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 26 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% | 182.70B | 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% | 7.67B | May 1997 | IIRSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | IIRSX vs VSMAX |
Best Risk-Adjusted Alternatives to IIRSX
IIRSX has a PortfoliosLab risk / return rank of 69. There are 47 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 | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | IIRSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | IIRSX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | IIRSX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | IIRSX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | IIRSX vs GQSCX |
Top Performing IIRSX Alternatives (YTD)
IIRSX is at 22.00% YTD. There are 40 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 41.31% | — | Dec 2007 | IIRSX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | IIRSX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | IIRSX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | IIRSX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | IIRSX vs FTMSX |
Lowest Volatility Alternatives to IIRSX
IIRSX has 22.44% 1-year volatility. There are 170 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | IIRSX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | IIRSX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | IIRSX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | IIRSX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | IIRSX vs BOSOX |
Lowest Drawdown Alternatives to IIRSX
IIRSX has a 1-year max drawdown of -11.08%. There are 126 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% | 2.90B | Apr 2006 | IIRSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | 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 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 70 | 24.02% | — | Nov 1935 | IIRSX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 23 | 5.60% | — | May 2009 | IIRSX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 44 | 11.42% | — | Dec 2007 | IIRSX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 13 | 0.10% | — | Dec 1998 | IIRSX vs IIBAX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 38 | 1.07% | — | Sep 2015 | IIRSX vs ATLAX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 62 | 10.26% | — | Mar 2008 | IIRSX vs IIRLX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 58 | 9.87% | — | Jan 2006 | IIRSX vs IFTIX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IIRSX vs IMCDX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 93 | 18.13% | — | May 2009 | IIRSX vs IRVIX | |
| Voya High Yield Portfolio | High Yield Bonds | 43 | 1.29% | — | May 2004 | IIRSX vs IPHYX |
Often Compared With IIRSX
Investors most often compare IIRSX with QQQM, VBR, IVV. These 20 comparison targets span 8 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