Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) 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 VSMAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VSMAX
VSMAX charges 0.05% annually. There are 4 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 | VSMAX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | VSMAX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | VSMAX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | VSMAX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | VSMAX vs TISBX |
Best Risk-Adjusted Alternatives to VSMAX
VSMAX has a PortfoliosLab risk / return rank of 51. There are 108 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | VSMAX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | VSMAX vs WESCX | |
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | VSMAX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | VSMAX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | VSMAX vs GQSCX |
Top Performing VSMAX Alternatives (YTD)
VSMAX is at 16.34% YTD. There are 134 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 41.31% | — | Dec 2007 | VSMAX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | VSMAX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | VSMAX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | VSMAX vs WWSIX | |
| MainStay WMC Small Companies Fund | 31.68% | — | Jan 1987 | VSMAX vs MOPIX |
Lowest Volatility Alternatives to VSMAX
VSMAX has 16.59% 1-year volatility. There are 16 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | VSMAX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | VSMAX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | VSMAX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | VSMAX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | VSMAX vs BOSOX |
Lowest Drawdown Alternatives to VSMAX
VSMAX 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 | VSMAX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | VSMAX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | VSMAX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | VSMAX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | VSMAX vs SSCDX |
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 VSMAX
Investors most often compare VSMAX with VIMAX, VSGAX, VB. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare VSMAX with Any Fund or Stock
Compare VSMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VSMAX with funds that move differently
Vanguard Small-Cap Index Fund Admiral Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VSMAX.
Explore VSMAX Diversifiers