BlackRock Small Cap Index V.I. Fund (BSIVX) 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 BSIVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BSIVX
BSIVX charges 0.21% annually. There are 17 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 | BSIVX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | BSIVX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | BSIVX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.63B | May 1997 | BSIVX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 188.20B | Nov 2000 | BSIVX vs VSMAX |
Best Risk-Adjusted Alternatives to BSIVX
BSIVX has a PortfoliosLab risk / return rank of 69. There are 66 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 | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | BSIVX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | BSIVX vs WESCX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 92 | — | Nov 2017 | BSIVX vs GQSCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | BSIVX vs MOPIX | |
| Voya Index Plus SmallCap Portfolio | 89 | — | Dec 1997 | BSIVX vs IPSIX |
Top Performing BSIVX Alternatives (YTD)
BSIVX is at 20.47% YTD. There are 88 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 39.95% | — | Dec 2007 | BSIVX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.00% | — | Dec 1991 | BSIVX vs RYOTX | |
| Keeley Small Cap Fund Class Institutional | 31.05% | — | Apr 1997 | BSIVX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 30.86% | — | Apr 1997 | BSIVX vs WESCX | |
| River Oak Discovery Fund | 30.82% | — | Jun 2005 | BSIVX vs RIVSX |
Lowest Volatility Alternatives to BSIVX
BSIVX has 19.33% 1-year volatility. There are 127 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.81% | — | Nov 1996 | BSIVX vs HFCGX | |
| DFA International Small Company Portfolio | 14.32% | 15.78B | Sep 1996 | BSIVX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.44% | — | Feb 2017 | BSIVX vs CSMDX | |
| DWS Small Cap Core Fund | 14.95% | — | Jul 2000 | BSIVX vs SSLCX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 15.03% | — | Sep 2011 | BSIVX vs FTHSX |
Lowest Drawdown Alternatives to BSIVX
BSIVX has a 1-year max drawdown of -11.02%. There are 118 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 | BSIVX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | BSIVX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | BSIVX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.92B | Dec 1981 | BSIVX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | BSIVX vs BIAUX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 28 | 12.88% | — | Sep 2021 | BSIVX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 57 | 10.73% | — | Jul 1993 | BSIVX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 95 | 11.04% | — | Dec 2012 | BSIVX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 55 | 11.52% | — | May 2011 | BSIVX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 67 | 10.97% | — | Dec 1991 | BSIVX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 50 | 9.95% | — | Jul 2010 | BSIVX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 36 | 6.21% | — | Aug 2005 | BSIVX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 29 | 26.29% | — | Apr 2000 | BSIVX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 73 | 6.93% | — | Oct 2007 | BSIVX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 65 | 12.98% | — | Sep 1999 | BSIVX vs FAMRX |
Often Compared With BSIVX
Investors most often compare BSIVX with FSPSX, AUERX, VTCLX. These 19 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare BSIVX with Any Fund or Stock
Compare BSIVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BSIVX with funds that move differently
BlackRock Small Cap Index V.I. Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BSIVX.
Explore BSIVX Diversifiers