BIGY.TO vs. REBYX

Last updated Jun 16, 2026

BIGY.TO (Evolve US Equity UltraYield ETF) and REBYX (Russell Investments U.S. Small Cap Equity Fund) are both funds - BIGY.TO is a Large Cap Blend Equities fund actively managed by Evolve, while REBYX is a Small Cap Blend Equities fund managed by Russell. A 0.54 correlation means they provide meaningful diversification when combined. BIGY.TO charges 0.40%/yr vs 0.90%/yr for REBYX.

Performance

BIGY.TO vs. REBYX - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Evolve US Equity UltraYield ETF (BIGY.TO) and Russell Investments U.S. Small Cap Equity Fund (REBYX). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

BIGY.TO is traded in CAD, while REBYX is traded in USD. To make them comparable, the REBYX values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, BIGY.TO achieves a -8.43% return, which is significantly lower than REBYX's 22.43% return.

BIGY.TO

• 1D: 1.30%
• 1M: -8.27%
• YTD: -8.43%
• 6M: -9.26%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

REBYX

• 1D: 1.20%
• 1M: 8.86%
• YTD: 22.43%
• 6M: 19.73%
• 1Y: 43.31%
• 3Y*: 16.49%
• 5Y*: 9.43%
• 10Y*: 10.71%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BIGY.TO vs. REBYX - Yearly Performance Comparison

	2026 (YTD)	2025
BIGY.TO Evolve US Equity UltraYield ETF	-8.43%	-1.05%
REBYX Russell Investments U.S. Small Cap Equity Fund	22.43%	3.75%

Correlation

The correlation between BIGY.TO and REBYX is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 10, 2025	0.54

Return for Risk

BIGY.TO vs. REBYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BIGY.TO

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

REBYX

REBYX Risk / Return Rank: 73
REBYX Sharpe Ratio Rank: 67
REBYX Sortino Ratio Rank: 67
REBYX Omega Ratio Rank: 55
REBYX Calmar Ratio Rank: 90
REBYX Martin Ratio Rank: 86

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BIGY.TO vs. REBYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Evolve US Equity UltraYield ETF (BIGY.TO) and Russell Investments U.S. Small Cap Equity Fund (REBYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BIGY.TO	REBYX	Difference
Sharpe ratio: Return per unit of total volatility	—	2.12	—
Sortino ratio: Return per unit of downside risk	—	3.03	—
Omega ratio: Gain probability vs. loss probability	—	1.36	—
Calmar ratio: Return relative to maximum drawdown	—	4.57	—
Martin ratio: Return relative to average drawdown	—	15.84	—

Drawdowns

BIGY.TO vs. REBYX - Drawdown Comparison

The maximum BIGY.TO drawdown since its inception was -27.81%, smaller than the maximum REBYX drawdown of -54.91%. Use the drawdown chart below to compare losses from any high point for BIGY.TO and REBYX.

Drawdown Indicators

	BIGY.TO	REBYX	Difference
Max Drawdown Largest peak-to-trough decline	-27.81%	-54.91%	+27.10%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.78%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-33.02%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-33.02%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-39.92%	—
Current Drawdown Current decline from peak	-17.86%	0.00%	-17.86%
Average Drawdown Average peak-to-trough decline	-11.51%	-11.72%	+0.21%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.54%	—

Volatility

Volatility by Period

	BIGY.TO	REBYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	6.21%	—
Volatility (6M) Calculated over the trailing 6-month period	—	13.60%	—
Volatility (1Y) Calculated over the trailing 1-year period	29.01%	18.88%	+10.13%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.01%	23.49%	+5.52%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.01%	24.27%	+4.74%

BIGY.TO vs. REBYX - Expense Ratio Comparison

BIGY.TO has a 0.40% expense ratio, which is lower than REBYX's 0.90% expense ratio.

Dividends

BIGY.TO vs. REBYX - Dividend Comparison

BIGY.TO's dividend yield for the trailing twelve months is around 29.66%, more than REBYX's 6.90% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BIGY.TO Evolve US Equity UltraYield ETF	29.66%	9.54%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
REBYX Russell Investments U.S. Small Cap Equity Fund	6.90%	8.28%	13.03%	2.64%	5.30%	31.12%	0.64%	4.46%	18.61%	0.33%	0.88%	8.23%

Frequently Asked Questions

Can I hold both BIGY.TO and REBYX in my portfolio?

BIGY.TO and REBYX have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.