Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) belongs to the Large 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 VSMPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VSMPX
VSMPX charges 0.02% annually. There are 4 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | VSMPX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | VSMPX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | VSMPX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | VSMPX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | VSMPX vs WBREOX |
Best Risk-Adjusted Alternatives to VSMPX
VSMPX has a PortfoliosLab risk / return rank of 71. There are 119 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | VSMPX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | VSMPX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | VSMPX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | VSMPX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | VSMPX vs GTLOX |
Top Performing VSMPX Alternatives (YTD)
VSMPX is at 11.99% YTD. There are 87 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | VSMPX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | VSMPX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | VSMPX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | VSMPX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | VSMPX vs IGIAX |
Lowest Volatility Alternatives to VSMPX
VSMPX has 12.19% 1-year volatility. There are 220 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | VSMPX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | VSMPX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | VSMPX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | VSMPX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | VSMPX vs FULVX |
Lowest Drawdown Alternatives to VSMPX
VSMPX has a 1-year max drawdown of -8.92%. There are 150 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | VSMPX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | VSMPX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | VSMPX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | VSMPX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | VSMPX vs QUERX |
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 VSMPX
Investors most often compare VSMPX with VTI, VOO, TRLGX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare VSMPX with Any Fund or Stock
Compare VSMPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VSMPX with funds that move differently
Vanguard Total Stock Market Index Fund Institutional Plus Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VSMPX.
Explore VSMPX Diversifiers