LSVQX Alternatives & Similar Mutual Funds

LSV Small Cap Value Fund (LSVQX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LSVQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to LSVQX

LSVQX charges 0.83% annually. There are 27 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
FISVX	Fidelity Small Cap Value Index Fund	0.05%	—	Jul 2019	LSVQX vs FISVX
VSIIX	Vanguard Small-Cap Value Index Fund Institutional ...	0.06%	—	Dec 1999	LSVQX vs VSIIX
VSIAX	Vanguard Small-Cap Value Index Fund Admiral Shares	0.07%	67.80B	Sep 2011	LSVQX vs VSIAX
VRTVX	Vanguard Russell 2000 Value Index Fund Institution...	0.08%	—	Jul 2012	LSVQX vs VRTVX
VSMVX	Vanguard S&P Small-Cap 600 Value Index Fund Instit...	0.08%	—	Nov 2014	LSVQX vs VSMVX

Best Risk-Adjusted Alternatives to LSVQX

LSVQX has a PortfoliosLab risk / return rank of 85. There are 33 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
MMEYX	Victory Integrity Discovery Fund	95	—	Dec 1996	LSVQX vs MMEYX
TASCX	Third Avenue Small Cap Value Fund	94	—	Apr 1997	LSVQX vs TASCX
AVALX	Aegis Value Fund Class I	94	—	May 1998	LSVQX vs AVALX
RYSEX	Royce Special Equity Fund	94	—	May 1998	LSVQX vs RYSEX
TASVX	PGIM Quant Solutions Small-Cap Value Fund	93	—	Jan 1993	LSVQX vs TASVX

Top Performing LSVQX Alternatives (YTD)

LSVQX is at 21.19% YTD. There are 56 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.52%.

Symbol	Name	YTD Return	AUM	Inception
MMEYX	Victory Integrity Discovery Fund	35.52%	—	Dec 1996	LSVQX vs MMEYX
DHSIX	Diamond Hill Small Cap Fund Class I	28.15%	—	Dec 2000	LSVQX vs DHSIX
DHSCX	Diamond Hill Small Cap Fund	27.91%	—	Dec 2000	LSVQX vs DHSCX
SSCVX	Columbia Select Small Cap Value Fund	27.34%	—	Apr 1997	LSVQX vs SSCVX
RYSEX	Royce Special Equity Fund	27.23%	—	May 1998	LSVQX vs RYSEX

Lowest Volatility Alternatives to LSVQX

LSVQX has 15.17% 1-year volatility. There are 13 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.52%.

Symbol	Name	Volatility 1Y	AUM	Inception
PVCMX	Palm Valley Capital Fund Investor Class	4.52%	—	Apr 2019	LSVQX vs PVCMX
TASCX	Third Avenue Small Cap Value Fund	14.05%	—	Apr 1997	LSVQX vs TASCX
VESMX	VELA Small Cap Fund	14.28%	—	Sep 2020	LSVQX vs VESMX
ARSMX	AMG River Road Small-Mid Cap Value Fund	14.41%	—	Mar 2007	LSVQX vs ARSMX
USBNX	Pear Tree Polaris Small Cap Fund	14.43%	—	Aug 1992	LSVQX vs USBNX

Lowest Drawdown Alternatives to LSVQX

LSVQX has a 1-year max drawdown of -8.48%. There are 16 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PVCMX	Palm Valley Capital Fund Investor Class	-2.81%	—	Apr 2019	LSVQX vs PVCMX
TASCX	Third Avenue Small Cap Value Fund	-6.29%	—	Apr 1997	LSVQX vs TASCX
PMJIX	PIMCO RAE US Small Fund	-7.62%	—	Jun 2015	LSVQX vs PMJIX
PMJAX	PIMCO RAE US Small Fund Class A	-7.66%	—	Jun 2015	LSVQX vs PMJAX
TSLTX	Transamerica Small Cap Value	-7.73%	—	Jan 2003	LSVQX vs TSLTX

