USAA Extended Market Index Fund (USMIX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with USMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to USMIX
USMIX charges 0.38% annually. There are 11 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | USMIX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | USMIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | USMIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | USMIX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | USMIX vs VMFGX |
Best Risk-Adjusted Alternatives to USMIX
USMIX has a PortfoliosLab risk / return rank of 47. There are 17 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 92 | — | Dec 2016 | USMIX vs NEEIX | |
| Needham Growth Fund | 90 | — | Jan 1996 | USMIX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 88 | 31.20B | Aug 1995 | USMIX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 87 | — | Oct 2000 | USMIX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | USMIX vs POAGX |
Top Performing USMIX Alternatives (YTD)
USMIX is at 12.57% YTD. There are 41 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 57.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 57.27% | — | Dec 2016 | USMIX vs NEEIX | |
| Needham Growth Fund | 56.96% | — | Jan 1996 | USMIX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 36.47% | — | Oct 2000 | USMIX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 26.92% | — | Jul 2019 | USMIX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 24.92% | — | Nov 2000 | USMIX vs OEGYX |
Lowest Volatility Alternatives to USMIX
USMIX has 16.89% 1-year volatility. There are 47 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.10% | — | May 2013 | USMIX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.11% | — | May 2021 | USMIX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | USMIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | USMIX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.32% | — | — | USMIX vs RIPIX |
Lowest Drawdown Alternatives to USMIX
USMIX has a 1-year max drawdown of -9.97%. There are 15 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | USMIX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | USMIX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | USMIX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | USMIX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | USMIX vs SECUX |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Nasdaq-100, Large Cap Growth Equities | 52 | 16.40% | — | Oct 2000 | USMIX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 51 | 8.37% | — | May 1996 | USMIX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 2.82% | — | Jan 2023 | USMIX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 12 | 2.23% | — | Oct 1981 | USMIX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 16 | -9.42% | — | Aug 1984 | USMIX vs USAGX | |
| Victory Global Energy Transition Fund | Energy Equities | 96 | 31.43% | — | Nov 1995 | USMIX vs RSNRX | |
| USAA Growth Fund | Large Cap Growth Equities | 8 | -2.07% | — | Apr 1971 | USMIX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 63 | 7.78% | — | Aug 1984 | USMIX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 75 | 5.42% | — | Jan 1989 | USMIX vs USBLX | |
| USAA High Income Fund | High Yield Bonds | 71 | 1.40% | — | Aug 1999 | USMIX vs USHYX |
Often Compared With USMIX
Investors most often compare USMIX with USATX, VXF, VTI. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare USMIX with Any Fund or Stock
Compare USMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair USMIX with funds that move differently
USAA Extended Market Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to USMIX.
Explore USMIX Diversifiers