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 | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | BSIVX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | BSIVX vs VSCIX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | BSIVX vs TISBX |
Best Risk-Adjusted Alternatives to BSIVX
BSIVX has a PortfoliosLab risk / return rank of 71. There are 63 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | BSIVX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | BSIVX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | BSIVX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | BSIVX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | BSIVX vs RYOTX |
Top Performing BSIVX Alternatives (YTD)
BSIVX is at 21.65% YTD. There are 54 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | BSIVX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | BSIVX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | BSIVX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | BSIVX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | BSIVX vs HASCX |
Lowest Volatility Alternatives to BSIVX
BSIVX has 19.71% 1-year volatility. There are 133 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | BSIVX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | BSIVX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | BSIVX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | BSIVX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | BSIVX vs BOSOX |
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% | 2.90B | Apr 2006 | BSIVX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | BSIVX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | BSIVX vs SSCDX |
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 | 30 | 11.26% | — | Sep 2021 | BSIVX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 9.77% | — | Jul 1993 | BSIVX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 13.03% | — | Dec 2012 | BSIVX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.39% | — | May 2011 | BSIVX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.90% | — | Dec 1991 | BSIVX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 28 | 1.80% | — | Aug 2005 | BSIVX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 64 | 11.89% | — | Jul 2010 | BSIVX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 69 | 43.67% | — | Apr 2000 | BSIVX vs BGSAX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 77 | 14.17% | — | Sep 1999 | BSIVX vs FAMRX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.45% | — | Oct 2007 | BSIVX vs FFANX |
Often Compared With BSIVX
Investors most often compare BSIVX with FSPSX, AUERX, VTCLX. These 15 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