Other Mutual Funds from LSV

The 4 most viewed LSV mutual funds shown here include LSVEX, LSVVX, LVAGX and span 3 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
LSVEX	LSV Value Equity Fund	Large Cap Value Equities	95	19.33%	—	Mar 1999	LSVQX vs LSVEX
LSVVX	LSV Conservative Value Equity Fund	Large Cap Value Equities	97	20.59%	—	Mar 2007	LSVQX vs LSVVX
LVAGX	LSV Global Value Fund	Global Equities	97	24.67%	—	Jun 2014	LSVQX vs LVAGX
LVAZX	LSV Emerging Markets Equity Fund	Emerging Markets Equities	86	24.39%	—	Jan 2019	LSVQX vs LVAZX

Often Compared With LSVQX

Investors most often compare LSVQX with AVUV, DFAS, IUSV. These 19 comparison targets span 13 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AVUV	Avantis US Small Cap Value ETF	Small Cap Value Equities	91	23.62%	30.19B	Sep 2019	LSVQX vs AVUV
DFAS	Dimensional U.S. Small Cap ETF	Small Cap Blend Equities	75	16.93%	15.31B	Jun 2021	LSVQX vs DFAS
IUSV	iShares Core S&P U.S. Value ETF	Large Cap Value Equities	85	10.38%	27.22B	Jul 2000	LSVQX vs IUSV
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	LSVQX vs VOO
FDGRX	Fidelity Growth Company Fund	Large Cap Growth Equities	49	15.01%	—	Jan 1983	LSVQX vs FDGRX
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	LSVQX vs SPY
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.03%	104.16B	Oct 2011	LSVQX vs SCHD
ACWD.L	SPDR MSCI All Country World UCITS ETF	Global Equities	71	9.88%	19.23B	May 2011	LSVQX vs ACWD.L
AVLV	Avantis U.S. Large Cap Value ETF	Large Cap Value Equities	95	22.36%	17.85B	Sep 2021	LSVQX vs AVLV
MLAIX	NYLI Winslow Large Cap Growth Fund Class I	Large Cap Growth Equities	5	-0.52%	—	Apr 2005	LSVQX vs MLAIX
FIFGX	Fidelity SAI Inflation-Focused	Commodities	79	42.94%	—	Dec 2018	LSVQX vs FIFGX
TMCGX	Thrivent Mid Cap Growth Fund	Mid Cap Growth Equities	10	9.23%	—	Feb 2020	LSVQX vs TMCGX
BEXIX	Baron Emerging Markets Fund	Emerging Markets Equities	31	10.61%	—	Dec 2010	LSVQX vs BEXIX
LZEMX	Lazard Emerging Markets Equity Portfolio	Emerging Markets Equities	94	24.10%	—	Jul 1994	LSVQX vs LZEMX
PCLIX	PIMCO CommoditiesPLUS Strategy Fund	Commodities	72	34.31%	—	May 2010	LSVQX vs PCLIX
NOIEX	Northern Income Equity Fund	Large Cap Value Equities, Dividend, Actively Managed	78	12.25%	—	Apr 1994	LSVQX vs NOIEX
AEPFX	American Funds EUPAC Fund Class F-2	Foreign Large Cap Equities	48	9.52%	—	Aug 2008	LSVQX vs AEPFX
JMIEX	JPMorgan Emerging Markets Equity Fund	Emerging Markets Equities	76	21.06%	—	Nov 1993	LSVQX vs JMIEX
UMBMX	Carillon Scout Mid Cap Fund	Mid Cap Blend Equities	58	13.33%	—	Oct 2006	LSVQX vs UMBMX

Compare LSVQX with Any Fund or Stock

Compare LSVQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair LSVQX with funds that move differently

LSV Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LSVQX.

Explore LSVQX Diversifiers

LSV Small Cap Value Fund (LSVQX) Alternatives