Vanguard Small Cap Index Fund (NAESX) 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 NAESX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NAESX
NAESX charges 0.17% annually. There are 15 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 | NAESX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | NAESX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | NAESX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | NAESX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | NAESX vs VSMAX |
Best Risk-Adjusted Alternatives to NAESX
NAESX has a PortfoliosLab risk / return rank of 54. There are 88 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | NAESX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | NAESX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | NAESX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | NAESX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | NAESX vs WWSIX |
Top Performing NAESX Alternatives (YTD)
NAESX is at 14.87% YTD. There are 113 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | NAESX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | NAESX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | NAESX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | NAESX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | NAESX vs MOPIX |
Lowest Volatility Alternatives to NAESX
NAESX has 16.27% 1-year volatility. There are 16 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | NAESX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | NAESX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | NAESX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | NAESX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | NAESX vs BOSOX |
Lowest Drawdown Alternatives to NAESX
NAESX has a 1-year max drawdown of -8.98%. There are 29 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 | NAESX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | NAESX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | NAESX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | NAESX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | NAESX vs BIAUX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 8 categories. AUM among these funds goes as high as $2T.
Often Compared With NAESX
Investors most often compare NAESX with TISCX, VMGIX, VEVFX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare NAESX with Any Fund or Stock
Compare NAESX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NAESX with funds that move differently
Vanguard Small Cap Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NAESX.
Explore NAESX Diversifiers