BDBKX Alternatives & Similar Mutual Funds

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
FSSNX	Fidelity Small Cap Index Fund	0.03%	—	Sep 2011	BDBKX vs FSSNX
VSCPX	Vanguard Small-Cap Index Fund Institutional Plus S...	0.03%	—	Dec 2010	BDBKX vs VSCPX
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	0.03%	182.70B	Jul 1997	BDBKX vs VSCIX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	0.04%	7.67B	May 1997	BDBKX vs SWSSX
VSMAX	Vanguard Small-Cap Index Fund Admiral Shares	0.05%	182.70B	Nov 2000	BDBKX vs VSMAX

Best Risk-Adjusted Alternatives to BDBKX

BDBKX has a PortfoliosLab risk / return rank of 72. There are 71 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.

Symbol	Name	Risk / Return Rank	AUM	Inception
WESCX	TETON Westwood SmallCap Equity Fund	93	—	Apr 1997	BDBKX vs WESCX
WWSIX	Keeley Small Cap Fund Class Institutional	93	—	Apr 1997	BDBKX vs WWSIX
GQSCX	Glenmede Quantitative U.S. Small Cap Equity Portfo...	92	—	Nov 2017	BDBKX vs GQSCX
RIVSX	River Oak Discovery Fund	91	—	Jun 2005	BDBKX vs RIVSX
MOPIX	MainStay WMC Small Companies Fund	90	—	Jan 1987	BDBKX vs MOPIX

Top Performing BDBKX Alternatives (YTD)

BDBKX is at 20.57% YTD. There are 76 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.59%.

Symbol	Name	YTD Return	AUM	Inception
PVIVX	Paradigm Micro-cap Fund	39.59%	—	Dec 2007	BDBKX vs PVIVX
RYOTX	Royce Micro Cap Series Fund	39.28%	—	Dec 1991	BDBKX vs RYOTX
RIVSX	River Oak Discovery Fund	31.64%	—	Jun 2005	BDBKX vs RIVSX
WWSIX	Keeley Small Cap Fund Class Institutional	31.01%	—	Apr 1997	BDBKX vs WWSIX
WESCX	TETON Westwood SmallCap Equity Fund	30.82%	—	Apr 1997	BDBKX vs WESCX

Lowest Volatility Alternatives to BDBKX

BDBKX has 19.44% 1-year volatility. There are 126 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.92%.

Symbol	Name	Volatility 1Y	AUM	Inception
HFCGX	Hennessy Cornerstone Growth Fund	13.92%	—	Nov 1996	BDBKX vs HFCGX
DFISX	DFA International Small Company Portfolio	14.34%	15.72B	Sep 1996	BDBKX vs DFISX
CSMDX	Copeland SMID Cap Dividend Growth Fund	14.58%	—	Feb 2017	BDBKX vs CSMDX
SSLCX	DWS Small Cap Core Fund	15.01%	—	Jul 2000	BDBKX vs SSLCX
BOSOX	Boston Trust Small Cap Fund	15.11%	—	—	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
IPSIX	Voya Index Plus SmallCap Portfolio	-7.63%	—	Dec 1997	BDBKX vs IPSIX
HFCGX	Hennessy Cornerstone Growth Fund	-7.82%	—	Nov 1996	BDBKX vs HFCGX
VSTCX	Vanguard Strategic Small-Cap Equity Fund	-8.08%	2.90B	Apr 2006	BDBKX vs VSTCX
DFSCX	DFA U.S. Micro Cap Portfolio	-8.17%	7.82B	Dec 1981	BDBKX vs DFSCX
SSCDX	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, BKTSX and span 5 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BTMKX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	44	10.94%	—	Apr 2011	BDBKX vs BTMKX
BSPIX	iShares S&P 500 Index Fund Institutional Class	S&P 500	67	11.25%	—	Apr 1993	BDBKX vs BSPIX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	66	11.60%	—	Aug 2015	BDBKX vs BKTSX
BSPGX	iShares S&P 500 Index Fund Class G	S&P 500	67	11.31%	—	Jul 2019	BDBKX vs BSPGX
BDOKX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities	59	13.84%	—	Jun 2011	BDBKX vs BDOKX
BSPPX	iShares S&P 500 Index Fund Investor P Shares	S&P 500	63	11.10%	—	Aug 2018	BDBKX vs BSPPX
BKIPX	iShares Short-Term TIPS Bond Index Fund Class K	Inflation-Protected Bonds	62	1.42%	—	Feb 2016	BDBKX vs BKIPX
BRGKX	iShares Russell 1000 Large-Cap Index Fund Class K	Large Cap Blend Equities	62	11.14%	—	Mar 2011	BDBKX vs BRGKX
MDIIX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	40	10.73%	—	Apr 1997	BDBKX vs MDIIX
BDOAX	iShares MSCI Total International Index Fund Class ...	International Equity	56	13.69%	—	Jun 2011	BDBKX vs BDOAX

Often Compared With BDBKX

Investors most often compare BDBKX with BASMX, AZBIX, AUERX. These 14 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BASMX	iShares Total U.S. Stock Market Index Fund Investo...	Large Cap Blend Equities	61	11.43%	—	Aug 2015	BDBKX vs BASMX
AZBIX	Virtus Small-Cap Fund	Small Cap Blend Equities	77	20.22%	—	Jul 2013	BDBKX vs AZBIX
AUERX	Auer Growth Fund	Small Cap Blend Equities	86	13.20%	—	Dec 2007	BDBKX vs AUERX
NINLX	Neuberger Berman Intrinsic Value Fund	Small Cap Blend Equities	88	22.93%	—	May 2010	BDBKX vs NINLX
FSOPX	Fidelity Series Small Cap Opportunities Fund	Small Cap Blend Equities	85	22.38%	—	Mar 2007	BDBKX vs FSOPX
HASCX	Harbor Small Cap Value Fund	Small Cap Blend Equities	80	29.55%	—	Dec 2001	BDBKX vs HASCX
TNVIX	1290 GAMCO Small/Mid Cap Value Fund	Small Cap Blend Equities	65	18.47%	—	Nov 2014	BDBKX vs TNVIX
PRSVX	T. Rowe Price Small-Cap Value Fund	Small Cap Blend Equities	82	20.98%	—	Jun 1988	BDBKX vs PRSVX
CAMSX	Cambiar Small Cap Fund	Small Cap Blend Equities	61	20.24%	—	Aug 2004	BDBKX vs CAMSX
WEMMX	TETON Westwood Mighty Mites Fund	Small Cap Blend Equities	77	27.06%	—	May 1998	BDBKX vs WEMMX
TISBX	TIAA-CREF Small-Cap Blend Index Fund	Small Cap Blend Equities	75	20.67%	—	Oct 2002	BDBKX vs TISBX
BIAUX	Brown Advisory Small-Cap Fundamental Value Fund	Small Cap Blend Equities	78	20.63%	—	Dec 2008	BDBKX vs BIAUX
HDPSX	Hodges Small Cap Fund	Small Cap Blend Equities	69	28.29%	—	Dec 2007	BDBKX vs HDPSX
FTHSX	FullerThaler Behavioral Small-Cap Equity Fund Clas...	Small Cap Blend Equities	70	14.96%	—	Sep 2011	BDBKX vs FTHSX

Compare BDBKX with Any Fund or Stock

Compare BDBKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

iShares Russell 2000 Small-Cap Index Fund Class K (BDBKX) Alternatives