Eaton Vance Tax-Managed Small-Cap Fund (ETMGX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ETMGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ETMGX
ETMGX charges 1.11% annually. There are 86 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | ETMGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | ETMGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | ETMGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | ETMGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | ETMGX vs VISGX |
Best Risk-Adjusted Alternatives to ETMGX
ETMGX has a PortfoliosLab risk / return rank of 4. There are 152 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | ETMGX vs NESIX | |
| Driehaus Micro Cap Growth Fund | 90 | — | Nov 2013 | ETMGX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | ETMGX vs DSCIX | |
| Needham Small Cap Growth Fund | 90 | — | May 2002 | ETMGX vs NESGX | |
| Hood River Small-Cap Growth Fund | 88 | — | Jan 2003 | ETMGX vs HRSMX |
Top Performing ETMGX Alternatives (YTD)
ETMGX is at 7.18% YTD. There are 146 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 71.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 71.25% | — | Dec 2016 | ETMGX vs NESIX | |
| Needham Small Cap Growth Fund | 70.70% | — | May 2002 | ETMGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 50.79% | — | Dec 2016 | ETMGX vs NEAIX | |
| Needham Aggressive Growth Fund | 50.50% | — | Sep 2001 | ETMGX vs NEAGX | |
| Oberweis Micro Cap Fund | 46.88% | — | Dec 1995 | ETMGX vs OBMCX |
Lowest Volatility Alternatives to ETMGX
ETMGX has 16.35% 1-year volatility. There are 3 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | ETMGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | ETMGX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.29% | — | Jan 1997 | ETMGX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | ETMGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.37% | — | Jul 1999 | ETMGX vs NBGIX |
Lowest Drawdown Alternatives to ETMGX
ETMGX has a 1-year max drawdown of -13.14%. There are 71 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | ETMGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | ETMGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | ETMGX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | ETMGX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | ETMGX vs RFIMX |
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 | 38 | 14.88% | — | Sep 2021 | ETMGX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 10.85% | — | Jul 1993 | ETMGX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | ETMGX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 63 | 12.04% | — | May 2011 | ETMGX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 74 | 11.53% | — | Dec 1991 | ETMGX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.30% | — | Jul 2010 | ETMGX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 39 | 6.19% | — | Aug 2005 | ETMGX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 49 | 34.92% | — | Apr 2000 | ETMGX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 77 | 7.24% | — | Oct 2007 | ETMGX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 73 | 13.68% | — | Sep 1999 | ETMGX vs FAMRX |
Often Compared With ETMGX
Investors most often compare ETMGX with VVSGX, LMOIX, MISGX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare ETMGX with Any Fund or Stock
Compare ETMGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ETMGX with funds that move differently
Eaton Vance Tax-Managed Small-Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ETMGX.
Explore ETMGX Diversifiers