iShares Russell 2000 Small-Cap Index Fund Class K (BDBKX) Alternatives
iShares Russell 2000 Small-Cap Index Fund Class K (BDBKX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BDBKX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to BDBKX
BDBKX charges 0.07% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among BDBKX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | BDBKX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | BDBKX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | BDBKX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | BDBKX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | BDBKX vs TISBX |
Best Risk-Adjusted Alternatives to BDBKX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | BDBKX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | BDBKX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | BDBKX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | BDBKX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | BDBKX vs PRSVX |
Top Performing BDBKX Alternatives (YTD)
BDBKX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | BDBKX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | BDBKX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | BDBKX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | BDBKX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | BDBKX vs RIVSX |
Lowest Volatility Alternatives to BDBKX
BDBKX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | BDBKX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | BDBKX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | BDBKX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | BDBKX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | BDBKX vs CSMDX |
Lowest Drawdown Alternatives to BDBKX
BDBKX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | BDBKX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | BDBKX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | BDBKX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | BDBKX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | BDBKX vs BOSOX |
Other Mutual Funds from iShares
Most popular iShares mutual funds on PortfoliosLab, across asset classes.
Often Compared With BDBKX
What investors most often compare with BDBKX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Investor P Shares | S&P 500 | 41 | -7.14% | Aug 6, 2018 | BDBKX vs BSPPX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | BDBKX vs TNVIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | Small Cap Blend Equities | 37 | -1.21% | Nov 13, 2000 | BDBKX vs VSMAX |
Compare BDBKX with Any Fund or Stock
Compare BDBKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.