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 | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | VTMSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | VTMSX vs VSCIX | |
| 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 52. There are 77 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | VTMSX vs MOPIX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | VTMSX vs WWSIX | |
| Auer Growth Fund | 87 | — | Dec 2007 | VTMSX vs AUERX | |
| River Oak Discovery Fund | 87 | — | Jun 2005 | VTMSX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 86 | — | Apr 1997 | VTMSX vs WESCX |
Top Performing VTMSX Alternatives (YTD)
VTMSX is at 15.67% YTD. There are 87 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 35.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 35.57% | — | Dec 1991 | VTMSX vs RYOTX | |
| River Oak Discovery Fund | 31.64% | — | Jun 2005 | VTMSX vs RIVSX | |
| Paradigm Micro-cap Fund | 31.03% | — | Dec 2007 | VTMSX vs PVIVX | |
| Hodges Small Cap Fund | 30.62% | — | Dec 2007 | VTMSX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | VTMSX vs MOPIX |
Lowest Volatility Alternatives to VTMSX
VTMSX has 17.55% 1-year volatility. There are 64 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.93%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.93% | — | Nov 1996 | VTMSX vs HFCGX | |
| DFA International Small Company Portfolio | 13.75% | — | Sep 1996 | VTMSX vs DFISX | |
| DWS Small Cap Core Fund | 14.30% | — | Jul 2000 | VTMSX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.45% | — | Feb 2017 | VTMSX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | 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% | 2.80B | Apr 2006 | VTMSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | VTMSX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | VTMSX vs BIAUX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 71 | 21.03% | — | Jan 2000 | VTMSX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 3 | -6.39% | 13.70B | Feb 2004 | VTMSX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 77 | 5.64% | 11.90B | Sep 1994 | VTMSX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 63 | 10.53% | 28.60B | Sep 1994 | VTMSX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 66 | 10.87% | — | Jul 1993 | VTMSX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 26 | 11.44% | — | Sep 2021 | VTMSX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | 12.11% | — | May 2011 | VTMSX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.62% | — | Dec 2012 | VTMSX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 72 | 11.27% | — | Dec 1991 | VTMSX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 69 | 15.25% | — | Jul 2010 | VTMSX vs ASFYX |
Often Compared With VTMSX
Investors most often compare VTMSX with VSMAX, AVUV, VFIAX. These 20 comparison targets span 11 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