Vanguard S&P Small-Cap 600 Value Index Fund Institutional Shares (VSMVX) 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 VSMVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VSMVX
VSMVX charges 0.08% annually. There are 3 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | VSMVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | VSMVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | VSMVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | VSMVX vs VRTVX | |
| Vanguard Small Cap Value Index Fund | 0.19% | — | May 1998 | VSMVX vs VISVX |
Best Risk-Adjusted Alternatives to VSMVX
VSMVX has a PortfoliosLab risk / return rank of 68. There are 43 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 | |
|---|---|---|---|---|---|
| Aegis Value Fund | 90 | — | May 1998 | VSMVX vs AVALX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | VSMVX vs MMEYX | |
| Transamerica Small Cap Value | 88 | — | Jan 2003 | VSMVX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 86 | — | Apr 2006 | VSMVX vs ICISX | |
| Third Avenue Small Cap Value Fund | 86 | — | Apr 1997 | VSMVX vs TASCX |
Top Performing VSMVX Alternatives (YTD)
VSMVX is at 19.44% YTD. There are 62 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.12% | — | Dec 1996 | VSMVX vs MMEYX | |
| Royce Opportunity Fund | 29.57% | — | Nov 1996 | VSMVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.34% | — | Apr 2021 | VSMVX vs FESCX | |
| Invesco Small Cap Value Fund | 27.70% | — | Jun 1999 | VSMVX vs VSCAX | |
| Columbia Select Small Cap Value Fund | 26.68% | — | Apr 1997 | VSMVX vs SSCVX |
Lowest Volatility Alternatives to VSMVX
VSMVX has 18.12% 1-year volatility. There are 96 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | VSMVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.30% | — | Apr 2019 | VSMVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | VSMVX vs TASCX | |
| VELA Small Cap Fund | 14.29% | — | Sep 2020 | VSMVX vs VESMX | |
| Royce Special Equity Fund | 14.30% | — | May 1998 | VSMVX vs RYSEX |
Lowest Drawdown Alternatives to VSMVX
VSMVX has a 1-year max drawdown of -9.33%. There are 43 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 | VSMVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | VSMVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | VSMVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | VSMVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | VSMVX 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 VSMVX
Investors most often compare VSMVX with AVUV, VOO, VSGIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare VSMVX with Any Fund or Stock
Compare VSMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VSMVX with funds that move differently
Vanguard S&P Small-Cap 600 Value Index Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VSMVX.
Explore VSMVX Diversifiers