AQR Small Cap Multi-Style Fund (QSMLX) 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 QSMLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to QSMLX
QSMLX charges 0.72% annually. There are 40 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 | QSMLX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | QSMLX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | QSMLX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | QSMLX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | QSMLX vs VSMAX |
Best Risk-Adjusted Alternatives to QSMLX
QSMLX has a PortfoliosLab risk / return rank of 70. There are 23 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 | QSMLX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | QSMLX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | QSMLX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | QSMLX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | QSMLX vs WWSIX |
Top Performing QSMLX Alternatives (YTD)
QSMLX is at 22.03% YTD. There are 12 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 | QSMLX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | QSMLX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | QSMLX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | QSMLX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | QSMLX vs MOPIX |
Lowest Volatility Alternatives to QSMLX
QSMLX has 19.52% 1-year volatility. There are 147 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 | QSMLX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | QSMLX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | QSMLX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | QSMLX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | QSMLX vs BOSOX |
Lowest Drawdown Alternatives to QSMLX
QSMLX has a 1-year max drawdown of -9.33%. There are 46 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 | QSMLX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | QSMLX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | QSMLX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | QSMLX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | QSMLX vs BIAUX |
Other Mutual Funds from AQR Funds
The 10 most viewed AQR Funds mutual funds shown here include QLEIX, QLENX, QMNNX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AQR Long-Short Equity Fund | Long-Short | 53 | 0.38% | — | Jul 2013 | QSMLX vs QLEIX | |
| AQR Long-Short Equity N | Long-Short | 51 | 0.29% | — | Jul 2013 | QSMLX vs QLENX | |
| AQR Equity Market Neutral Fund N | Equity Market Neutral | 5 | -5.98% | — | Oct 2014 | QSMLX vs QMNNX | |
| AQR Managed Futures Strategy Fund | Systematic Trend | 89 | 12.96% | — | Jan 2010 | QSMLX vs AQMIX | |
| AQR Style Premia Alternative Fund | Multistrategy | 50 | 12.83% | — | Oct 2013 | QSMLX vs QSPIX | |
| AQR Alternative Risk Premia Fund | Multistrategy | 97 | 18.92% | — | Sep 2017 | QSMLX vs QRPIX | |
| AQR Trend Total Return Fund | Systematic Trend | 95 | 18.15% | — | Dec 2021 | QSMLX vs QNZNX | |
| AQR Multi-Asset Fund | Tactical Allocation | 70 | 10.80% | — | Sep 2010 | QSMLX vs AQRIX | |
| AQR Managed Futures Strategy HV Fund | Systematic Trend | 82 | 17.77% | — | Jul 2013 | QSMLX vs QMHIX | |
| AQR Global Equity Fund | Global Equities | 77 | 13.92% | — | Dec 2009 | QSMLX vs AQGIX |
Often Compared With QSMLX
Investors most often compare QSMLX with XSHQ, DFSVX, IWM. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare QSMLX with Any Fund or Stock
Compare QSMLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair QSMLX with funds that move differently
AQR Small Cap Multi-Style Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to QSMLX.
Explore QSMLX Diversifiers