REBYX vs. BIGY.TO

Last updated Jun 4, 2026

REBYX (Russell Investments U.S. Small Cap Equity Fund) and BIGY.TO (Evolve US Equity UltraYield ETF) are both funds - REBYX is a Small Cap Blend Equities fund managed by Russell, while BIGY.TO is a Large Cap Blend Equities fund actively managed by Evolve. A 0.56 correlation means they provide meaningful diversification when combined. REBYX charges 0.90%/yr vs 0.40%/yr for BIGY.TO.

Performance

REBYX vs. BIGY.TO - Performance Comparison

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

Different Trading Currencies

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

Returns By Period

In the year-to-date period, REBYX achieves a 17.23% return, which is significantly higher than BIGY.TO's -4.90% return.

REBYX

• 1D: 0.47%
• 1M: 4.17%
• YTD: 17.23%
• 6M: 16.82%
• 1Y: 36.24%
• 3Y*: 15.12%
• 5Y*: 6.27%
• 10Y*: 9.36%

BIGY.TO

• 1D: -2.67%
• 1M: -2.70%
• YTD: -4.90%
• 6M: -5.63%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

REBYX vs. BIGY.TO - Yearly Performance Comparison

	2026 (YTD)	2025
REBYX Russell Investments U.S. Small Cap Equity Fund	17.23%	4.66%
BIGY.TO Evolve US Equity UltraYield ETF	-4.90%	1.65%

Correlation

The correlation between REBYX and BIGY.TO is 0.56, 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 11, 2025	0.56

Return for Risk

REBYX vs. BIGY.TO — Risk / Return Rank

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

REBYX

REBYX Risk / Return Rank: 64
REBYX Sharpe Ratio Rank: 54
REBYX Sortino Ratio Rank: 54
REBYX Omega Ratio Rank: 47
REBYX Calmar Ratio Rank: 87
REBYX Martin Ratio Rank: 78

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.

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

This table presents a comparison of risk-adjusted performance metrics for Russell Investments U.S. Small Cap Equity Fund (REBYX) and Evolve US Equity UltraYield ETF (BIGY.TO). 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.

	REBYX	BIGY.TO	Difference
Sharpe ratio Return per unit of total volatility	2.17	—	—
Sortino ratio Return per unit of downside risk	3.09	—	—
Omega ratio Gain probability vs. loss probability	1.37	—	—
Calmar ratio Return relative to maximum drawdown	4.23	—	—
Martin ratio Return relative to average drawdown	14.63	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	REBYX	BIGY.TO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.17	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.28	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.40	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.34	-0.15	+0.49

Drawdowns

REBYX vs. BIGY.TO - Drawdown Comparison

The maximum REBYX drawdown since its inception was -62.03%, which is greater than BIGY.TO's maximum drawdown of -27.68%. Use the drawdown chart below to compare losses from any high point for REBYX and BIGY.TO.

Drawdown Indicators

	REBYX	BIGY.TO	Difference
Max Drawdown Largest peak-to-trough decline	-62.03%	-27.68%	-34.35%
Max Drawdown (1Y) Largest decline over 1 year	-9.16%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-32.68%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-32.68%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-44.79%	—	—
Current Drawdown Current decline from peak	-0.23%	-13.33%	+13.10%
Average Drawdown Average peak-to-trough decline	-11.18%	-10.57%	-0.61%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.65%	—	—

Volatility

Volatility by Period

	REBYX	BIGY.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.06%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.42%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	17.84%	30.13%	-12.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.76%	30.13%	-7.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.53%	30.13%	-6.60%

REBYX vs. BIGY.TO - Expense Ratio Comparison

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

Dividends

REBYX vs. BIGY.TO - Dividend Comparison

REBYX's dividend yield for the trailing twelve months is around 7.06%, less than BIGY.TO's 28.15% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BIGY.TO Evolve US Equity UltraYield ETF	28.15%	9.53%	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	7.06%	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 REBYX and BIGY.TO in my portfolio?

REBYX and BIGY.TO have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.