REBYX Alternatives & Similar Mutual Funds

Russell Investments U.S. Small Cap Equity Fund (REBYX) 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 REBYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to REBYX

REBYX charges 0.90% annually. There are 69 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	REBYX vs FSSNX
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	0.03%	182.70B	Jul 1997	REBYX vs VSCIX
VSCPX	Vanguard Small-Cap Index Fund Institutional Plus S...	0.03%	—	Dec 2010	REBYX vs VSCPX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	0.04%	7.67B	May 1997	REBYX vs SWSSX
TISBX	TIAA-CREF Small-Cap Blend Index Fund	0.05%	—	Oct 2002	REBYX vs TISBX

Best Risk-Adjusted Alternatives to REBYX

REBYX has a PortfoliosLab risk / return rank of 74. There are 32 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
WWSIX	Keeley Small Cap Fund Class Institutional	93	—	Apr 1997	REBYX vs WWSIX
WESCX	TETON Westwood SmallCap Equity Fund	93	—	Apr 1997	REBYX vs WESCX
MOPIX	MainStay WMC Small Companies Fund	89	—	Jan 1987	REBYX vs MOPIX
RIVSX	River Oak Discovery Fund	89	—	Jun 2005	REBYX vs RIVSX
GQSCX	Glenmede Quantitative U.S. Small Cap Equity Portfo...	89	—	Nov 2017	REBYX vs GQSCX

Top Performing REBYX Alternatives (YTD)

REBYX is at 22.30% YTD. There are 33 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
PVIVX	Paradigm Micro-cap Fund	41.31%	—	Dec 2007	REBYX vs PVIVX
RYOTX	Royce Micro Cap Series Fund	39.73%	—	Dec 1991	REBYX vs RYOTX
RIVSX	River Oak Discovery Fund	33.23%	—	Jun 2005	REBYX vs RIVSX
WWSIX	Keeley Small Cap Fund Class Institutional	31.76%	—	Apr 1997	REBYX vs WWSIX
FTMSX	Fuller & Thaler Behavioral Micro-Cap Equity Fund	31.22%	—	Dec 2018	REBYX vs FTMSX

Lowest Volatility Alternatives to REBYX

REBYX has 18.09% 1-year volatility. There are 84 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
HFCGX	Hennessy Cornerstone Growth Fund	13.94%	—	Nov 1996	REBYX vs HFCGX
DFISX	DFA International Small Company Portfolio	14.28%	15.72B	Sep 1996	REBYX vs DFISX
CSMDX	Copeland SMID Cap Dividend Growth Fund	14.61%	—	Feb 2017	REBYX vs CSMDX
SSLCX	DWS Small Cap Core Fund	15.04%	—	Jul 2000	REBYX vs SSLCX
BOSOX	Boston Trust Small Cap Fund	15.18%	—	—	REBYX vs BOSOX

Lowest Drawdown Alternatives to REBYX

REBYX has a 1-year max drawdown of -9.16%. There are 35 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	REBYX vs IPSIX
HFCGX	Hennessy Cornerstone Growth Fund	-7.82%	—	Nov 1996	REBYX vs HFCGX
VSTCX	Vanguard Strategic Small-Cap Equity Fund	-8.08%	2.90B	Apr 2006	REBYX vs VSTCX
DFSCX	DFA U.S. Micro Cap Portfolio	-8.17%	7.82B	Dec 1981	REBYX vs DFSCX
SSCDX	Sit Small Cap Dividend Growth Fund	-8.22%	—	Mar 2015	REBYX vs SSCDX

