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 a closer substitute for your current allocation.
Cheapest Alternatives to VSIIX
VSIIX charges 0.06% annually. There is 1 mutual fund in the Small Cap Value Equities category with a lower expense ratio, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | VSIIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | VSIIX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | VSIIX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | VSIIX vs VRTVX | |
| Vanguard Small Cap Value Index Fund | 0.19% | — | May 1998 | VSIIX vs VISVX |
Best Risk-Adjusted Alternatives to VSIIX
VSIIX has a PortfoliosLab risk / return rank of 49. There are 83 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 | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 90 | — | Jan 2003 | VSIIX vs TSLTX | |
| Victory Integrity Discovery Fund | 90 | — | Dec 1996 | VSIIX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | VSIIX vs WSCVX | |
| Aegis Value Fund | 88 | — | May 1998 | VSIIX vs AVALX | |
| Goldman Sachs Small Cap Value Insights Fund Invest... | 87 | — | Nov 2007 | VSIIX vs GTTTX |
Top Performing VSIIX Alternatives (YTD)
VSIIX is at 13.25% YTD. There are 102 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 31.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 31.89% | — | Dec 1996 | VSIIX vs MMEYX | |
| Royce Opportunity Fund | 29.57% | — | Nov 1996 | VSIIX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.94% | — | Apr 2021 | VSIIX vs FESCX | |
| Invesco Small Cap Value Fund | 28.92% | — | Jun 1999 | VSIIX vs VSCAX | |
| Walthausen Small Cap Value Fund | 26.78% | — | Feb 2008 | VSIIX vs WSCVX |
Lowest Volatility Alternatives to VSIIX
VSIIX has 15.33% 1-year volatility. There are 9 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.60%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.60% | — | Sep 2017 | VSIIX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.23% | — | Apr 2019 | VSIIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | VSIIX vs TASCX | |
| VELA Small Cap Fund | 14.36% | — | Sep 2020 | VSIIX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.44% | — | Mar 2007 | VSIIX vs ARSMX |
Lowest Drawdown Alternatives to VSIIX
VSIIX has a 1-year max drawdown of -8.87%. There are 26 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 | VSIIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | VSIIX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | VSIIX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | VSIIX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | VSIIX 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 VSIIX
Investors most often compare VSIIX with VRTIX, VSMAX, IJR. These 20 comparison targets span 6 categories, 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.
Pair VSIIX with funds that move differently
Vanguard Small-Cap Value Index Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VSIIX.
Explore VSIIX Diversifiers