs. BRGKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Small/Mid-Cap Index Fund Investor A Shares (BSMAX) and iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX). 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.
| BSMAX | BRGKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.26 | ||
| Sortino ratioReturn per unit of downside risk | +0.44 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.24 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.98 | 1.91 | +1.07 |
| Martin ratioReturn relative to average drawdown | 11.22 | 8.28 | +2.95 |
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Drawdowns
BSMAX vs. BRGKX - Drawdown Comparison
The maximum BSMAX drawdown since its inception was -41.38%, which is greater than BRGKX's maximum drawdown of -34.58%. Use the drawdown chart below to compare losses from any high point for BSMAX and BRGKX.
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Drawdown Indicators
| BSMAX | BRGKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.38% | -34.58% | -6.80% |
Max Drawdown (1Y)Largest decline over 1 year | -9.46% | -8.85% | -0.61% |
Max Drawdown (3Y)Largest decline over 3 years | -25.54% | -19.15% | -6.39% |
Max Drawdown (5Y)Largest decline over 5 years | -28.48% | -25.13% | -3.35% |
Max Drawdown (10Y)Largest decline over 10 years | -41.38% | -34.58% | -6.80% |
Current DrawdownCurrent decline from peak | -2.28% | -2.22% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -7.63% | -4.03% | -3.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 2.04% | +0.48% |
Volatility
BSMAX vs. BRGKX - Volatility Comparison
iShares Russell Small/Mid-Cap Index Fund Investor A Shares (BSMAX) has a higher volatility of 3.46% compared to iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX) at 2.94%. This indicates that BSMAX's price experiences larger fluctuations and is considered to be riskier than BRGKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSMAX | BRGKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 2.94% | +0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 13.41% | 9.88% | +3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.77% | 12.75% | +5.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.98% | 17.26% | +3.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.58% | 18.21% | +3.37% |
BSMAX vs. BRGKX - Expense Ratio Comparison
BSMAX has a 0.37% expense ratio, which is higher than BRGKX's 0.06% expense ratio.
Dividends
BSMAX vs. BRGKX - Dividend Comparison
BSMAX's dividend yield for the trailing twelve months is around 1.99%, less than BRGKX's 2.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRGKX iShares Russell 1000 Large-Cap Index Fund Class K | 2.11% | 2.77% | 1.38% | 1.49% | 1.82% | 1.88% | 1.51% | 2.82% | 2.46% | 2.31% | 3.94% | 4.86% |
BSMAX iShares Russell Small/Mid-Cap Index Fund Investor A Shares | 1.99% | 2.67% | 1.79% | 1.14% | 4.67% | 4.55% | 4.26% | 2.62% | 4.07% | 2.61% | 1.34% | 0.59% |
Frequently Asked Questions
BSMAX and BRGKX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BSMAX has higher volatility (3.46%) compared to BRGKX (2.94%). In terms of maximum drawdown, BSMAX dropped -41.38% vs BRGKX's -34.58%.
BSMAX currently has the higher Sharpe Ratio (1.59 vs 1.33), 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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