SLASX vs. BKTSX
SLASX (Selected American Shares Fund) and BKTSX (iShares Total U.S. Stock Market Index Fund Class K) are both Large Cap Blend Equities funds. Over the past 10 years, SLASX returned 13.45%/yr vs 14.87%/yr for BKTSX. Their correlation of 0.88 suggests significant overlap in exposure. SLASX charges 0.98%/yr vs 0.02%/yr for BKTSX.
Performance
SLASX vs. BKTSX - Performance Comparison
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Returns By Period
In the year-to-date period, SLASX achieves a 12.07% return, which is significantly higher than BKTSX's 11.34% return. Over the past 10 years, SLASX has underperformed BKTSX with an annualized return of 13.45%, while BKTSX has yielded a comparatively higher 14.87% annualized return.
SLASX
- 1D
- 0.54%
- 1M
- 0.48%
- 6M
- 8.81%
- YTD
- 12.07%
- 1Y
- 26.30%
- 3Y*
- 23.35%
- 5Y*
- 11.32%
- 10Y*
- 13.45%
BKTSX
- 1D
- 0.88%
- 1M
- 1.71%
- 6M
- 9.06%
- YTD
- 11.34%
- 1Y
- 22.12%
- 3Y*
- 20.82%
- 5Y*
- 12.14%
- 10Y*
- 14.87%
SLASX vs. BKTSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SLASX Selected American Shares Fund | 12.07% | 26.72% | 17.60% | 32.47% | -20.33% | 17.71% | 11.61% | 31.20% | -13.96% | 21.80% |
BKTSX iShares Total U.S. Stock Market Index Fund Class K | 11.34% | 17.15% | 23.83% | 26.02% | -19.05% | 25.56% | 20.82% | 31.12% | -5.37% | 21.02% |
Correlation
The correlation between SLASX and BKTSX is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.88 |
The correlation between SLASX and BKTSX shifts across timeframes, from 0.78 (1 year) to 0.88 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SLASX vs. BKTSX — Risk / Return Rank
SLASX
BKTSX
SLASX vs. BKTSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Selected American Shares Fund (SLASX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SLASX | BKTSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.33 | ||
| Sortino ratioReturn per unit of downside risk | +0.41 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.31 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.25 | 2.49 | +0.76 |
| Martin ratioReturn relative to average drawdown | 12.57 | 10.90 | +1.67 |
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Drawdowns
SLASX vs. BKTSX - Drawdown Comparison
The maximum SLASX drawdown since its inception was -58.43%, which is greater than BKTSX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for SLASX and BKTSX.
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Drawdown Indicators
| SLASX | BKTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.43% | -34.97% | -23.46% |
Max Drawdown (1Y)Largest decline over 1 year | -8.14% | -8.87% | +0.73% |
Max Drawdown (3Y)Largest decline over 3 years | -22.14% | -19.29% | -2.85% |
Max Drawdown (5Y)Largest decline over 5 years | -31.41% | -24.98% | -6.43% |
Max Drawdown (10Y)Largest decline over 10 years | -36.59% | -34.97% | -1.62% |
Current DrawdownCurrent decline from peak | -0.52% | -0.35% | -0.17% |
Average DrawdownAverage peak-to-trough decline | -8.17% | -4.50% | -3.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.10% | 2.02% | +0.08% |
Volatility
SLASX vs. BKTSX - Volatility Comparison
The current volatility for Selected American Shares Fund (SLASX) is 3.58%, while iShares Total U.S. Stock Market Index Fund Class K (BKTSX) has a volatility of 4.21%. This indicates that SLASX 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
| SLASX | BKTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 4.21% | -0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 9.41% | 10.06% | -0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.86% | 12.77% | +0.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.94% | 17.46% | +2.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.09% | 18.38% | +1.71% |
SLASX vs. BKTSX - Expense Ratio Comparison
SLASX has a 0.98% expense ratio, which is higher than BKTSX's 0.02% expense ratio.
Dividends
SLASX vs. BKTSX - Dividend Comparison
SLASX's dividend yield for the trailing twelve months is around 8.62%, more than BKTSX's 1.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKTSX iShares Total U.S. Stock Market Index Fund Class K | 1.05% | 1.14% | 1.27% | 1.46% | 1.64% | 1.58% | 1.51% | 2.15% | 2.49% | 2.17% | 1.54% | 0.00% |
SLASX Selected American Shares Fund | 8.62% | 11.56% | 20.21% | 7.72% | 7.85% | 12.55% | 2.76% | 5.06% | 18.16% | 7.01% | 14.99% | 21.13% |
Frequently Asked Questions
SLASX and BKTSX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BKTSX has higher volatility (4.21%) compared to SLASX (3.58%). In terms of maximum drawdown, SLASX dropped -58.43% vs BKTSX's -34.97%.
SLASX currently has the higher Sharpe Ratio (2.05 vs 1.73), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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