Vanguard Small Cap Value Index Fund (VISVX) 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 VISVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VISVX
VISVX charges 0.19% annually. There are 5 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 | VISVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | VISVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | VISVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | VISVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | VISVX vs VSMVX |
Best Risk-Adjusted Alternatives to VISVX
VISVX has a PortfoliosLab risk / return rank of 48. There are 74 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 90 | — | May 1998 | VISVX vs AVALX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | VISVX vs MMEYX | |
| Transamerica Small Cap Value | 88 | — | Jan 2003 | VISVX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 86 | — | Apr 2006 | VISVX vs ICISX | |
| Third Avenue Small Cap Value Fund | 86 | — | Apr 1997 | VISVX vs TASCX |
Top Performing VISVX Alternatives (YTD)
VISVX is at 15.31% YTD. There are 103 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.12% | — | Dec 1996 | VISVX vs MMEYX | |
| Royce Opportunity Fund | 29.57% | — | Nov 1996 | VISVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.34% | — | Apr 2021 | VISVX vs FESCX | |
| Invesco Small Cap Value Fund | 27.70% | — | Jun 1999 | VISVX vs VSCAX | |
| Columbia Select Small Cap Value Fund | 26.68% | — | Apr 1997 | VISVX vs SSCVX |
Lowest Volatility Alternatives to VISVX
VISVX has 15.14% 1-year volatility. There are 9 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | VISVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.30% | — | Apr 2019 | VISVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | VISVX vs TASCX | |
| VELA Small Cap Fund | 14.29% | — | Sep 2020 | VISVX vs VESMX | |
| Royce Special Equity Fund | 14.30% | — | May 1998 | VISVX vs RYSEX |
Lowest Drawdown Alternatives to VISVX
VISVX has a 1-year max drawdown of -8.87%. There are 25 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 | VISVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | VISVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | VISVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | VISVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | VISVX vs TSLTX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 8 categories. AUM among these funds goes as high as $2T.
Often Compared With VISVX
Investors most often compare VISVX with DFFVX, VEXRX, VIOV. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare VISVX with Any Fund or Stock
Compare VISVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VISVX with funds that move differently
Vanguard Small Cap Value Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VISVX.
Explore VISVX Diversifiers