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 a closer substitute for your current allocation.
Cheapest Alternatives to BSVSX
BSVSX charges 1.50% annually. There are 159 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 | BSVSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | BSVSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | BSVSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | BSVSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | BSVSX vs VSMAX |
Best Risk-Adjusted Alternatives to BSVSX
BSVSX has a PortfoliosLab risk / return rank of 5. There are 173 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 | BSVSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | BSVSX vs WESCX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 92 | — | Nov 2017 | BSVSX vs GQSCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | BSVSX vs MOPIX | |
| Voya Index Plus SmallCap Portfolio | 89 | — | Dec 1997 | BSVSX vs IPSIX |
Top Performing BSVSX Alternatives (YTD)
BSVSX is at 2.93% YTD. There are 173 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 | BSVSX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.00% | — | Dec 1991 | BSVSX vs RYOTX | |
| Keeley Small Cap Fund Class Institutional | 31.05% | — | Apr 1997 | BSVSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 30.86% | — | Apr 1997 | BSVSX vs WESCX | |
| River Oak Discovery Fund | 30.82% | — | Jun 2005 | BSVSX vs RIVSX |
Lowest Volatility Alternatives to BSVSX
BSVSX has 20.92% 1-year volatility. There are 161 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 | BSVSX vs HFCGX | |
| DFA International Small Company Portfolio | 14.32% | 15.72B | Sep 1996 | BSVSX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.44% | — | Feb 2017 | BSVSX vs CSMDX | |
| DWS Small Cap Core Fund | 14.95% | — | Jul 2000 | BSVSX vs SSLCX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 15.03% | — | Sep 2011 | BSVSX vs FTHSX |
Lowest Drawdown Alternatives to BSVSX
BSVSX has a 1-year max drawdown of -17.49%. There are 172 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 | BSVSX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | BSVSX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | BSVSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | BSVSX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | BSVSX vs SSCDX |
Other Mutual Funds from Baird
The 10 most viewed Baird mutual funds shown here include BCOIX, BAGIX, BIMIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 27 | 0.30% | — | Sep 2000 | BSVSX vs BCOIX | |
| Baird Aggregate Bond Fund Class I | Total Bond Market | 24 | 0.25% | — | Sep 2000 | BSVSX vs BAGIX | |
| Baird Intermediate Bond Fund Class Institutional | Intermediate Core Bond | 28 | 0.08% | — | Sep 2000 | BSVSX vs BIMIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 27 | 0.25% | — | Sep 2000 | BSVSX vs BCOSX | |
| Baird Short-Term Bond Fund Institutional Class | Short-Term Bond | 94 | 1.17% | — | Aug 2004 | BSVSX vs BSBIX | |
| Baird Strategic Municipal Bond Fund | Municipal Bonds | 89 | 1.56% | — | Nov 2019 | BSVSX vs BSNSX | |
| Baird Aggregate Bond Fund | Intermediate Core Bond | 22 | 0.11% | — | Sep 2000 | BSVSX vs BAGSX | |
| Baird Intermediate Bond Fund | Intermediate Core Bond | 34 | 0.29% | — | Sep 2000 | BSVSX vs BIMSX | |
| Baird Ultra Short Bond Fund | Ultrashort Bond | 100 | 1.91% | — | Dec 2013 | BSVSX vs BUBSX | |
| Baird Ultra Short Bond Fund Institutional Class | Ultrashort Bond | 100 | 1.69% | — | Dec 2013 | BSVSX vs BUBIX |
Often Compared With BSVSX
Investors most often compare BSVSX with SCHJ, VBR, BMDSX. These 16 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare BSVSX with Any Fund or Stock
Compare BSVSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BSVSX with funds that move differently
Baird Equity Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BSVSX.
Explore BSVSX Diversifiers