PIODX vs. BKTSX
Compare and contrast key facts about Pioneer Fund (PIODX) and iShares Total U.S. Stock Market Index Fund Class K (BKTSX).
PIODX is managed by Amundi. It was launched on Feb 10, 1928. 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
PIODX vs. BKTSX - Performance Comparison
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PIODX vs. BKTSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PIODX Pioneer Fund | -1.25% | 23.30% | 22.62% | 28.45% | -19.43% | 27.40% | 24.01% | 31.04% | -1.48% | 21.79% |
BKTSX iShares Total U.S. Stock Market Index Fund Class K | -3.96% | 17.15% | 23.83% | 26.02% | -19.05% | 25.56% | 20.82% | 31.12% | -5.37% | 21.02% |
Returns By Period
In the year-to-date period, PIODX achieves a -1.25% return, which is significantly higher than BKTSX's -3.96% return. Over the past 10 years, PIODX has outperformed BKTSX with an annualized return of 15.23%, while BKTSX has yielded a comparatively lower 13.64% annualized return.
PIODX
- 1D
- 3.04%
- 1M
- -6.34%
- YTD
- -1.25%
- 6M
- 2.85%
- 1Y
- 30.24%
- 3Y*
- 22.27%
- 5Y*
- 12.78%
- 10Y*
- 15.23%
BKTSX
- 1D
- 2.93%
- 1M
- -5.12%
- YTD
- -3.96%
- 6M
- -1.99%
- 1Y
- 17.59%
- 3Y*
- 17.88%
- 5Y*
- 10.62%
- 10Y*
- 13.64%
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PIODX vs. BKTSX - Expense Ratio Comparison
PIODX has a 1.06% expense ratio, which is higher than BKTSX's 0.02% expense ratio.
Return for Risk
PIODX vs. BKTSX — Risk / Return Rank
PIODX
BKTSX
PIODX vs. BKTSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Fund (PIODX) 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.
| PIODX | BKTSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 0.98 | +0.46 |
Sortino ratioReturn per unit of downside risk | 2.08 | 1.50 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.23 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.44 | 1.50 | +0.93 |
Martin ratioReturn relative to average drawdown | 10.94 | 7.22 | +3.73 |
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
| PIODX | BKTSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 0.98 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.61 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.74 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.75 | -0.23 |
Correlation
The correlation between PIODX and BKTSX is 0.96, 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
PIODX vs. BKTSX - Dividend Comparison
PIODX's dividend yield for the trailing twelve months is around 10.15%, more than BKTSX's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIODX Pioneer Fund | 10.15% | 10.04% | 14.17% | 2.86% | 4.13% | 16.18% | 5.82% | 9.37% | 15.37% | 21.35% | 20.51% | 14.53% |
BKTSX iShares Total U.S. Stock Market Index Fund Class K | 1.18% | 1.14% | 1.27% | 1.46% | 1.64% | 1.58% | 1.51% | 2.15% | 2.49% | 2.17% | 1.54% | 0.00% |
Drawdowns
PIODX vs. BKTSX - Drawdown Comparison
The maximum PIODX drawdown since its inception was -53.40%, which is greater than BKTSX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for PIODX and BKTSX.
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Drawdown Indicators
| PIODX | BKTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.40% | -34.97% | -18.43% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -12.36% | -0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -26.55% | -24.98% | -1.57% |
Max Drawdown (10Y)Largest decline over 10 years | -30.14% | -34.97% | +4.83% |
Current DrawdownCurrent decline from peak | -7.26% | -6.20% | -1.06% |
Average DrawdownAverage peak-to-trough decline | -8.62% | -4.59% | -4.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.84% | 2.58% | +0.26% |
Volatility
PIODX vs. BKTSX - Volatility Comparison
Pioneer Fund (PIODX) has a higher volatility of 6.29% compared to iShares Total U.S. Stock Market Index Fund Class K (BKTSX) at 5.45%. This indicates that PIODX'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
| PIODX | BKTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.29% | 5.45% | +0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 11.88% | 9.72% | +2.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.56% | 18.56% | +3.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.11% | 17.38% | +1.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.80% | 18.40% | +0.40% |