FLCPX vs. BRGKX
Compare and contrast key facts about Fidelity SAI U.S. Large Cap Index Fund (FLCPX) and iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX).
FLCPX is managed by Fidelity. It was launched on Feb 2, 2016. BRGKX is a passively managed fund by iShares that tracks the performance of the Russell 1000 Index. It was launched on Mar 31, 2011.
Performance
FLCPX vs. BRGKX - Performance Comparison
Loading graphics...
FLCPX vs. BRGKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLCPX Fidelity SAI U.S. Large Cap Index Fund | -4.33% | 17.84% | 25.08% | 26.25% | -18.06% | 28.61% | 18.24% | 31.59% | -4.38% | 21.74% |
BRGKX iShares Russell 1000 Large-Cap Index Fund Class K | -4.45% | 17.28% | 24.44% | 26.49% | -19.13% | 26.24% | 20.85% | 31.30% | -4.86% | 21.18% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FLCPX having a -4.33% return and BRGKX slightly lower at -4.45%. Both investments have delivered pretty close results over the past 10 years, with FLCPX having a 14.08% annualized return and BRGKX not far behind at 13.68%.
FLCPX
- 1D
- 2.92%
- 1M
- -5.03%
- YTD
- -4.33%
- 6M
- -2.15%
- 1Y
- 17.32%
- 3Y*
- 18.33%
- 5Y*
- 11.79%
- 10Y*
- 14.08%
BRGKX
- 1D
- 2.64%
- 1M
- -5.34%
- YTD
- -4.45%
- 6M
- -2.48%
- 1Y
- 16.85%
- 3Y*
- 17.97%
- 5Y*
- 10.92%
- 10Y*
- 13.68%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FLCPX vs. BRGKX - Expense Ratio Comparison
FLCPX has a 0.02% expense ratio, which is lower than BRGKX's 0.06% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FLCPX vs. BRGKX — Risk / Return Rank
FLCPX
BRGKX
FLCPX vs. BRGKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI U.S. Large Cap Index Fund (FLCPX) 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.
| FLCPX | BRGKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.95 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.45 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.22 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.46 | -0.13 |
Martin ratioReturn relative to average drawdown | 6.39 | 7.01 | -0.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FLCPX | BRGKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.95 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.64 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.75 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.73 | +0.11 |
Correlation
The correlation between FLCPX and BRGKX is 0.99, 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
FLCPX vs. BRGKX - Dividend Comparison
FLCPX's dividend yield for the trailing twelve months is around 0.59%, less than BRGKX's 2.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLCPX Fidelity SAI U.S. Large Cap Index Fund | 0.59% | 0.56% | 6.11% | 7.05% | 11.23% | 10.38% | 3.93% | 1.74% | 2.18% | 1.57% | 0.76% | 0.00% |
BRGKX iShares Russell 1000 Large-Cap Index Fund Class K | 2.62% | 2.77% | 1.38% | 1.49% | 1.82% | 1.88% | 1.51% | 2.82% | 2.46% | 2.31% | 3.94% | 4.86% |
Drawdowns
FLCPX vs. BRGKX - Drawdown Comparison
The maximum FLCPX drawdown since its inception was -33.87%, roughly equal to the maximum BRGKX drawdown of -34.58%. Use the drawdown chart below to compare losses from any high point for FLCPX and BRGKX.
Loading graphics...
Drawdown Indicators
| FLCPX | BRGKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.87% | -34.58% | +0.71% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -12.30% | +0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -24.40% | -25.13% | +0.73% |
Max Drawdown (10Y)Largest decline over 10 years | -33.87% | -34.58% | +0.71% |
Current DrawdownCurrent decline from peak | -6.23% | -6.44% | +0.21% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -4.09% | -0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.56% | -0.03% |
Volatility
FLCPX vs. BRGKX - Volatility Comparison
Fidelity SAI U.S. Large Cap Index Fund (FLCPX) and iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX) have volatilities of 5.34% and 5.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FLCPX | BRGKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 5.23% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 9.54% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.33% | 18.41% | -0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.08% | 17.18% | -0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.15% | 18.20% | -0.05% |