POGSX vs. BKTSX
Compare and contrast key facts about Pin Oak Equity (POGSX) and iShares Total U.S. Stock Market Index Fund Class K (BKTSX).
POGSX is managed by Oak Associates. It was launched on Aug 3, 1992. 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
POGSX vs. BKTSX - Performance Comparison
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POGSX vs. BKTSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POGSX Pin Oak Equity | 8.02% | 27.41% | 18.99% | 27.16% | -25.10% | 21.42% | 10.60% | 27.72% | -6.15% | 15.14% |
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, POGSX achieves a 8.02% return, which is significantly higher than BKTSX's -3.96% return. Both investments have delivered pretty close results over the past 10 years, with POGSX having a 13.32% annualized return and BKTSX not far ahead at 13.64%.
POGSX
- 1D
- 2.24%
- 1M
- -3.10%
- YTD
- 8.02%
- 6M
- 14.62%
- 1Y
- 36.09%
- 3Y*
- 26.34%
- 5Y*
- 11.39%
- 10Y*
- 13.32%
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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POGSX vs. BKTSX - Expense Ratio Comparison
POGSX has a 0.91% expense ratio, which is higher than BKTSX's 0.02% expense ratio.
Return for Risk
POGSX vs. BKTSX — Risk / Return Rank
POGSX
BKTSX
POGSX vs. BKTSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pin Oak Equity (POGSX) 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.
| POGSX | BKTSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.85 | 0.98 | +0.88 |
Sortino ratioReturn per unit of downside risk | 2.90 | 1.50 | +1.40 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.23 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 3.38 | 1.50 | +1.87 |
Martin ratioReturn relative to average drawdown | 13.83 | 7.22 | +6.61 |
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
| POGSX | BKTSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.85 | 0.98 | +0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.61 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.74 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.75 | -0.45 |
Correlation
The correlation between POGSX and BKTSX is 0.92, 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
POGSX vs. BKTSX - Dividend Comparison
POGSX's dividend yield for the trailing twelve months is around 17.59%, more than BKTSX's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGSX Pin Oak Equity | 17.59% | 8.85% | 17.87% | 8.21% | 0.15% | 10.93% | 4.60% | 3.22% | 2.94% | 1.79% | 2.03% | 3.83% |
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
POGSX vs. BKTSX - Drawdown Comparison
The maximum POGSX drawdown since its inception was -89.46%, which is greater than BKTSX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for POGSX and BKTSX.
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Drawdown Indicators
| POGSX | BKTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.46% | -34.97% | -54.49% |
Max Drawdown (1Y)Largest decline over 1 year | -10.96% | -12.36% | +1.40% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | -24.98% | -4.83% |
Max Drawdown (10Y)Largest decline over 10 years | -33.05% | -34.97% | +1.92% |
Current DrawdownCurrent decline from peak | -5.97% | -6.20% | +0.23% |
Average DrawdownAverage peak-to-trough decline | -36.91% | -4.59% | -32.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 2.58% | +0.10% |
Volatility
POGSX vs. BKTSX - Volatility Comparison
The current volatility for Pin Oak Equity (POGSX) is 4.50%, while iShares Total U.S. Stock Market Index Fund Class K (BKTSX) has a volatility of 5.45%. This indicates that POGSX experiences smaller price fluctuations and is considered to be less risky 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
| POGSX | BKTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 5.45% | -0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 13.08% | 9.72% | +3.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.70% | 18.56% | +1.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 17.38% | +0.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.57% | 18.40% | +0.17% |