ProFunds Small Cap Value Fund (SVPIX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SVPIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SVPIX
SVPIX charges 1.61% annually. There are 120 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | SVPIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | SVPIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | SVPIX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | SVPIX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | SVPIX vs VRTVX |
Best Risk-Adjusted Alternatives to SVPIX
SVPIX has a PortfoliosLab risk / return rank of 81. There are 53 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | SVPIX vs MMEYX | |
| Third Avenue Small Cap Value Fund | 94 | — | Apr 1997 | SVPIX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | SVPIX vs AVALX | |
| Royce Special Equity Fund | 94 | — | May 1998 | SVPIX vs RYSEX | |
| PGIM Quant Solutions Small-Cap Value Fund | 93 | — | Jan 1993 | SVPIX vs TASVX |
Top Performing SVPIX Alternatives (YTD)
SVPIX is at 18.47% YTD. There are 87 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.52% | — | Dec 1996 | SVPIX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 28.15% | — | Dec 2000 | SVPIX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.91% | — | Dec 2000 | SVPIX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 27.34% | — | Apr 1997 | SVPIX vs SSCVX | |
| Royce Special Equity Fund | 27.23% | — | May 1998 | SVPIX vs RYSEX |
Lowest Volatility Alternatives to SVPIX
SVPIX has 17.79% 1-year volatility. There are 87 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.52% | — | Apr 2019 | SVPIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.05% | — | Apr 1997 | SVPIX vs TASCX | |
| VELA Small Cap Fund | 14.28% | — | Sep 2020 | SVPIX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.41% | — | Mar 2007 | SVPIX vs ARSMX | |
| Pear Tree Polaris Small Cap Fund | 14.43% | — | Aug 1992 | SVPIX vs USBNX |
Lowest Drawdown Alternatives to SVPIX
SVPIX has a 1-year max drawdown of -9.55%. There are 51 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | SVPIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | SVPIX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | SVPIX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | SVPIX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | SVPIX vs TSLTX |
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 | SVPIX vs SMPIX | |
| Bitcoin ProFund Investor Class | Cryptocurrency | 0 | -27.35% | — | Jul 2021 | SVPIX vs BTCFX | |
| ProFunds UltraNASDAQ-100 Fund | Leveraged Equities | 28 | 17.10% | — | Nov 1997 | SVPIX vs UOPIX | |
| ProFunds UltraBull Fund | Leveraged Equities | 40 | 14.19% | — | Nov 1997 | SVPIX vs ULPIX | |
| ProFunds Technology UltraSector Fund | Leveraged Equities | 40 | 29.95% | — | Jun 2000 | SVPIX vs TEPIX | |
| ProFunds Precious Metals UltraSector Fund | Leveraged Equities | 26 | -20.67% | — | Jun 2002 | SVPIX vs PMPIX | |
| ProFunds Biotechnology UltraSector Fund | Leveraged Equities | 94 | 33.52% | — | Jun 2000 | SVPIX vs BIPIX | |
| ProFunds UltraSector Oil & Gas Fund | Leveraged Equities | 63 | 48.84% | — | Jun 2000 | SVPIX vs ENPIX | |
| ProFunds UltraJapan Fund | Leveraged Equities | 88 | 51.04% | — | Feb 2000 | SVPIX vs UJPIX | |
| ProFunds NASDAQ-100 Fund | Large Cap Growth Equities | 31 | 10.39% | — | Aug 2000 | SVPIX vs OTPIX |
Often Compared With SVPIX
Investors most often compare SVPIX with DFSV, BRSIX, VIOO. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SVPIX with Any Fund or Stock
Compare SVPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SVPIX with funds that move differently
ProFunds Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SVPIX.
Explore SVPIX Diversifiers