Vanguard Tax-Managed Small-Cap Fund Admiral Shares (VTMSX) 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 VTMSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VTMSX
VTMSX charges 0.09% annually. There are 10 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 | VTMSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | VTMSX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | VTMSX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | VTMSX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | VTMSX vs TISBX |
Best Risk-Adjusted Alternatives to VTMSX
VTMSX has a PortfoliosLab risk / return rank of 65. There are 78 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | VTMSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | VTMSX vs WESCX | |
| MainStay WMC Small Companies Fund | 92 | — | Jan 1987 | VTMSX vs MOPIX | |
| River Oak Discovery Fund | 91 | — | Jun 2005 | VTMSX vs RIVSX | |
| Royce Micro Cap Series Fund | 88 | — | Dec 1991 | VTMSX vs RYOTX |
Top Performing VTMSX Alternatives (YTD)
VTMSX is at 19.68% YTD. There are 72 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 38.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 38.19% | — | Dec 1991 | VTMSX vs RYOTX | |
| Paradigm Micro-cap Fund | 34.26% | — | Dec 2007 | VTMSX vs PVIVX | |
| River Oak Discovery Fund | 33.44% | — | Jun 2005 | VTMSX vs RIVSX | |
| Hodges Small Cap Fund | 32.31% | — | Dec 2007 | VTMSX vs HDPSX | |
| Keeley Small Cap Fund Class Institutional | 31.53% | — | Apr 1997 | VTMSX vs WWSIX |
Lowest Volatility Alternatives to VTMSX
VTMSX has 17.75% 1-year volatility. There are 62 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.57% | — | Nov 1996 | VTMSX vs HFCGX | |
| DFA International Small Company Portfolio | 14.23% | — | Sep 1996 | VTMSX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.67% | — | Feb 2017 | VTMSX vs CSMDX | |
| DWS Small Cap Core Fund | 14.84% | — | Jul 2000 | VTMSX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.20% | — | — | VTMSX vs BOSOX |
Lowest Drawdown Alternatives to VTMSX
VTMSX has a 1-year max drawdown of -8.59%. There are 7 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 | VTMSX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | VTMSX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | VTMSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | VTMSX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | VTMSX vs SSCDX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 30 | 11.55% | — | Sep 2021 | VTMSX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 52 | 8.19% | — | Jul 1993 | VTMSX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 12.07% | — | Dec 2012 | VTMSX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 53 | 10.22% | — | May 2011 | VTMSX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 62 | 10.04% | — | Dec 1991 | VTMSX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | 2.35% | — | Aug 2005 | VTMSX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 54 | 9.82% | — | Jul 2010 | VTMSX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 35.11% | — | Apr 2000 | VTMSX vs BGSAX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 61 | 11.83% | — | Sep 1999 | VTMSX vs FAMRX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 67 | 6.38% | — | Oct 2007 | VTMSX vs FFANX |
Often Compared With VTMSX
Investors most often compare VTMSX with VSMAX, AVUV, VTCLX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare VTMSX with Any Fund or Stock
Compare VTMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VTMSX with funds that move differently
Vanguard Tax-Managed Small-Cap Fund Admiral Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VTMSX.
Explore VTMSX Diversifiers