ProFunds Small Cap Growth Fund (SGPIX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SGPIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SGPIX
SGPIX charges 1.60% annually. There are 151 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | SGPIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | SGPIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | SGPIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | SGPIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | SGPIX vs VISGX |
Best Risk-Adjusted Alternatives to SGPIX
SGPIX has a PortfoliosLab risk / return rank of 68. There are 14 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | SGPIX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | SGPIX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | SGPIX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | SGPIX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | SGPIX vs NESGX |
Top Performing SGPIX Alternatives (YTD)
SGPIX is at 21.80% YTD. There are 17 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 53.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 53.35% | — | Dec 2016 | SGPIX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | SGPIX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | SGPIX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | SGPIX vs NEAIX | |
| Needham Aggressive Growth Fund | 31.89% | — | Sep 2001 | SGPIX vs NEAGX |
Lowest Volatility Alternatives to SGPIX
SGPIX has 17.84% 1-year volatility. There are 22 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.56% | — | Nov 1995 | SGPIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | SGPIX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | SGPIX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | SGPIX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | SGPIX vs ETEGX |
Lowest Drawdown Alternatives to SGPIX
SGPIX has a 1-year max drawdown of -9.15%. There are 4 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | SGPIX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | SGPIX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | SGPIX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | SGPIX vs EMCAX | |
| North Square Spectrum Alpha Fund | -9.55% | — | Jan 1994 | SGPIX vs ORIGX |
Other Mutual Funds from ProFunds
The 10 most viewed ProFunds mutual funds shown here include SMPIX, BTCFX, UOPIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ProFunds Semiconductor UltraSector Fund Investor C... | Leveraged Equities, Semiconductors, Technology Equities | 46 | 39.91% | — | Jun 2000 | SGPIX vs SMPIX | |
| Bitcoin ProFund Investor Class | Cryptocurrency | 0 | -27.35% | — | Jul 2021 | SGPIX vs BTCFX | |
| ProFunds UltraNASDAQ-100 Fund | Leveraged Equities | 28 | 17.10% | — | Nov 1997 | SGPIX vs UOPIX | |
| ProFunds UltraBull Fund | Leveraged Equities | 40 | 14.19% | — | Nov 1997 | SGPIX vs ULPIX | |
| ProFunds Technology UltraSector Fund | Leveraged Equities | 40 | 29.95% | — | Jun 2000 | SGPIX vs TEPIX | |
| ProFunds Precious Metals UltraSector Fund | Leveraged Equities | 26 | -20.67% | — | Jun 2002 | SGPIX vs PMPIX | |
| ProFunds Biotechnology UltraSector Fund | Leveraged Equities | 94 | 33.52% | — | Jun 2000 | SGPIX vs BIPIX | |
| ProFunds UltraSector Oil & Gas Fund | Leveraged Equities | 63 | 48.84% | — | Jun 2000 | SGPIX vs ENPIX | |
| ProFunds UltraJapan Fund | Leveraged Equities | 88 | 51.04% | — | Feb 2000 | SGPIX vs UJPIX | |
| ProFunds NASDAQ-100 Fund | Large Cap Growth Equities | 31 | 10.39% | — | Aug 2000 | SGPIX vs OTPIX |
Often Compared With SGPIX
Investors most often compare SGPIX with MSCI, VOO, VIOO. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SGPIX with Any Fund or Stock
Compare SGPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SGPIX with funds that move differently
ProFunds Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SGPIX.
Explore SGPIX Diversifiers