Vanguard Tax-Managed Small-Cap Fund Institutional Shares (VTSIX) Alternatives
Vanguard Tax-Managed Small-Cap Fund Institutional Shares (VTSIX) 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 VTSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to VTSIX
VTSIX charges 0.06% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among VTSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | VTSIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | VTSIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | VTSIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | VTSIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | VTSIX vs VSMAX |
Best Risk-Adjusted Alternatives to VTSIX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | VTSIX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | VTSIX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | VTSIX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | VTSIX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | VTSIX vs PRSVX |
Top Performing VTSIX Alternatives (YTD)
VTSIX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | VTSIX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | VTSIX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | VTSIX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | VTSIX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | VTSIX vs RIVSX |
Lowest Volatility Alternatives to VTSIX
VTSIX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | VTSIX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | VTSIX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | VTSIX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | VTSIX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | VTSIX vs CSMDX |
Lowest Drawdown Alternatives to VTSIX
VTSIX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | VTSIX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | VTSIX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | VTSIX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | VTSIX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | VTSIX vs BOSOX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
Often Compared With VTSIX
What investors most often compare with VTSIX, based on PortfoliosLab usage data.
Compare VTSIX with Any Fund or Stock
Compare VTSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.