TIAA-CREF Quant Small-Cap Equity Fund (TISEX) 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 TISEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TISEX
TISEX charges 0.41% annually. There are 24 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 | TISEX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | TISEX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | TISEX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | TISEX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 188.20B | Nov 2000 | TISEX vs VSMAX |
Best Risk-Adjusted Alternatives to TISEX
TISEX has a PortfoliosLab risk / return rank of 83. There are 32 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 | TISEX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | TISEX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | TISEX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | TISEX vs IPSIX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | TISEX vs MOPIX |
Top Performing TISEX Alternatives (YTD)
TISEX is at 19.41% YTD. There are 76 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 34.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 34.02% | — | Dec 2007 | TISEX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | TISEX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | TISEX vs RIVSX | |
| Harbor Small Cap Value Fund | 28.61% | — | Dec 2001 | TISEX vs HASCX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | TISEX vs WWSIX |
Lowest Volatility Alternatives to TISEX
TISEX has 19.56% 1-year volatility. There are 142 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 | TISEX vs CSMDX | |
| DFA International Small Company Portfolio | 14.43% | 16.04B | Sep 1996 | TISEX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | TISEX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | TISEX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.91% | — | Sep 2011 | TISEX vs FTHNX |
Lowest Drawdown Alternatives to TISEX
TISEX has a 1-year max drawdown of -9.20%. There are 37 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 | TISEX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | TISEX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | TISEX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | TISEX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | TISEX vs BIAUX |
Other Mutual Funds from TIAA
The 10 most viewed TIAA mutual funds shown here include TISPX, TCIEX, TISCX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TIAA-CREF S&P 500 Index Fund | Large Cap Blend Equities | 59 | 10.11% | — | Oct 2002 | TISEX vs TISPX | |
| TIAA-CREF International Equity Index Fund Institut... | Foreign Large Cap Equities | 62 | 11.81% | — | Oct 2002 | TISEX vs TCIEX | |
| TIAA-CREF Social Choice Equity Fund | Large Cap Blend Equities | 48 | 12.27% | — | Jul 1999 | TISEX vs TISCX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 95 | 20.62% | — | Oct 2002 | TISEX vs TILVX | |
| TIAA-CREF Lifecycle Index 2050 Fund | Target Retirement Date | 67 | 10.42% | — | Sep 2009 | TISEX vs TLLIX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 76 | 18.89% | — | Oct 2002 | TISEX vs TISBX | |
| TIAA-CREF Large-Cap Growth Fund Institutional Clas... | Large Cap Growth Equities | 9 | 1.24% | — | Mar 2006 | TISEX vs TILGX | |
| TIAA-CREF Growth & Income Fund | Large Cap Blend Equities | 25 | 5.72% | — | Jul 1999 | TISEX vs TIGRX | |
| TIAA-CREF Lifecycle Index 2060 Fund | Target Retirement Date | 67 | 10.75% | — | Sep 2014 | TISEX vs TVIIX | |
| TIAA-CREF Real Estate Securities Fund Institutiona... | REIT | 46 | 15.22% | — | Oct 2002 | TISEX vs TIREX |
Often Compared With TISEX
Investors most often compare TISEX with DAX, VBR, AVUV. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare TISEX with Any Fund or Stock
Compare TISEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TISEX with funds that move differently
TIAA-CREF Quant Small-Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TISEX.
Explore TISEX Diversifiers