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 a closer substitute for your current allocation.
Cheapest Alternatives to VTSIX
VTSIX charges 0.06% annually. There are 6 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 | VTSIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | VTSIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | VTSIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | VTSIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | VTSIX vs VSMAX |
Best Risk-Adjusted Alternatives to VTSIX
VTSIX has a PortfoliosLab risk / return rank of 54. There are 72 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 | |
|---|---|---|---|---|---|
| Auer Growth Fund | 91 | — | Dec 2007 | VTSIX vs AUERX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | VTSIX vs MOPIX | |
| Keeley Small Cap Fund Class Institutional | 88 | — | Apr 1997 | VTSIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 88 | — | Apr 1997 | VTSIX vs WESCX | |
| River Oak Discovery Fund | 87 | — | Jun 2005 | VTSIX vs RIVSX |
Top Performing VTSIX Alternatives (YTD)
VTSIX is at 15.60% YTD. There are 73 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 | VTSIX vs RYOTX | |
| River Oak Discovery Fund | 30.52% | — | Jun 2005 | VTSIX vs RIVSX | |
| Paradigm Micro-cap Fund | 29.56% | — | Dec 2007 | VTSIX vs PVIVX | |
| Hodges Small Cap Fund | 29.53% | — | Dec 2007 | VTSIX vs HDPSX | |
| MainStay WMC Small Companies Fund | 26.74% | — | Jan 1987 | VTSIX vs MOPIX |
Lowest Volatility Alternatives to VTSIX
VTSIX has 17.55% 1-year volatility. There are 65 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.91% | — | Nov 1996 | VTSIX vs HFCGX | |
| DFA International Small Company Portfolio | 13.79% | — | Sep 1996 | VTSIX vs DFISX | |
| DWS Small Cap Core Fund | 14.27% | — | Jul 2000 | VTSIX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.48% | — | Feb 2017 | VTSIX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.11% | — | — | VTSIX vs BOSOX |
Lowest Drawdown Alternatives to VTSIX
VTSIX 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 | VTSIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | VTSIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | VTSIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | VTSIX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | VTSIX 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 | 76 | 20.81% | — | Jan 2000 | VTSIX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.11% | 13.70B | Feb 2004 | VTSIX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 5.85% | 11.90B | Sep 1994 | VTSIX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.07% | 28.60B | Sep 1994 | VTSIX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 74 | 11.54% | — | Jul 1993 | VTSIX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 32 | 12.58% | — | Sep 2021 | VTSIX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.57% | — | May 2011 | VTSIX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 91 | 12.00% | — | Dec 2012 | VTSIX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 76 | 11.37% | — | Dec 1991 | VTSIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 14.60% | — | Jul 2010 | VTSIX vs ASFYX |
Often Compared With VTSIX
Investors most often compare VTSIX with VITSX, FSMD, VGT. These 20 comparison targets span 10 categories, 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.
Pair VTSIX with funds that move differently
Vanguard Tax-Managed Small-Cap Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VTSIX.
Explore VTSIX Diversifiers