Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) belongs to the Small 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 VSGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VSGAX
VSGAX charges 0.07% annually. There are 2 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | VSGAX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | VSGAX vs VSGIX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | VSGAX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | VSGAX vs VISGX | |
| Vanguard Explorer Fund Admiral Shares | 0.29% | 22.40B | Nov 2001 | VSGAX vs VEXRX |
Best Risk-Adjusted Alternatives to VSGAX
VSGAX has a PortfoliosLab risk / return rank of 40. There are 89 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | VSGAX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | VSGAX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | VSGAX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | VSGAX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | VSGAX vs NEAIX |
Top Performing VSGAX Alternatives (YTD)
VSGAX is at 17.55% YTD. There are 86 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | VSGAX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | VSGAX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | VSGAX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | VSGAX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | VSGAX vs OBMCX |
Lowest Volatility Alternatives to VSGAX
VSGAX has 20.45% 1-year volatility. There are 63 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | VSGAX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | VSGAX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | VSGAX vs ETEGX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | VSGAX vs ETMGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | VSGAX vs NBGNX |
Lowest Drawdown Alternatives to VSGAX
VSGAX has a 1-year max drawdown of -11.37%. There are 32 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | VSGAX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | VSGAX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | VSGAX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | VSGAX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | VSGAX vs RFIMX |
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 VSGAX
Investors most often compare VSGAX with VSMAX, VSIAX, VOO. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare VSGAX with Any Fund or Stock
Compare VSGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VSGAX with funds that move differently
Vanguard Small-Cap Growth Index Fund Admiral Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VSGAX.
Explore VSGAX Diversifiers