Vanguard S&P Small-Cap 600 Index Fund Institutional Shares (VSMSX) Alternatives
Vanguard S&P Small-Cap 600 Index Fund Institutional Shares (VSMSX) 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 VSMSX. 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 VSMSX
VSMSX charges 0.08% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among VSMSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | VSMSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | VSMSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | VSMSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | VSMSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | VSMSX vs VSMAX |
Best Risk-Adjusted Alternatives to VSMSX
Among mutual funds in the Small Cap Blend 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | VSMSX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | VSMSX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | VSMSX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | VSMSX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | VSMSX vs PRSVX |
Top Performing VSMSX Alternatives (YTD)
VSMSX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | VSMSX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | VSMSX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | VSMSX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | VSMSX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | VSMSX vs RIVSX |
Lowest Volatility Alternatives to VSMSX
VSMSX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | VSMSX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | VSMSX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | VSMSX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | VSMSX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | VSMSX vs CSMDX |
Lowest Drawdown Alternatives to VSMSX
VSMSX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | VSMSX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | VSMSX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | VSMSX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | VSMSX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | VSMSX vs BOSOX |
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Often Compared With VSMSX
What investors most often compare with VSMSX, based on PortfoliosLab usage data.
Compare VSMSX with Any Fund or Stock
Compare VSMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.