SIVIX Alternatives & Similar Mutual Funds

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 46 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
FSSNX	Fidelity Small Cap Index Fund	0.03%	—	Sep 2011	SIVIX vs FSSNX
VSCPX	Vanguard Small-Cap Index Fund Institutional Plus S...	0.03%	—	Dec 2010	SIVIX vs VSCPX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	0.04%	7.51B	May 1997	SIVIX vs SWSSX
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	0.04%	177.40B	Jul 1997	SIVIX vs VSCIX
VSMAX	Vanguard Small-Cap Index Fund Admiral Shares	0.05%	177.40B	Nov 2000	SIVIX vs VSMAX

Best Risk-Adjusted Alternatives to SIVIX

SIVIX has a PortfoliosLab risk / return rank of 16. There are 160 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
MOPIX	MainStay WMC Small Companies Fund	91	—	Jan 1987	SIVIX vs MOPIX
AUERX	Auer Growth Fund	90	—	Dec 2007	SIVIX vs AUERX
RIVSX	River Oak Discovery Fund	90	—	Jun 2005	SIVIX vs RIVSX
WESCX	TETON Westwood SmallCap Equity Fund	89	—	Apr 1997	SIVIX vs WESCX
WWSIX	Keeley Small Cap Fund Class Institutional	89	—	Apr 1997	SIVIX vs WWSIX

Top Performing SIVIX Alternatives (YTD)

SIVIX is at 9.31% YTD. There are 156 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
RYOTX	Royce Micro Cap Series Fund	37.74%	—	Dec 1991	SIVIX vs RYOTX
RIVSX	River Oak Discovery Fund	32.82%	—	Jun 2005	SIVIX vs RIVSX
PVIVX	Paradigm Micro-cap Fund	32.57%	—	Dec 2007	SIVIX vs PVIVX
HDPSX	Hodges Small Cap Fund	31.07%	—	Dec 2007	SIVIX vs HDPSX
MOPIX	MainStay WMC Small Companies Fund	27.70%	—	Jan 1987	SIVIX vs MOPIX

Lowest Volatility Alternatives to SIVIX

SIVIX has 16.91% 1-year volatility. There are 36 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
HFCGX	Hennessy Cornerstone Growth Fund	12.96%	—	Nov 1996	SIVIX vs HFCGX
DFISX	DFA International Small Company Portfolio	13.77%	—	Sep 1996	SIVIX vs DFISX
SSLCX	DWS Small Cap Core Fund	14.28%	—	Jul 2000	SIVIX vs SSLCX
CSMDX	Copeland SMID Cap Dividend Growth Fund	14.46%	—	Feb 2017	SIVIX vs CSMDX
BOSOX	Boston Trust Small Cap Fund	15.10%	—	—	SIVIX vs BOSOX

Lowest Drawdown Alternatives to SIVIX

SIVIX has a 1-year max drawdown of -10.92%. There are 105 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
IPSIX	Voya Index Plus SmallCap Portfolio	-7.63%	—	Dec 1997	SIVIX vs IPSIX
HFCGX	Hennessy Cornerstone Growth Fund	-7.82%	—	Nov 1996	SIVIX vs HFCGX
VSTCX	Vanguard Strategic Small-Cap Equity Fund	-8.08%	2.80B	Apr 2006	SIVIX vs VSTCX
DFSCX	DFA U.S. Micro Cap Portfolio	-8.17%	—	Dec 1981	SIVIX vs DFSCX
BIAUX	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 5 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SSSYX	State Street Equity 500 Index Fund Class K	Large Cap Blend Equities	73	11.69%	—	Sep 2014	SIVIX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	88	11.63%	—	Dec 1992	SIVIX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	72	11.70%	—	Aug 2014	SIVIX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	62	14.99%	—	Sep 2014	SIVIX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	42	6.95%	—	May 1935	SIVIX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	26	0.42%	—	Sep 2014	SIVIX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	62	14.94%	—	Sep 2014	SIVIX vs SSGJX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	51	8.01%	—	Dec 1979	SIVIX vs SSAQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	17	0.04%	—	Dec 1984	SIVIX vs EINFX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	50	10.20%	—	May 2015	SIVIX vs SSHQX

Often Compared With SIVIX

Investors most often compare SIVIX with SVOL, SSBWX, FOSCX. These 15 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SVOL	Simplify Volatility Premium ETF	Volatility	18	-0.40%	563.43M	May 2021	SIVIX vs SVOL
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	75	7.96%	—	Sep 2014	SIVIX vs SSBWX
FOSCX	Tributary Small Company Fund	Small Cap Blend Equities	38	20.76%	—	Jun 1996	SIVIX vs FOSCX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	70	1.52%	—	Jan 1980	SIVIX vs ELFTX
TNVIX	1290 GAMCO Small/Mid Cap Value Fund	Small Cap Blend Equities	63	16.43%	—	Nov 2014	SIVIX vs TNVIX
AZBIX	Virtus Small-Cap Fund	Small Cap Blend Equities	59	18.19%	—	Jul 2013	SIVIX vs AZBIX
PRSVX	T. Rowe Price Small-Cap Value Fund	Small Cap Blend Equities	63	17.21%	—	Jun 1988	SIVIX vs PRSVX
WEMMX	TETON Westwood Mighty Mites Fund	Small Cap Blend Equities	65	21.19%	—	May 1998	SIVIX vs WEMMX
HASCX	Harbor Small Cap Value Fund	Small Cap Blend Equities	69	26.15%	—	Dec 2001	SIVIX vs HASCX
TISBX	TIAA-CREF Small-Cap Blend Index Fund	Small Cap Blend Equities	64	18.69%	—	Oct 2002	SIVIX vs TISBX
NINLX	Neuberger Berman Intrinsic Value Fund	Small Cap Blend Equities	88	24.97%	—	May 2010	SIVIX vs NINLX
CAMSX	Cambiar Small Cap Fund	Small Cap Blend Equities	48	17.24%	—	Aug 2004	SIVIX vs CAMSX
FSOPX	Fidelity Series Small Cap Opportunities Fund	Small Cap Blend Equities	73	16.83%	—	Mar 2007	SIVIX vs FSOPX
SSCDX	Sit Small Cap Dividend Growth Fund	Small Cap Blend Equities	64	16.85%	—	Mar 2015	SIVIX vs SSCDX
SSCNX	State Street Target Retirement 2040 Fund	Target Retirement Date	71	10.08%	—	Sep 2014	SIVIX vs SSCNX

Compare SIVIX with Any Fund or Stock

Compare SIVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

State Street Institutional Small-Cap Equity Fund (SIVIX) Alternatives