Brown Advisory Sustainable Small-Cap Core Fund (BIAYX) 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 BIAYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BIAYX
BIAYX charges 1.08% annually. There are 106 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 | BIAYX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | BIAYX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | BIAYX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | BIAYX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | BIAYX vs TISBX |
Best Risk-Adjusted Alternatives to BIAYX
BIAYX has a PortfoliosLab risk / return rank of 46. There are 141 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | BIAYX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | BIAYX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | BIAYX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | BIAYX vs IPSIX | |
| Auer Growth Fund | 91 | — | Dec 2007 | BIAYX vs AUERX |
Top Performing BIAYX Alternatives (YTD)
BIAYX is at 16.68% YTD. There are 119 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 33.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 33.64% | — | Dec 2007 | BIAYX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | BIAYX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | BIAYX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | BIAYX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.31% | — | Apr 1997 | BIAYX vs WESCX |
Lowest Volatility Alternatives to BIAYX
BIAYX has 17.60% 1-year volatility. There are 66 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.40% | — | Feb 2017 | BIAYX vs CSMDX | |
| DFA International Small Company Portfolio | 14.45% | 16.04B | Sep 1996 | BIAYX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | BIAYX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | BIAYX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.92% | — | Sep 2011 | BIAYX vs FTHNX |
Lowest Drawdown Alternatives to BIAYX
BIAYX has a 1-year max drawdown of -11.02%. There are 120 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 | BIAYX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | BIAYX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | BIAYX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | BIAYX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | BIAYX vs BIAUX |
Other Mutual Funds from Brown Advisory
The 10 most viewed Brown Advisory mutual funds shown here include BAFWX, BIAWX, BIAEX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brown Advisory Sustainable Growth Fund Institution... | Large Cap Growth Equities | 5 | 4.69% | — | Jun 2012 | BIAYX vs BAFWX | |
| Brown Advisory Sustainable Growth Fund | Large Cap Growth Equities | 5 | 4.58% | — | Jun 2012 | BIAYX vs BIAWX | |
| Brown Advisory Tax Exempt Bond Fund | Municipal Bonds | 73 | 0.15% | — | Jun 2012 | BIAYX vs BIAEX | |
| Brown Advisory - WMC Strategic European Equity Fun... | Europe Equities | 25 | 4.98% | — | Oct 2013 | BIAYX vs BIAHX | |
| Brown Advisory Flexible Equity Fund | Large Cap Growth Equities | 18 | 6.44% | — | Nov 2006 | BIAYX vs BIAFX | |
| Brown Advisory Growth Equity Fund | Large Cap Growth Equities | 3 | 6.56% | — | Jun 1999 | BIAYX vs BIAGX | |
| Brown Advisory Small-Cap Growth Fund | Small Cap Growth Equities | 34 | 15.98% | — | Jun 1999 | BIAYX vs BIASX | |
| Brown Advisory Tax-Exempt Sustainable Bond Fund | Municipal Bonds | 74 | 0.28% | — | Dec 2019 | BIAYX vs BITEX | |
| Brown Advisory - Beutel Goodman Large-Cap Value Fu... | Large Cap Value Equities | 63 | 13.85% | — | Feb 2018 | BIAYX vs BVALX | |
| Brown Advisory Mortgage Securities Fund | Government Bonds | 30 | -0.07% | — | Dec 2013 | BIAYX vs BIAZX |
Often Compared With BIAYX
Investors most often compare BIAYX with MOPIX, HDPSX, SSCDX. These 10 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | Small Cap Blend Equities | 90 | 25.97% | — | Jan 1987 | BIAYX vs MOPIX | |
| Hodges Small Cap Fund | Small Cap Blend Equities | 72 | 27.34% | — | Dec 2007 | BIAYX vs HDPSX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 68 | 17.23% | — | Mar 2015 | BIAYX vs SSCDX | |
| DWS Small Cap Core Fund | Small Cap Blend Equities | 26 | 10.96% | — | Jul 2000 | BIAYX vs SSLCX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 81 | 27.65% | — | Dec 2001 | BIAYX vs HASCX | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 84 | 19.29% | — | May 2010 | BIAYX vs NINLX | |
| Boston Trust Small Cap Fund | Small Cap Blend Equities | 27 | 13.51% | — | — | BIAYX vs BOSOX | |
| Vanguard Small-Cap Index Fund Admiral Shares | Small Cap Blend Equities | 66 | 15.44% | 188.20B | Nov 2000 | BIAYX vs VSMAX | |
| Fidelity Series Small Cap Opportunities Fund | Small Cap Blend Equities | 85 | 21.27% | — | Mar 2007 | BIAYX vs FSOPX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | Small Cap Blend Equities | 44 | 22.38% | — | Dec 2018 | BIAYX vs FTMSX |
Compare BIAYX with Any Fund or Stock
Compare BIAYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BIAYX with funds that move differently
Brown Advisory Sustainable Small-Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BIAYX.
Explore BIAYX Diversifiers