FGCKX vs. BKTSX
Compare and contrast key facts about Fidelity Growth Company K (FGCKX) and iShares Total U.S. Stock Market Index Fund Class K (BKTSX).
FGCKX is an actively managed fund by Fidelity. It was launched on May 15, 2008. BKTSX is a passively managed fund by iShares that tracks the performance of the Russell 3000 Index. It was launched on Aug 13, 2015.
Performance
FGCKX vs. BKTSX - Performance Comparison
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FGCKX vs. BKTSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGCKX Fidelity Growth Company K | -6.85% | 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 | -6.70% | 17.15% | 23.83% | 26.02% | -19.05% | 25.56% | 20.82% | 31.12% | -5.37% | 21.02% |
Returns By Period
The year-to-date returns for both investments are quite close, with FGCKX having a -6.85% return and BKTSX slightly higher at -6.70%. Over the past 10 years, FGCKX has outperformed BKTSX with an annualized return of 19.90%, while BKTSX has yielded a comparatively lower 13.31% annualized return.
FGCKX
- 1D
- -1.23%
- 1M
- -8.22%
- YTD
- -6.85%
- 6M
- -6.85%
- 1Y
- 26.45%
- 3Y*
- 24.22%
- 5Y*
- 12.12%
- 10Y*
- 19.90%
BKTSX
- 1D
- -0.45%
- 1M
- -7.71%
- YTD
- -6.70%
- 6M
- -4.47%
- 1Y
- 14.73%
- 3Y*
- 16.75%
- 5Y*
- 10.27%
- 10Y*
- 13.31%
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FGCKX vs. BKTSX - Expense Ratio Comparison
FGCKX has a 0.65% expense ratio, which is higher than BKTSX's 0.02% expense ratio.
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 | 1.07 | 0.83 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.29 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.05 | +0.44 |
Martin ratioReturn relative to average drawdown | 5.54 | 5.09 | +0.46 |
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 | 1.07 | 0.83 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.60 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.73 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.73 | -0.08 |
Correlation
The correlation between FGCKX and BKTSX is 0.88, 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
FGCKX vs. BKTSX - Dividend Comparison
FGCKX has not paid dividends to shareholders, while BKTSX's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BKTSX iShares Total U.S. Stock Market Index Fund Class K | 1.22% | 1.14% | 1.27% | 1.46% | 1.64% | 1.58% | 1.51% | 2.15% | 2.49% | 2.17% | 1.54% | 0.00% |
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 | -13.09% | -12.36% | -0.73% |
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 | -12.55% | -8.87% | -3.68% |
Average DrawdownAverage peak-to-trough decline | -9.03% | -4.59% | -4.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.88% | 2.55% | +1.33% |
Volatility
FGCKX vs. BKTSX - Volatility Comparison
Fidelity Growth Company K (FGCKX) has a higher volatility of 6.73% compared to iShares Total U.S. Stock Market Index Fund Class K (BKTSX) at 4.37%. 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 | 6.73% | 4.37% | +2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 14.66% | 9.28% | +5.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.33% | 18.38% | +5.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.99% | 17.33% | +6.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.34% | 18.38% | +4.96% |