Baird Equity Opportunity Fund (BSVSX) Alternatives
Baird Equity Opportunity Fund (BSVSX) 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 BSVSX. 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 BSVSX
BSVSX charges 1.50% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among BSVSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | BSVSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | BSVSX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | BSVSX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | BSVSX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | BSVSX vs TISBX |
Best Risk-Adjusted Alternatives to BSVSX
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 | BSVSX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | BSVSX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | BSVSX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | BSVSX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | BSVSX vs PRSVX |
Top Performing BSVSX Alternatives (YTD)
BSVSX 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 | BSVSX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | BSVSX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | BSVSX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | BSVSX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | BSVSX vs RIVSX |
Lowest Volatility Alternatives to BSVSX
BSVSX 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 | BSVSX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | BSVSX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | BSVSX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | BSVSX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | BSVSX vs CSMDX |
Lowest Drawdown Alternatives to BSVSX
BSVSX 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 | BSVSX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | BSVSX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | BSVSX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | BSVSX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | BSVSX vs BOSOX |
Other Mutual Funds from Baird
Most popular Baird mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Baird Aggregate Bond Fund Class I | Total Bond Market | 59 | -0.26% | Sep 29, 2000 | BSVSX vs BAGIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 65 | -0.36% | Sep 29, 2000 | BSVSX vs BCOIX | |
| Baird Intermediate Bond Fund Class Institutional | Intermediate Core Bond | 81 | -0.53% | Sep 29, 2000 | BSVSX vs BIMIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 60 | -0.40% | Sep 29, 2000 | BSVSX vs BCOSX | |
| Baird Strategic Municipal Bond Fund | Municipal Bonds | 82 | 0.05% | Nov 14, 2019 | BSVSX vs BSNSX | |
| Baird Aggregate Bond Fund | Intermediate Core Bond | 55 | -0.31% | Sep 29, 2000 | BSVSX vs BAGSX | |
| Baird Short-Term Bond Fund Institutional Class | Short-Term Bond | 98 | 0.27% | Aug 31, 2004 | BSVSX vs BSBIX | |
| Baird Ultra Short Bond Fund | Ultrashort Bond | 100 | 0.70% | Dec 31, 2013 | BSVSX vs BUBSX | |
| Baird Intermediate Bond Fund | Intermediate Core Bond | 84 | -0.32% | Sep 29, 2000 | BSVSX vs BIMSX | |
| Baird Mid Cap Growth Fund | Mid Cap Growth Equities | 20 | -5.21% | Dec 29, 2000 | BSVSX vs BMDSX |
Often Compared With BSVSX
What investors most often compare with BSVSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Small-Cap Value ETF | Small Cap Value Equities | 58 | 3.17% | Jan 26, 2004 | BSVSX vs VBR | |
| Schwab 1-5 Year Corporate Bond ETF | Corporate Bonds | 94 | 0.07% | Oct 10, 2019 | BSVSX vs SCHJ | |
| Vanguard Small-Cap Index Fund Admiral Shares | Small Cap Blend Equities | 37 | -1.21% | Nov 13, 2000 | BSVSX vs VSMAX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | BSVSX vs TNVIX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 69 | 3.52% | Mar 31, 2015 | BSVSX vs SSCDX |
Compare BSVSX with Any Fund or Stock
Compare BSVSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.