Vanguard Strategic Small-Cap Equity Fund (VSTCX) 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 VSTCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VSTCX
VSTCX charges 0.26% annually. There are 19 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 | VSTCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | VSTCX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | VSTCX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | VSTCX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | VSTCX vs TISBX |
Best Risk-Adjusted Alternatives to VSTCX
VSTCX has a PortfoliosLab risk / return rank of 87. There are 5 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 | VSTCX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | VSTCX vs WESCX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 90 | — | Nov 2017 | VSTCX vs GQSCX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | VSTCX vs MOPIX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | VSTCX vs RIVSX |
Top Performing VSTCX Alternatives (YTD)
VSTCX is at 22.37% YTD. There are 28 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 39.62% | — | Dec 2007 | VSTCX vs PVIVX | |
| Royce Micro Cap Series Fund | 38.19% | — | Dec 1991 | VSTCX vs RYOTX | |
| River Oak Discovery Fund | 31.64% | — | Jun 2005 | VSTCX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 30.11% | — | Apr 1997 | VSTCX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 29.96% | — | Apr 1997 | VSTCX vs WESCX |
Lowest Volatility Alternatives to VSTCX
VSTCX has 17.75% 1-year volatility. There are 67 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 | VSTCX vs HFCGX | |
| DFA International Small Company Portfolio | 14.33% | 15.72B | Sep 1996 | VSTCX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | VSTCX vs CSMDX | |
| DWS Small Cap Core Fund | 15.05% | — | Jul 2000 | VSTCX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.14% | — | — | VSTCX vs BOSOX |
Lowest Drawdown Alternatives to VSTCX
VSTCX has a 1-year max drawdown of -8.08%. There are 2 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 | VSTCX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | VSTCX vs HFCGX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | VSTCX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | VSTCX vs SSCDX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | VSTCX vs BIAUX |
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 VSTCX
Investors most often compare VSTCX with VPMAX, OBMCX, VSGAX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare VSTCX with Any Fund or Stock
Compare VSTCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VSTCX with funds that move differently
Vanguard Strategic Small-Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VSTCX.
Explore VSTCX Diversifiers