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% | 7.51B | May 1997 | BSIVX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | BSIVX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | BSIVX vs VSMAX |
Best Risk-Adjusted Alternatives to BSIVX
BSIVX has a PortfoliosLab risk / return rank of 63. There are 58 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | BSIVX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | BSIVX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | BSIVX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | BSIVX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | BSIVX vs WWSIX |
Top Performing BSIVX Alternatives (YTD)
BSIVX is at 18.59% YTD. There are 40 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | BSIVX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | BSIVX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | BSIVX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | BSIVX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | BSIVX vs MOPIX |
Lowest Volatility Alternatives to BSIVX
BSIVX has 19.10% 1-year volatility. There are 132 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | BSIVX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | BSIVX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | BSIVX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | BSIVX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | 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% | 2.80B | Apr 2006 | BSIVX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | 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 NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | BSIVX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | BSIVX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | BSIVX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | BSIVX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | BSIVX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | BSIVX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | BSIVX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | BSIVX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | BSIVX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | BSIVX vs ASFYX |
Often Compared With BSIVX
Investors most often compare BSIVX with FSPSX, CAMSX, WEMMX. These 12 comparison targets span 3 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