State Street Institutional Small-Cap Equity Fund (SIVIX) 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 SIVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SIVIX
SIVIX charges 0.75% annually. There are 47 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 | SIVIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | SIVIX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | SIVIX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | SIVIX vs SWSSX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | 0.05% | 11.50B | Mar 1999 | SIVIX vs VTMSX |
Best Risk-Adjusted Alternatives to SIVIX
SIVIX has a PortfoliosLab risk / return rank of 30. There are 156 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 | SIVIX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | SIVIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | SIVIX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | SIVIX vs IPSIX | |
| Auer Growth Fund | 91 | — | Dec 2007 | SIVIX vs AUERX |
Top Performing SIVIX Alternatives (YTD)
SIVIX is at 14.27% YTD. There are 149 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 | SIVIX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | SIVIX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | SIVIX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | SIVIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.31% | — | Apr 1997 | SIVIX vs WESCX |
Lowest Volatility Alternatives to SIVIX
SIVIX has 16.88% 1-year volatility. There are 32 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 | SIVIX vs CSMDX | |
| DFA International Small Company Portfolio | 14.45% | 16.04B | Sep 1996 | SIVIX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | SIVIX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | SIVIX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.92% | — | Sep 2011 | SIVIX vs FTHNX |
Lowest Drawdown Alternatives to SIVIX
SIVIX has a 1-year max drawdown of -10.92%. There are 107 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 | SIVIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | SIVIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | SIVIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | SIVIX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | SIVIX vs BIAUX |
Other Mutual Funds from State Street
The 10 most viewed State Street mutual funds shown here include SSSYX, SVSPX, SSEYX and span 7 categories.
Often Compared With SIVIX
Investors most often compare SIVIX with SVOL, SSBWX, BOSOX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare SIVIX with Any Fund or Stock
Compare SIVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SIVIX with funds that move differently
State Street Institutional Small-Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SIVIX.
Explore SIVIX Diversifiers