TLAFX vs. BKTSX
TLAFX (Transamerica Large Core 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, TLAFX returned 14.66%/yr vs 15.13%/yr for BKTSX. With a 0.98 correlation, they move nearly in lockstep. TLAFX charges 0.76%/yr vs 0.02%/yr for BKTSX.
Performance
TLAFX vs. BKTSX - Performance Comparison
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Returns By Period
In the year-to-date period, TLAFX achieves a 10.98% return, which is significantly lower than BKTSX's 11.73% return. Both investments have delivered pretty close results over the past 10 years, with TLAFX having a 14.66% annualized return and BKTSX not far ahead at 15.13%.
TLAFX
- 1D
- 0.08%
- 1M
- 6.31%
- YTD
- 10.98%
- 6M
- 11.55%
- 1Y
- 27.76%
- 3Y*
- 21.54%
- 5Y*
- 13.97%
- 10Y*
- 14.66%
BKTSX
- 1D
- 0.23%
- 1M
- 5.68%
- YTD
- 11.73%
- 6M
- 11.61%
- 1Y
- 28.67%
- 3Y*
- 22.30%
- 5Y*
- 13.12%
- 10Y*
- 15.13%
TLAFX vs. BKTSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TLAFX Transamerica Large Core Fund | 10.98% | 17.56% | 22.59% | 25.87% | -16.76% | 29.74% | 15.30% | 26.68% | -7.19% | 22.57% |
BKTSX iShares Total U.S. Stock Market Index Fund Class K | 11.73% | 17.15% | 23.83% | 26.02% | -19.05% | 25.56% | 20.82% | 31.12% | -5.37% | 21.02% |
Correlation
The correlation between TLAFX and BKTSX is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.98 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.97 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.98 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.98 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016 | 0.98 |
The correlation between TLAFX and BKTSX has been stable across timeframes, ranging from 0.97 to 0.98 - a consistent structural relationship.
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Return for Risk
TLAFX vs. BKTSX — Risk / Return Rank
TLAFX
BKTSX
TLAFX vs. BKTSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Large Core Fund (TLAFX) 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.
| TLAFX | BKTSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.44 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.23 | 3.34 | -0.11 |
| Martin ratioReturn relative to average drawdown | 14.87 | 15.37 | -0.50 |
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
| TLAFX | BKTSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.46 | 2.44 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.76 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.82 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.83 | -0.06 |
Drawdowns
TLAFX vs. BKTSX - Drawdown Comparison
The maximum TLAFX drawdown since its inception was -33.94%, roughly equal to the maximum BKTSX drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for TLAFX and BKTSX.
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Drawdown Indicators
| TLAFX | BKTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.94% | -34.97% | +1.03% |
Max Drawdown (1Y)Largest decline over 1 year | -8.91% | -8.87% | -0.04% |
Max Drawdown (3Y)Largest decline over 3 years | -18.84% | -19.29% | +0.45% |
Max Drawdown (5Y)Largest decline over 5 years | -30.72% | -24.98% | -5.74% |
Max Drawdown (10Y)Largest decline over 10 years | -33.94% | -34.97% | +1.03% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -5.43% | -4.53% | -0.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.93% | 1.93% | 0.00% |
Volatility
TLAFX vs. BKTSX - Volatility Comparison
Transamerica Large Core Fund (TLAFX) and iShares Total U.S. Stock Market Index Fund Class K (BKTSX) have volatilities of 2.83% and 2.94%, 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.
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Volatility by Period
| TLAFX | BKTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.83% | 2.94% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 8.95% | 9.13% | -0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.71% | 12.15% | -0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.50% | 17.36% | +2.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.47% | 18.41% | +1.06% |
TLAFX vs. BKTSX - Expense Ratio Comparison
TLAFX has a 0.76% expense ratio, which is higher than BKTSX's 0.02% expense ratio.
Dividends
TLAFX vs. BKTSX - Dividend Comparison
TLAFX's dividend yield for the trailing twelve months is around 14.24%, more than BKTSX's 1.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BKTSX iShares Total U.S. Stock Market Index Fund Class K | 1.04% | 1.14% | 1.27% | 1.46% | 1.64% | 1.58% | 1.51% | 2.15% | 2.49% | 2.17% | 1.54% |
TLAFX Transamerica Large Core Fund | 14.24% | 15.89% | 23.39% | 7.88% | 6.40% | 16.53% | 9.17% | 1.44% | 22.85% | 4.89% | 0.00% |
Frequently Asked Questions
With a correlation of 0.98, TLAFX and BKTSX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
BKTSX has higher volatility (2.94%) compared to TLAFX (2.83%). In terms of maximum drawdown, TLAFX dropped -33.94% vs BKTSX's -34.97%.
TLAFX currently has the higher Sharpe Ratio (2.46 vs 2.44), 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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