Voya Russell Small Cap Index Portfolio (IIRSX) 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 IIRSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IIRSX
IIRSX charges 0.45% annually. There are 27 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 | IIRSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | IIRSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | IIRSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | IIRSX vs SWSSX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | 0.05% | 11.50B | Mar 1999 | IIRSX vs VTMSX |
Best Risk-Adjusted Alternatives to IIRSX
IIRSX has a PortfoliosLab risk / return rank of 78. There are 56 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | IIRSX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 95 | — | Apr 1997 | IIRSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 95 | — | Apr 1997 | IIRSX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 92 | — | Dec 1997 | IIRSX vs IPSIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | IIRSX vs RIVSX |
Top Performing IIRSX Alternatives (YTD)
IIRSX is at 20.07% YTD. There are 55 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 34.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 34.02% | — | Dec 2007 | IIRSX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.94% | — | Dec 1991 | IIRSX vs RYOTX | |
| River Oak Discovery Fund | 30.67% | — | Jun 2005 | IIRSX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 29.05% | — | Apr 1997 | IIRSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.85% | — | Apr 1997 | IIRSX vs WESCX |
Lowest Volatility Alternatives to IIRSX
IIRSX has 22.23% 1-year volatility. There are 170 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.39% | — | Feb 2017 | IIRSX vs CSMDX | |
| DFA International Small Company Portfolio | 14.43% | 16.04B | Sep 1996 | IIRSX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | IIRSX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.89% | — | Sep 2011 | IIRSX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.91% | — | Sep 2011 | IIRSX vs FTHNX |
Lowest Drawdown Alternatives to IIRSX
IIRSX has a 1-year max drawdown of -11.08%. There are 128 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 | IIRSX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | IIRSX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | IIRSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | IIRSX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | IIRSX vs SSCDX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include LEXCX, IRLNX, IEDAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 94 | 29.15% | — | Nov 1935 | IIRSX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 12 | 0.42% | — | May 2009 | IIRSX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 63 | 12.29% | — | Dec 2007 | IIRSX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 9 | -0.94% | — | Dec 1998 | IIRSX vs IIBAX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 50 | 8.74% | — | Mar 2008 | IIRSX vs IIRLX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IIRSX vs IMCDX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 28 | -0.21% | — | Sep 2015 | IIRSX vs ATLAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities, Low Volatility | 88 | 14.35% | — | Jan 2006 | IIRSX vs IFTIX | |
| Voya High Yield Portfolio | High Yield Bonds | 31 | 0.59% | — | May 2004 | IIRSX vs IPHYX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 97 | 20.88% | — | May 2009 | IIRSX vs IRVIX |
Often Compared With IIRSX
Investors most often compare IIRSX with QQQM, VBR, IVV. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare IIRSX with Any Fund or Stock
Compare IIRSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IIRSX with funds that move differently
Voya Russell Small Cap Index Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IIRSX.
Explore IIRSX Diversifiers