ITOT vs. FSKAX
Compare and contrast key facts about iShares Core S&P Total U.S. Stock Market ETF (ITOT) and Fidelity Total Market Index Fund (FSKAX).
ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004. FSKAX is managed by Fidelity.
Performance
ITOT vs. FSKAX - Performance Comparison
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ITOT vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ITOT iShares Core S&P Total U.S. Stock Market ETF | -4.00% | 17.00% | 23.80% | 26.12% | -19.47% | 25.68% | 20.71% | 30.67% | -5.33% | 21.37% |
FSKAX Fidelity Total Market Index Fund | -6.77% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Returns By Period
In the year-to-date period, ITOT achieves a -4.00% return, which is significantly higher than FSKAX's -6.77% return. Both investments have delivered pretty close results over the past 10 years, with ITOT having a 13.57% annualized return and FSKAX not far behind at 13.23%.
ITOT
- 1D
- 2.98%
- 1M
- -4.92%
- YTD
- -4.00%
- 6M
- -1.67%
- 1Y
- 18.07%
- 3Y*
- 17.83%
- 5Y*
- 10.46%
- 10Y*
- 13.57%
FSKAX
- 1D
- -0.47%
- 1M
- -7.69%
- YTD
- -6.77%
- 6M
- -4.56%
- 1Y
- 14.73%
- 3Y*
- 16.72%
- 5Y*
- 10.13%
- 10Y*
- 13.23%
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ITOT vs. FSKAX - Expense Ratio Comparison
ITOT has a 0.03% expense ratio, which is higher than FSKAX's 0.02% expense ratio. However, 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
ITOT vs. FSKAX — Risk / Return Rank
ITOT
FSKAX
ITOT vs. FSKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Total U.S. Stock Market ETF (ITOT) and Fidelity Total Market Index Fund (FSKAX). 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.
| ITOT | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.83 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.29 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.04 | +0.47 |
Martin ratioReturn relative to average drawdown | 7.22 | 5.05 | +2.17 |
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
| ITOT | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.83 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.59 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.72 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.78 | -0.24 |
Correlation
The correlation between ITOT and FSKAX 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
ITOT vs. FSKAX - Dividend Comparison
ITOT's dividend yield for the trailing twelve months is around 1.13%, more than FSKAX's 1.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.13% | 1.11% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% |
FSKAX Fidelity Total Market Index Fund | 1.09% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
ITOT vs. FSKAX - Drawdown Comparison
The maximum ITOT drawdown since its inception was -55.20%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for ITOT and FSKAX.
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Drawdown Indicators
| ITOT | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.20% | -35.01% | -20.19% |
Max Drawdown (1Y)Largest decline over 1 year | -12.34% | -12.42% | +0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -25.36% | -25.39% | +0.03% |
Max Drawdown (10Y)Largest decline over 10 years | -35.00% | -35.01% | +0.01% |
Current DrawdownCurrent decline from peak | -6.18% | -8.92% | +2.74% |
Average DrawdownAverage peak-to-trough decline | -7.02% | -4.05% | -2.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.57% | +0.02% |
Volatility
ITOT vs. FSKAX - Volatility Comparison
iShares Core S&P Total U.S. Stock Market ETF (ITOT) has a higher volatility of 5.47% compared to Fidelity Total Market Index Fund (FSKAX) at 4.42%. This indicates that ITOT's price experiences larger fluctuations and is considered to be riskier than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ITOT | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 4.42% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 9.76% | 9.40% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.67% | 18.50% | +0.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.37% | 17.38% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.25% | 18.42% | -0.17% |