WOGSX vs. BKTSX
WOGSX (White Oak Select Growth 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, WOGSX returned 14.45%/yr vs 14.82%/yr for BKTSX. Their correlation of 0.92 suggests significant overlap in exposure. WOGSX charges 0.89%/yr vs 0.02%/yr for BKTSX.
Performance
WOGSX vs. BKTSX - Performance Comparison
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Returns By Period
In the year-to-date period, WOGSX achieves a 12.30% return, which is significantly higher than BKTSX's 11.66% return. Both investments have delivered pretty close results over the past 10 years, with WOGSX having a 14.45% annualized return and BKTSX not far ahead at 14.82%.
WOGSX
- 1D
- 0.50%
- 1M
- 1.19%
- 6M
- 8.89%
- YTD
- 12.30%
- 1Y
- 27.20%
- 3Y*
- 22.77%
- 5Y*
- 11.27%
- 10Y*
- 14.45%
BKTSX
- 1D
- 0.29%
- 1M
- 2.01%
- 6M
- 9.20%
- YTD
- 11.66%
- 1Y
- 22.48%
- 3Y*
- 20.63%
- 5Y*
- 12.20%
- 10Y*
- 14.82%
WOGSX vs. BKTSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WOGSX White Oak Select Growth Fund | 12.30% | 24.07% | 18.22% | 26.48% | -25.72% | 28.31% | 18.91% | 23.74% | -0.55% | 19.75% |
BKTSX iShares Total U.S. Stock Market Index Fund Class K | 11.66% | 17.15% | 23.83% | 26.02% | -19.05% | 25.56% | 20.82% | 31.12% | -5.37% | 21.02% |
Correlation
The correlation between WOGSX and BKTSX is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.92 |
The correlation between WOGSX and BKTSX has been stable across timeframes, ranging from 0.90 to 0.93 - a consistent structural relationship.
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Return for Risk
WOGSX vs. BKTSX — Risk / Return Rank
WOGSX
BKTSX
WOGSX vs. BKTSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for White Oak Select Growth Fund (WOGSX) 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.
| WOGSX | BKTSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.31 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.36 | 2.49 | -0.13 |
| Martin ratioReturn relative to average drawdown | 9.18 | 10.91 | -1.73 |
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Drawdowns
WOGSX vs. BKTSX - Drawdown Comparison
The maximum WOGSX drawdown since its inception was -79.10%, which is greater than BKTSX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for WOGSX and BKTSX.
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Drawdown Indicators
| WOGSX | BKTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.10% | -34.97% | -44.13% |
Max Drawdown (1Y)Largest decline over 1 year | -11.20% | -8.87% | -2.33% |
Max Drawdown (3Y)Largest decline over 3 years | -22.07% | -19.29% | -2.78% |
Max Drawdown (5Y)Largest decline over 5 years | -31.56% | -24.98% | -6.58% |
Max Drawdown (10Y)Largest decline over 10 years | -31.56% | -34.97% | +3.41% |
Current DrawdownCurrent decline from peak | 0.00% | -0.06% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -28.31% | -4.50% | -23.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 2.02% | +0.85% |
Volatility
WOGSX vs. BKTSX - Volatility Comparison
White Oak Select Growth Fund (WOGSX) has a higher volatility of 5.38% compared to iShares Total U.S. Stock Market Index Fund Class K (BKTSX) at 4.21%. This indicates that WOGSX'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
| WOGSX | BKTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.38% | 4.21% | +1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 11.74% | 10.05% | +1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.87% | 12.76% | +2.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.09% | 17.46% | +2.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.86% | 18.38% | +1.48% |
WOGSX vs. BKTSX - Expense Ratio Comparison
WOGSX has a 0.89% expense ratio, which is higher than BKTSX's 0.02% expense ratio.
Dividends
WOGSX vs. BKTSX - Dividend Comparison
WOGSX's dividend yield for the trailing twelve months is around 7.25%, more than BKTSX's 1.04% 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 | 1.04% | 1.14% | 1.27% | 1.46% | 1.64% | 1.58% | 1.51% | 2.15% | 2.49% | 2.17% | 1.54% | 0.00% |
WOGSX White Oak Select Growth Fund | 7.25% | 8.14% | 12.24% | 5.00% | 0.49% | 5.18% | 2.57% | 1.81% | 1.40% | 0.66% | 1.02% | 0.64% |
Frequently Asked Questions
With a correlation of 0.91, WOGSX 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.
WOGSX has higher volatility (5.38%) compared to BKTSX (4.21%). In terms of maximum drawdown, WOGSX dropped -79.10% vs BKTSX's -34.97%.
WOGSX currently has the higher Sharpe Ratio (1.78 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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