Northern Small Cap Index Fund (NSIDX) 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 NSIDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NSIDX
NSIDX charges 0.10% annually. There are 11 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 | NSIDX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | NSIDX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | NSIDX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | NSIDX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | NSIDX vs VSMAX |
Best Risk-Adjusted Alternatives to NSIDX
NSIDX has a PortfoliosLab risk / return rank of 65. There are 70 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 | NSIDX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | NSIDX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | NSIDX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | NSIDX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | NSIDX vs GQSCX |
Top Performing NSIDX Alternatives (YTD)
NSIDX is at 20.69% YTD. There are 69 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 | NSIDX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | NSIDX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | NSIDX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | NSIDX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | NSIDX vs FTMSX |
Lowest Volatility Alternatives to NSIDX
NSIDX has 20.18% 1-year volatility. There are 154 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 | NSIDX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | NSIDX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | NSIDX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | NSIDX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | NSIDX vs BOSOX |
Lowest Drawdown Alternatives to NSIDX
NSIDX has a 1-year max drawdown of -10.97%. There are 111 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 | NSIDX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | NSIDX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | NSIDX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | NSIDX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | NSIDX vs SSCDX |
Other Mutual Funds from Northern Funds
The 10 most viewed Northern Funds mutual funds shown here include NOIEX, NOSIX, NHFIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Northern Income Equity Fund | Large Cap Value Equities | 77 | 12.82% | — | Mar 1994 | NSIDX vs NOIEX | |
| Northern Stock Index Fund | Large Cap Blend Equities | 66 | 11.34% | — | Oct 1996 | NSIDX vs NOSIX | |
| Northern High Yield Fixed Income Fund | High Yield Bonds | 82 | 2.18% | — | Dec 1998 | NSIDX vs NHFIX | |
| Northern Global Sustainability Index Fund | Global Equities | 55 | 10.40% | — | Mar 2008 | NSIDX vs NSRIX | |
| Northern International Equity Index Fund | Foreign Large Cap Equities | 36 | 10.47% | — | Mar 2005 | NSIDX vs NOINX | |
| Northern Small Cap Value Fund | Small Cap Value Equities | 71 | 20.80% | — | Mar 1994 | NSIDX vs NOSGX | |
| Northern Large Cap Core Fund | Large Cap Blend Equities | 78 | 10.85% | — | Dec 2005 | NSIDX vs NOLCX | |
| Northern Small Cap Core Fund | Small Cap Blend Equities | 74 | 21.80% | — | Sep 1999 | NSIDX vs NSGRX | |
| Northern Bond Index Fund | Intermediate Core Bond | 15 | -0.35% | — | Feb 2007 | NSIDX vs NOBOX | |
| Northern Mid Cap Index Fund | Mid Cap Blend Equities | 40 | 15.19% | — | Mar 2005 | NSIDX vs NOMIX |
Often Compared With NSIDX
Investors most often compare NSIDX with IWM, XSHQ, SFSNX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare NSIDX with Any Fund or Stock
Compare NSIDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NSIDX with funds that move differently
Northern Small Cap Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NSIDX.
Explore NSIDX Diversifiers