FGCKX vs. BKTSX
FGCKX (Fidelity Growth Company K) and BKTSX (iShares Total U.S. Stock Market Index Fund Class K) are both mutual funds - FGCKX is a Large Cap Growth Equities fund actively managed by Fidelity, while BKTSX is a Large Cap Blend Equities fund tracking the Russell 3000 Index. FGCKX is actively managed, while BKTSX is passively managed. Over the past 10 years, FGCKX returned 23.10%/yr vs 15.13%/yr for BKTSX. Their correlation of 0.88 suggests significant overlap in exposure. FGCKX charges 0.65%/yr vs 0.02%/yr for BKTSX.
Performance
FGCKX vs. BKTSX - Performance Comparison
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Returns By Period
In the year-to-date period, FGCKX achieves a 23.78% return, which is significantly higher than BKTSX's 11.73% return. Over the past 10 years, FGCKX has outperformed BKTSX with an annualized return of 23.10%, while BKTSX has yielded a comparatively lower 15.13% annualized return.
FGCKX
- 1D
- 0.05%
- 1M
- 8.79%
- YTD
- 23.78%
- 6M
- 20.00%
- 1Y
- 48.64%
- 3Y*
- 31.78%
- 5Y*
- 17.62%
- 10Y*
- 23.10%
BKTSX
- 1D
- 0.23%
- 1M
- 5.68%
- YTD
- 11.73%
- 6M
- 11.61%
- 1Y
- 28.67%
- 3Y*
- 22.30%
- 5Y*
- 13.12%
- 10Y*
- 15.13%
FGCKX vs. BKTSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGCKX Fidelity Growth Company K | 23.78% | 18.67% | 37.30% | 47.35% | -33.82% | 22.62% | 67.61% | 38.50% | -4.07% | 36.89% |
BKTSX iShares Total U.S. Stock Market Index Fund Class K | 11.73% | 17.15% | 23.83% | 26.02% | -19.05% | 25.56% | 20.82% | 31.12% | -5.37% | 21.02% |
Correlation
The correlation between FGCKX and BKTSX is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016 | 0.88 |
The correlation between FGCKX and BKTSX has been stable across timeframes, ranging from 0.88 to 0.91 - a consistent structural relationship.
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Return for Risk
FGCKX vs. BKTSX — Risk / Return Rank
FGCKX
BKTSX
FGCKX vs. BKTSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company K (FGCKX) and iShares Total U.S. Stock Market Index Fund Class K (BKTSX). 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.
| FGCKX | BKTSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.44 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 4.03 | 3.34 | +0.69 |
| Martin ratioReturn relative to average drawdown | 15.19 | 15.37 | -0.18 |
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
| FGCKX | BKTSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.75 | 2.44 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.76 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.99 | 0.82 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.83 | -0.11 |
Drawdowns
FGCKX vs. BKTSX - Drawdown Comparison
The maximum FGCKX drawdown since its inception was -51.01%, which is greater than BKTSX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for FGCKX and BKTSX.
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Drawdown Indicators
| FGCKX | BKTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.01% | -34.97% | -16.04% |
Max Drawdown (1Y)Largest decline over 1 year | -12.55% | -8.87% | -3.68% |
Max Drawdown (3Y)Largest decline over 3 years | -26.20% | -19.29% | -6.91% |
Max Drawdown (5Y)Largest decline over 5 years | -40.21% | -24.98% | -15.23% |
Max Drawdown (10Y)Largest decline over 10 years | -40.21% | -34.97% | -5.24% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -8.96% | -4.53% | -4.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 1.93% | +1.39% |
Volatility
FGCKX vs. BKTSX - Volatility Comparison
Fidelity Growth Company K (FGCKX) has a higher volatility of 4.39% compared to iShares Total U.S. Stock Market Index Fund Class K (BKTSX) at 2.94%. This indicates that FGCKX's price experiences larger fluctuations and is considered to be riskier than BKTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGCKX | BKTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 2.94% | +1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 14.40% | 9.13% | +5.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.43% | 12.15% | +6.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.02% | 17.36% | +6.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.43% | 18.41% | +5.02% |
FGCKX vs. BKTSX - Expense Ratio Comparison
FGCKX has a 0.65% expense ratio, which is higher than BKTSX's 0.02% expense ratio.
Dividends
FGCKX vs. BKTSX - Dividend Comparison
FGCKX has not paid dividends to shareholders, while BKTSX's dividend yield for the trailing twelve months is around 1.04%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKTSX iShares Total U.S. Stock Market Index Fund Class K | 1.04% | 1.14% | 1.27% | 1.46% | 1.64% | 1.58% | 1.51% | 2.15% | 2.49% | 2.17% | 1.54% | 0.00% |
FGCKX Fidelity Growth Company K | 0.00% | 0.00% | 8.80% | 3.81% | 7.16% | 10.63% | 8.83% | 3.84% | 6.38% | 4.73% | 6.20% | 3.96% |
Frequently Asked Questions
FGCKX and BKTSX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FGCKX has higher volatility (4.39%) compared to BKTSX (2.94%). In terms of maximum drawdown, FGCKX dropped -51.01% vs BKTSX's -34.97%.
FGCKX currently has the higher Sharpe Ratio (2.75 vs 2.44), 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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