State Street Institutional Small-Cap Equity Fund (SIVIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SIVIX
SIVIX charges 0.75% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among SIVIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | SIVIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | SIVIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | SIVIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | SIVIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | SIVIX vs VSMAX |
Best Risk-Adjusted Alternatives to SIVIX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | SIVIX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | SIVIX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | SIVIX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | SIVIX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | SIVIX vs PRSVX |
Top Performing SIVIX Alternatives (YTD)
SIVIX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | SIVIX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | SIVIX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | SIVIX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | SIVIX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | SIVIX vs RIVSX |
Lowest Volatility Alternatives to SIVIX
SIVIX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | SIVIX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | SIVIX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | SIVIX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | SIVIX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | SIVIX vs CSMDX |
Lowest Drawdown Alternatives to SIVIX
SIVIX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | SIVIX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | SIVIX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | SIVIX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | SIVIX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | SIVIX vs BOSOX |
Other Mutual Funds from State Street
Most popular State Street mutual funds on PortfoliosLab, across asset classes.
Often Compared With SIVIX
What investors most often compare with SIVIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Simplify Volatility Premium ETF | Volatility, Actively Managed | 17 | -7.92% | May 12, 2021 | SIVIX vs SVOL | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | SIVIX vs TNVIX |
Compare SIVIX with Any Fund or Stock
Compare SIVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.