Other Mutual Funds from Russell

The 10 most viewed Russell mutual funds shown here include RLVSX, RGIYX, RGEAX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
RLVSX	Russell Investments Tax-Exempt Bond Fund	Municipal Bonds	83	1.76%	—	Sep 1985	REBYX vs RLVSX
RGIYX	Russell Investments Global Infrastructure Fund	Energy Equities	58	11.07%	—	Sep 2010	REBYX vs RGIYX
RGEAX	Russell Investments Global Equity Fund	Global Equities	58	10.45%	—	Feb 2007	REBYX vs RGEAX
RSEAX	Russell Investments U.S. Strategic Equity Fund	Large Cap Blend Equities	44	10.13%	—	Aug 2012	REBYX vs RSEAX
RINYX	Russell Investments International Developed Market...	Foreign Large Cap Equities	33	8.88%	—	Mar 2000	REBYX vs RINYX
RFAYX	Russell Investments Investment Grade Bond Fund	Intermediate Core Bond	23	0.17%	—	Mar 2000	REBYX vs RFAYX
RTDYX	Russell Investments Multifactor U.S. Equity Fund	Large Cap Blend Equities	67	11.74%	—	Jul 2014	REBYX vs RTDYX
RMYYX	Russell Investments Multi-Strategy Income Fund	Diversified Portfolio	67	5.26%	—	Apr 2015	REBYX vs RMYYX
RALVX	Russell Investments LifePoints Growth Strategy Fun...	Diversified Portfolio	62	9.69%	—	Mar 1998	REBYX vs RALVX
RELVX	Russell Investments LifePoints Equity Growth Strat...	Diversified Portfolio	64	10.86%	—	Mar 1998	REBYX vs RELVX

Often Compared With REBYX

Investors most often compare REBYX with QQQI, EDOW, ^GSPC. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
QQQI	NEOS Nasdaq-100 High Income ETF	Nasdaq-100, Derivative Income	56	10.40%	13.32B	Jan 2024	REBYX vs QQQI
EDOW	First Trust Dow 30 Equal Weight ETF	Large Cap Blend Equities, Equal Weight	59	9.06%	311.09M	Aug 2017	REBYX vs EDOW
^GSPC	S&P 500 Index		71	9.79%	—	—	REBYX vs ^GSPC
RSP	Invesco S&P 500 Equal Weight ETF	S&P 500, Equal Weight	58	12.75%	96.24B	Apr 2003	REBYX vs RSP
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	24	7.71%	393.80B	Nov 2000	REBYX vs VIGAX
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	23	8.89%	—	Dec 1973	REBYX vs AGTHX
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.45%	783.21B	Jan 1993	REBYX vs SPY
IHI	iShares U.S. Medical Devices ETF	Health & Biotech Equities	3	-17.20%	3.14B	May 2006	REBYX vs IHI
SCHA	Schwab U.S. Small-Cap ETF	Small Cap Blend Equities	74	21.01%	23.26B	Nov 2009	REBYX vs SCHA
VGT	Vanguard Information Technology ETF	Technology Equities	57	22.94%	170.10B	Mar 2004	REBYX vs VGT
ACWX	iShares MSCI ACWI ex U.S. ETF	Foreign Large Cap Equities	57	12.00%	11.55B	Mar 2008	REBYX vs ACWX
RCLVX	Russell Investments LifePoints Conservative Strate...	Diversified Portfolio	50	2.59%	—	Mar 1998	REBYX vs RCLVX
RFCYX	Russell Investments Strategic Bond Fund	Intermediate Core-Plus Bond	21	0.09%	—	Jun 2005	REBYX vs RFCYX
RTHAX	Russell Investments Tax-Exempt High Yield Bond Fun...	High Yield Muni	82	3.22%	—	May 2015	REBYX vs RTHAX
RFBSX	Russell Investments Short Duration Bond Fund	Short-Term Bond	90	0.94%	—	Oct 1981	REBYX vs RFBSX
BIAWX	Brown Advisory Sustainable Growth Fund	Large Cap Growth Equities	5	5.99%	—	Jun 2012	REBYX vs BIAWX
REAYX	Russell Investments Equity Income Fund	Large Cap Value Equities	84	15.25%	—	Mar 2000	REBYX vs REAYX
AVUV	Avantis US Small Cap Value ETF	Small Cap Value Equities	78	22.32%	28.73B	Sep 2019	REBYX vs AVUV
BIGY.TO	Evolve US Equity UltraYield ETF	Derivative Income	—	-12.04%	—	Sep 2025	REBYX vs BIGY.TO
RBLVX	Russell Investments LifePoints Balanced Strategy F...	Diversified Portfolio	63	7.35%	—	Mar 1998	REBYX vs RBLVX

Compare REBYX with Any Fund or Stock

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

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Diversifiers

Pair REBYX with funds that move differently

Russell Investments U.S. Small Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to REBYX.

Explore REBYX Diversifiers

Russell Investments U.S. Small Cap Equity Fund (REBYX) Alternatives