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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%.


Best Risk-Adjusted Alternatives to VTMSX

VTMSX has a PortfoliosLab risk / return rank of 59. There are 69 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.


Top Performing VTMSX Alternatives (YTD)

VTMSX is at 16.65% YTD. There are 80 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.


Lowest Volatility Alternatives to VTMSX

VTMSX has 17.53% 1-year volatility. There are 64 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.


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%.


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.


Often Compared With VTMSX

Investors most often compare VTMSX with AVUV, VFIAX, ^SP600. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Avantis US Small Cap Value ETFSmall Cap Value Equities
67
17.96%
26.41BSep 2019VTMSX vs AVUV
Vanguard 500 Index Fund Admiral SharesS&P 500, Large Cap Blend Equities
73
11.69%
1.60TNov 2000VTMSX vs VFIAX
S&P 600
66
14.59%
VTMSX vs ^SP600
Fidelity Mid Cap Index FundMid Cap Blend Equities
43
12.78%
Sep 2011VTMSX vs FSMDX
Schwab Fundamental US Small Co. Index ETFSmall Cap Blend Equities
56
14.87%
8.92BAug 2013VTMSX vs FNDA
TIAA-CREF Small-Cap Blend Index FundSmall Cap Blend Equities
64
18.69%
Oct 2002VTMSX vs TISBX
S&P 500 Total Return
79
10.89%
VTMSX vs ^SP500TR
T. Rowe Price Mid-Cap Value FundMid Cap Value Equities
50
15.42%
Jun 1996VTMSX vs TRMCX
Kinetics Small Cap Opportunities FundSmall Cap Growth Equities
4
17.73%
Mar 2000VTMSX vs KSCOX
Vanguard Mid-Cap Index Fund Admiral SharesMid Cap Blend Equities
35
10.54%
213.90BNov 2001VTMSX vs VIMAX
Vanguard Total Stock Market ETFLarge Cap Blend Equities
68
11.20%
2.20TMay 2001VTMSX vs VTI
Vanguard S&P 500 ETFS&P 500
70
10.91%
1.60TSep 2010VTMSX vs VOO
Oberweis Small-Cap Opportunities FundSmall Cap Growth Equities
75
36.53%
Sep 1996VTMSX vs OBSOX
Berkshire Hathaway Inc.
23
-5.43%
VTMSX vs BRK-B
Vanguard Growth ETFLarge Cap Growth Equities
43
9.49%
365.00BJan 2004VTMSX vs VUG
Vanguard Mega Cap Growth ETFLarge Cap Growth Equities
45
10.01%
32.00BDec 2007VTMSX vs MGK
Dodge & Cox International Stock FundForeign Large Cap Equities, Large Cap Value Equities
59
12.76%
VTMSX vs DODFX
Vanguard Information Technology ETFTechnology Equities
76
31.64%
144.20BMar 2004VTMSX vs VGT
Vanguard Growth Index Fund Admiral SharesLarge Cap Growth Equities
34
10.82%
365.00BNov 2000VTMSX vs VIGAX
Sterling Capital Stratton Small Cap Value FundSmall Cap Blend Equities
71
18.04%
Apr 1993VTMSX vs STSCX

Compare VTMSX with Any Fund or Stock

Compare VTMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

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