BlackRock Small Cap Index V.I. Fund (BSIVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BSIVX
BSIVX charges 0.21% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among BSIVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | BSIVX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | BSIVX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | BSIVX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | BSIVX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | BSIVX vs VSMAX |
Best Risk-Adjusted Alternatives to BSIVX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | BSIVX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | BSIVX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | BSIVX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | BSIVX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | BSIVX vs PRSVX |
Top Performing BSIVX Alternatives (YTD)
BSIVX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | BSIVX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | BSIVX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | BSIVX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | BSIVX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | BSIVX vs RIVSX |
Lowest Volatility Alternatives to BSIVX
BSIVX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | BSIVX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | BSIVX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | BSIVX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | BSIVX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | BSIVX vs CSMDX |
Lowest Drawdown Alternatives to BSIVX
BSIVX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | BSIVX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | BSIVX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | BSIVX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | BSIVX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | BSIVX vs BOSOX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
Often Compared With BSIVX
What investors most often compare with BSIVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | BSIVX vs FSPSX |
Compare BSIVX with Any Fund or Stock
Compare BSIVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.