iShares Russell 2000 Small-Cap Index Fund (MASKX) 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 MASKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MASKX
MASKX charges 0.12% annually. There are 12 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 | MASKX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | MASKX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | MASKX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | MASKX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | MASKX vs VSMAX |
Best Risk-Adjusted Alternatives to MASKX
MASKX has a PortfoliosLab risk / return rank of 74. There are 63 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 | |
|---|---|---|---|---|---|
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | MASKX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | MASKX vs WWSIX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 92 | — | Nov 2017 | MASKX vs GQSCX | |
| River Oak Discovery Fund | 91 | — | Jun 2005 | MASKX vs RIVSX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | MASKX vs MOPIX |
Top Performing MASKX Alternatives (YTD)
MASKX is at 20.53% YTD. There are 78 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 | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 39.59% | — | Dec 2007 | MASKX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.28% | — | Dec 1991 | MASKX vs RYOTX | |
| River Oak Discovery Fund | 31.64% | — | Jun 2005 | MASKX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.01% | — | Apr 1997 | MASKX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 30.82% | — | Apr 1997 | MASKX vs WESCX |
Lowest Volatility Alternatives to MASKX
MASKX has 19.46% 1-year volatility. There are 130 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 | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.92% | — | Nov 1996 | MASKX vs HFCGX | |
| DFA International Small Company Portfolio | 14.34% | 15.72B | Sep 1996 | MASKX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.58% | — | Feb 2017 | MASKX vs CSMDX | |
| DWS Small Cap Core Fund | 15.01% | — | Jul 2000 | MASKX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.11% | — | — | MASKX vs BOSOX |
Lowest Drawdown Alternatives to MASKX
MASKX has a 1-year max drawdown of -11.01%. There are 117 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 | MASKX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | MASKX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | MASKX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | MASKX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | MASKX vs SSCDX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 40 | 14.87% | — | Sep 2021 | MASKX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 68 | 11.30% | — | Jul 1993 | MASKX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.80% | — | Dec 2012 | MASKX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 68 | 12.25% | — | May 2011 | MASKX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.70% | — | Dec 1991 | MASKX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 55 | 9.82% | — | Jul 2010 | MASKX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 43 | 6.43% | — | Aug 2005 | MASKX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 41 | 31.15% | — | Apr 2000 | MASKX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 80 | 7.36% | — | Oct 2007 | MASKX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 76 | 13.91% | — | Sep 1999 | MASKX vs FAMRX |
Often Compared With MASKX
Investors most often compare MASKX with VRTIX, EXTR, JATTX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare MASKX with Any Fund or Stock
Compare MASKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MASKX with funds that move differently
iShares Russell 2000 Small-Cap Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MASKX.
Explore MASKX Diversifiers