VY JPMorgan Small Cap Core Equity Portfolio (IJSSX) 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 IJSSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IJSSX
IJSSX charges 1.11% annually. There are 112 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 | IJSSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | IJSSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | IJSSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | IJSSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | IJSSX vs VSMAX |
Best Risk-Adjusted Alternatives to IJSSX
IJSSX has a PortfoliosLab risk / return rank of 31. There are 143 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 | IJSSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | IJSSX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | IJSSX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | IJSSX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | IJSSX vs GQSCX |
Top Performing IJSSX Alternatives (YTD)
IJSSX is at 15.67% YTD. There are 137 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 41.31% | — | Dec 2007 | IJSSX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | IJSSX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | IJSSX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | IJSSX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | IJSSX vs FTMSX |
Lowest Volatility Alternatives to IJSSX
IJSSX has 18.13% 1-year volatility. There are 88 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | IJSSX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | IJSSX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | IJSSX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | IJSSX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | IJSSX vs BOSOX |
Lowest Drawdown Alternatives to IJSSX
IJSSX has a 1-year max drawdown of -11.31%. There are 132 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 | IJSSX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | IJSSX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | IJSSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | IJSSX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | IJSSX vs SSCDX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include LEXCX, IRLNX, IEDAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 70 | 24.02% | — | Nov 1935 | IJSSX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 23 | 5.60% | — | May 2009 | IJSSX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 44 | 11.42% | — | Dec 2007 | IJSSX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 13 | 0.10% | — | Dec 1998 | IJSSX vs IIBAX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 38 | 1.07% | — | Sep 2015 | IJSSX vs ATLAX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 62 | 10.26% | — | Mar 2008 | IJSSX vs IIRLX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 58 | 9.87% | — | Jan 2006 | IJSSX vs IFTIX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IJSSX vs IMCDX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 93 | 18.13% | — | May 2009 | IJSSX vs IRVIX | |
| Voya High Yield Portfolio | High Yield Bonds | 43 | 1.29% | — | May 2004 | IJSSX vs IPHYX |
Often Compared With IJSSX
Investors most often compare IJSSX with VOO, HASCX, AZBIX. These 19 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare IJSSX with Any Fund or Stock
Compare IJSSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IJSSX with funds that move differently
VY JPMorgan Small Cap Core Equity Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IJSSX.
Explore IJSSX Diversifiers