WFSPX vs. BRMKX
Compare and contrast key facts about iShares S&P 500 Index Fund (WFSPX) and iShares Russell Mid-Cap Index Fund (BRMKX).
WFSPX is managed by Blackrock. It was launched on Jul 30, 1993. BRMKX is managed by Blackrock. It was launched on May 13, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFSPX or BRMKX.
Correlation
The correlation between WFSPX and BRMKX 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.
Performance
WFSPX vs. BRMKX - Performance Comparison
Key characteristics
WFSPX:
1.98
BRMKX:
0.66
WFSPX:
2.64
BRMKX:
0.94
WFSPX:
1.37
BRMKX:
1.13
WFSPX:
2.95
BRMKX:
0.78
WFSPX:
13.11
BRMKX:
3.45
WFSPX:
1.90%
BRMKX:
2.74%
WFSPX:
12.61%
BRMKX:
14.39%
WFSPX:
-89.72%
BRMKX:
-40.20%
WFSPX:
-3.96%
BRMKX:
-12.08%
Returns By Period
In the year-to-date period, WFSPX achieves a 24.09% return, which is significantly higher than BRMKX's 9.14% return.
WFSPX
24.09%
-0.68%
7.16%
24.17%
14.20%
12.66%
BRMKX
9.14%
-8.48%
3.95%
11.42%
8.79%
N/A
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WFSPX vs. BRMKX - Expense Ratio Comparison
WFSPX has a 0.03% expense ratio, which is lower than BRMKX's 0.06% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
WFSPX vs. BRMKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Index Fund (WFSPX) and iShares Russell Mid-Cap Index Fund (BRMKX). 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.
Dividends
WFSPX vs. BRMKX - Dividend Comparison
WFSPX's dividend yield for the trailing twelve months is around 0.91%, less than BRMKX's 1.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFSPX iShares S&P 500 Index Fund | 0.91% | 1.44% | 1.69% | 1.25% | 1.55% | 1.99% | 2.03% | 1.74% | 2.07% | 1.95% | 1.84% | 1.70% |
BRMKX iShares Russell Mid-Cap Index Fund | 1.11% | 1.50% | 1.74% | 1.07% | 1.41% | 1.59% | 1.58% | 2.65% | 1.79% | 0.78% | 0.00% | 0.00% |
Drawdowns
WFSPX vs. BRMKX - Drawdown Comparison
The maximum WFSPX drawdown since its inception was -89.72%, which is greater than BRMKX's maximum drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for WFSPX and BRMKX. For additional features, visit the drawdowns tool.
Volatility
WFSPX vs. BRMKX - Volatility Comparison
The current volatility for iShares S&P 500 Index Fund (WFSPX) is 3.71%, while iShares Russell Mid-Cap Index Fund (BRMKX) has a volatility of 6.88%. This indicates that WFSPX experiences smaller price fluctuations and is considered to be less risky than BRMKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.