Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) 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 VSCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VSCIX
VSCIX charges 0.04% annually. There are 2 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 | VSCIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | VSCIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | VSCIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | VSCIX vs VSMAX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | VSCIX vs TISBX |
Best Risk-Adjusted Alternatives to VSCIX
VSCIX has a PortfoliosLab risk / return rank of 50. There are 89 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Auer Growth Fund | 91 | — | Dec 2007 | VSCIX vs AUERX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | VSCIX vs MOPIX | |
| Keeley Small Cap Fund Class Institutional | 88 | — | Apr 1997 | VSCIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 88 | — | Apr 1997 | VSCIX vs WESCX | |
| River Oak Discovery Fund | 87 | — | Jun 2005 | VSCIX vs RIVSX |
Top Performing VSCIX Alternatives (YTD)
VSCIX is at 14.03% YTD. There are 107 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 35.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 35.57% | — | Dec 1991 | VSCIX vs RYOTX | |
| River Oak Discovery Fund | 30.52% | — | Jun 2005 | VSCIX vs RIVSX | |
| Paradigm Micro-cap Fund | 29.56% | — | Dec 2007 | VSCIX vs PVIVX | |
| Hodges Small Cap Fund | 29.53% | — | Dec 2007 | VSCIX vs HDPSX | |
| MainStay WMC Small Companies Fund | 26.74% | — | Jan 1987 | VSCIX vs MOPIX |
Lowest Volatility Alternatives to VSCIX
VSCIX has 16.29% 1-year volatility. There are 17 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.91% | — | Nov 1996 | VSCIX vs HFCGX | |
| DFA International Small Company Portfolio | 13.79% | — | Sep 1996 | VSCIX vs DFISX | |
| DWS Small Cap Core Fund | 14.27% | — | Jul 2000 | VSCIX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.48% | — | Feb 2017 | VSCIX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.11% | — | — | VSCIX vs BOSOX |
Lowest Drawdown Alternatives to VSCIX
VSCIX has a 1-year max drawdown of -8.97%. There are 26 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 | VSCIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | VSCIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | VSCIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | VSCIX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | VSCIX vs BIAUX |
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 VSCIX
Investors most often compare VSCIX with VMCIX, VINIX, VB. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare VSCIX with Any Fund or Stock
Compare VSCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VSCIX with funds that move differently
Vanguard Small-Cap Index Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VSCIX.
Explore VSCIX Diversifiers