Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) 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 VSGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VSGIX
VSGIX charges 0.06% annually. There is 1 mutual fund in the Small Cap Growth Equities category with a lower expense ratio, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | VSGIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | VSGIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | VSGIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | VSGIX vs VISGX | |
| Vanguard Explorer Fund Admiral Shares | 0.29% | 23.30B | Nov 2001 | VSGIX vs VEXRX |
Best Risk-Adjusted Alternatives to VSGIX
VSGIX has a PortfoliosLab risk / return rank of 36. There are 92 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 | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | VSGIX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | VSGIX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | VSGIX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | VSGIX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | VSGIX vs NESGX |
Top Performing VSGIX Alternatives (YTD)
VSGIX is at 13.37% YTD. There are 101 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 53.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 53.35% | — | Dec 2016 | VSGIX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | VSGIX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | VSGIX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | VSGIX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 31.89% | — | Sep 2001 | VSGIX vs NEAGX |
Lowest Volatility Alternatives to VSGIX
VSGIX has 20.71% 1-year volatility. There are 67 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.56% | — | Nov 1995 | VSGIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | VSGIX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | VSGIX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | VSGIX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | VSGIX vs ETEGX |
Lowest Drawdown Alternatives to VSGIX
VSGIX has a 1-year max drawdown of -11.38%. 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 | VSGIX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | VSGIX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | VSGIX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | VSGIX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | VSGIX vs SGPIX |
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 VSGIX
Investors most often compare VSGIX with FDGRX, BOSOX, VSMVX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare VSGIX with Any Fund or Stock
Compare VSGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VSGIX with funds that move differently
Vanguard Small-Cap Growth Index Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VSGIX.
Explore VSGIX Diversifiers