Vanguard Small-Cap Value Index Fund Institutional Shares (VSIIX) Alternatives
Vanguard Small-Cap Value Index Fund Institutional Shares (VSIIX) 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 VSIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to VSIIX
VSIIX charges 0.06% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among VSIIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | VSIIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | VSIIX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | VSIIX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | VSIIX vs VSMVX | |
| Vanguard Small Cap Value Index Fund | 0.19% | May 21, 1998 | VSIIX vs VISVX |
Best Risk-Adjusted Alternatives to VSIIX
Among mutual funds in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | VSIIX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | VSIIX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | VSIIX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | VSIIX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | VSIIX vs MMEYX |
Top Performing VSIIX Alternatives (YTD)
VSIIX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | VSIIX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | VSIIX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | VSIIX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | VSIIX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | VSIIX vs MMEYX |
Lowest Volatility Alternatives to VSIIX
VSIIX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | VSIIX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | VSIIX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | VSIIX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | VSIIX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | VSIIX vs TASCX |
Lowest Drawdown Alternatives to VSIIX
VSIIX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | VSIIX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | VSIIX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | VSIIX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | VSIIX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | VSIIX vs JMCRX |
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Often Compared With VSIIX
What investors most often compare with VSIIX, based on PortfoliosLab usage data.
Compare VSIIX with Any Fund or Stock
Compare VSIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.