North Square Dynamic Small Cap Fund (ORSIX) 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 ORSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ORSIX
ORSIX charges 1.36% annually. There are 153 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 | ORSIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | ORSIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | ORSIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | ORSIX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | ORSIX vs TISBX |
Best Risk-Adjusted Alternatives to ORSIX
ORSIX has a PortfoliosLab risk / return rank of 84. There are 26 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | ORSIX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | ORSIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | ORSIX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | ORSIX vs IPSIX | |
| Auer Growth Fund | 91 | — | Dec 2007 | ORSIX vs AUERX |
Top Performing ORSIX Alternatives (YTD)
ORSIX is at 20.86% YTD. There are 43 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 33.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 33.64% | — | Dec 2007 | ORSIX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | ORSIX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | ORSIX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | ORSIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.31% | — | Apr 1997 | ORSIX vs WESCX |
Lowest Volatility Alternatives to ORSIX
ORSIX has 18.96% 1-year volatility. There are 118 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.40% | — | Feb 2017 | ORSIX vs CSMDX | |
| DFA International Small Company Portfolio | 14.45% | 16.04B | Sep 1996 | ORSIX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | ORSIX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | ORSIX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.92% | — | Sep 2011 | ORSIX vs FTHNX |
Lowest Drawdown Alternatives to ORSIX
ORSIX has a 1-year max drawdown of -9.00%. 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 | ORSIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | ORSIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | ORSIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | ORSIX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | ORSIX vs SSCDX |
Other Mutual Funds from North Square
The 8 most viewed North Square mutual funds shown here include ORDNX, ADVGX, ORILX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | Preferred Stock | 59 | 1.10% | — | Jun 2013 | ORSIX vs ORDNX | |
| North Square Advisory Research Small Cap Value Fun... | Large Cap Value Equities | 46 | 22.54% | — | Nov 2009 | ORSIX vs ADVGX | |
| North Square Multi Strategy Fund | Diversified Portfolio | 67 | 9.12% | — | Feb 1999 | ORSIX vs ORILX | |
| North Square Spectrum Alpha Fund | Small Cap Growth Equities | 80 | 21.51% | — | Jan 1994 | ORSIX vs ORIGX | |
| North Square Strategic Income Fund | Multisector Bonds | 67 | 0.57% | — | Dec 2012 | ORSIX vs ADVNX | |
| North Square McKee Bond Fund | Intermediate Core Bond | 21 | -0.33% | — | Dec 2020 | ORSIX vs NMKBX | |
| North Square Altrinsic International Equity Fund | Foreign Large Cap Equities | 62 | 10.59% | — | Dec 2020 | ORSIX vs NSIVX | |
| North Square Small Cap Value Fund | Small Cap Value Equities | 82 | 22.81% | — | Dec 2003 | ORSIX vs DRSVX |
Often Compared With ORSIX
Investors most often compare ORSIX with CAMSX, PRSVX, AZBIX. These 15 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare ORSIX with Any Fund or Stock
Compare ORSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ORSIX with funds that move differently
North Square Dynamic Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ORSIX.
Explore ORSIX Diversifiers