Voya Index Plus SmallCap Portfolio (IPSIX) 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 IPSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IPSIX
IPSIX charges 0.60% annually. There are 34 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 | IPSIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | IPSIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | IPSIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | IPSIX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | IPSIX vs TISBX |
Best Risk-Adjusted Alternatives to IPSIX
IPSIX has a PortfoliosLab risk / return rank of 86. There are 9 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 | IPSIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | IPSIX vs WESCX | |
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | IPSIX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | IPSIX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | IPSIX vs GQSCX |
Top Performing IPSIX Alternatives (YTD)
IPSIX is at 22.86% YTD. There are 34 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.09% | — | Dec 1991 | IPSIX vs RYOTX | |
| Paradigm Micro-cap Fund | 39.35% | — | Dec 2007 | IPSIX vs PVIVX | |
| River Oak Discovery Fund | 33.08% | — | Jun 2005 | IPSIX vs RIVSX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.96% | — | Dec 2018 | IPSIX vs FTMSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | IPSIX vs WWSIX |
Lowest Volatility Alternatives to IPSIX
IPSIX has 17.46% 1-year volatility. There are 47 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 | IPSIX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | IPSIX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | IPSIX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | IPSIX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | IPSIX vs BOSOX |
Lowest Drawdown Alternatives to IPSIX
IPSIX has a 1-year max drawdown of -7.63%. No mutual funds in the Small Cap Blend Equities category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -7.82%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | IPSIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | IPSIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | IPSIX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | IPSIX vs BIAUX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | IPSIX 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 | IPSIX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 22 | 4.94% | — | May 2009 | IPSIX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 45 | 11.16% | — | Dec 2007 | IPSIX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 14 | 0.21% | — | Dec 1998 | IPSIX vs IIBAX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 39 | 1.19% | — | Sep 2015 | IPSIX vs ATLAX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 60 | 9.79% | — | Mar 2008 | IPSIX vs IIRLX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 58 | 9.76% | — | Jan 2006 | IPSIX vs IFTIX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IPSIX vs IMCDX | |
| Voya High Yield Portfolio | High Yield Bonds | 47 | 1.40% | — | May 2004 | IPSIX vs IPHYX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 94 | 17.94% | — | May 2009 | IPSIX vs IRVIX |
Often Compared With IPSIX
Investors most often compare IPSIX with FSCEX, DISSX, FSCTX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare IPSIX with Any Fund or Stock
Compare IPSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IPSIX with funds that move differently
Voya Index Plus SmallCap Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IPSIX.
Explore IPSIX Diversifiers