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 a closer substitute for your current allocation.
Cheapest Alternatives to BDBKX
BDBKX charges 0.07% annually. There are 7 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | BDBKX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | BDBKX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | BDBKX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | BDBKX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | BDBKX vs TISBX |
Best Risk-Adjusted Alternatives to BDBKX
BDBKX has a PortfoliosLab risk / return rank of 72. There are 59 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | BDBKX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | BDBKX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | BDBKX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | BDBKX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | BDBKX vs RYOTX |
Top Performing BDBKX Alternatives (YTD)
BDBKX is at 21.69% YTD. There are 52 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | BDBKX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | BDBKX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | BDBKX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | BDBKX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | BDBKX vs HASCX |
Lowest Volatility Alternatives to BDBKX
BDBKX has 19.70% 1-year volatility. There are 131 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | BDBKX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | BDBKX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | BDBKX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | BDBKX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | BDBKX vs BOSOX |
Lowest Drawdown Alternatives to BDBKX
BDBKX has a 1-year max drawdown of -10.97%. There are 111 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | BDBKX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | BDBKX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | BDBKX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | BDBKX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | BDBKX vs SSCDX |
Other Mutual Funds from iShares
The 10 most viewed iShares mutual funds shown here include BTMKX, BSPIX, BSPGX and span 4 categories.
Often Compared With BDBKX
Investors most often compare BDBKX with BDOAX, AZBIX, AUERX. These 11 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare BDBKX with Any Fund or Stock
Compare BDBKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BDBKX with funds that move differently
iShares Russell 2000 Small-Cap Index Fund Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BDBKX.
Explore BDBKX Diversifiers