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 | 0.04% | 177.40B | Jul 1997 | MASKX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | MASKX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | MASKX vs VSMAX |
Best Risk-Adjusted Alternatives to MASKX
MASKX has a PortfoliosLab risk / return rank of 64. There are 54 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | MASKX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | MASKX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | MASKX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | MASKX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | MASKX vs WWSIX |
Top Performing MASKX Alternatives (YTD)
MASKX is at 18.62% YTD. There are 39 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | MASKX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | MASKX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | MASKX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | MASKX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | MASKX vs MOPIX |
Lowest Volatility Alternatives to MASKX
MASKX has 19.10% 1-year volatility. There are 132 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | MASKX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | MASKX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | MASKX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | MASKX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | 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% | 2.80B | Apr 2006 | MASKX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | MASKX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | MASKX vs BIAUX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | MASKX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | MASKX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | MASKX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | MASKX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | MASKX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | MASKX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | MASKX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | MASKX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | MASKX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | MASKX vs ASFYX |
Often Compared With MASKX
Investors most often compare MASKX with VRTIX, EXTR, VDC. These 20 comparison targets span 8 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