ProFunds Small Cap Value Fund (SVPIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SVPIX
SVPIX charges 1.61% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among SVPIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | SVPIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | SVPIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | SVPIX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | SVPIX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | SVPIX vs VSMVX |
Best Risk-Adjusted Alternatives to SVPIX
Among mutual funds in the Small Cap Value 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | SVPIX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | SVPIX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | SVPIX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | SVPIX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | SVPIX vs MMEYX |
Top Performing SVPIX Alternatives (YTD)
SVPIX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | SVPIX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | SVPIX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | SVPIX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | SVPIX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | SVPIX vs MMEYX |
Lowest Volatility Alternatives to SVPIX
SVPIX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | SVPIX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | SVPIX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | SVPIX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | SVPIX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | SVPIX vs TASCX |
Lowest Drawdown Alternatives to SVPIX
SVPIX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | SVPIX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | SVPIX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | SVPIX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | SVPIX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | SVPIX vs JMCRX |
Other Mutual Funds from ProFunds
Most popular ProFunds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ProFunds Semiconductor UltraSector Fund | Leveraged Equities, Leveraged | 86 | -12.60% | Jun 18, 2000 | SVPIX vs SMPIX | |
| Bitcoin ProFund Investor | Cryptocurrency | 2 | -24.74% | Jul 28, 2021 | SVPIX vs BTCFX | |
| ProFunds UltraNASDAQ-100 Fund | Leveraged Equities, Leveraged | 32 | -18.95% | Nov 30, 1997 | SVPIX vs UOPIX | |
| ProFunds UltraBull Fund | Leveraged Equities, Leveraged | 26 | -15.24% | Nov 25, 1997 | SVPIX vs ULPIX | |
| ProFunds Precious Metals UltraSector Fund | Leveraged Equities, Leveraged | 91 | -0.39% | Jun 2, 2002 | SVPIX vs PMPIX | |
| ProFunds Technology UltraSector Fund | Leveraged Equities, Leveraged | 37 | -17.65% | Jun 18, 2000 | SVPIX vs TEPIX | |
| ProFunds Biotechnology UltraSector Fund | Leveraged Equities, Leveraged | 76 | -5.32% | Jun 18, 2000 | SVPIX vs BIPIX | |
| ProFunds NASDAQ-100 Fund | Large Cap Growth Equities | 39 | -9.35% | Aug 7, 2000 | SVPIX vs OTPIX | |
| ProFunds UltraJapan Fund | Leveraged Equities, Leveraged | 87 | 0.94% | Feb 6, 2000 | SVPIX vs UJPIX | |
| ProFunds UltraSector Oil & Gas Fund | Leveraged Equities, Leveraged | 69 | 62.19% | Jun 18, 2000 | SVPIX vs ENPIX |
Often Compared With SVPIX
What investors most often compare with SVPIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dimensional US Small Cap Value ETF | Small Cap Value Equities | 68 | 6.90% | Feb 23, 2022 | SVPIX vs DFSV | |
| Vanguard S&P Small-Cap 600 ETF | Small Cap Blend Equities | 58 | 3.49% | Sep 7, 2010 | SVPIX vs VIOO | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | SVPIX vs VSCAX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | SVPIX vs PRVIX |
Compare SVPIX with Any Fund or Stock
Compare SVPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.