Vericimetry U.S. Small Cap Value Fund (VYSVX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VYSVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VYSVX
VYSVX charges 0.63% annually. There are 14 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | VYSVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | VYSVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | VYSVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | VYSVX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | VYSVX vs VRTVX |
Best Risk-Adjusted Alternatives to VYSVX
VYSVX has a PortfoliosLab risk / return rank of 61. There are 56 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 90 | — | May 1998 | VYSVX vs AVALX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | VYSVX vs MMEYX | |
| Transamerica Small Cap Value | 88 | — | Jan 2003 | VYSVX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 87 | — | Apr 2006 | VYSVX vs ICISX | |
| Third Avenue Small Cap Value Fund | 87 | — | Apr 1997 | VYSVX vs TASCX |
Top Performing VYSVX Alternatives (YTD)
VYSVX is at 18.30% YTD. There are 70 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 33.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 33.82% | — | Dec 1996 | VYSVX vs MMEYX | |
| Royce Opportunity Fund | 29.63% | — | Nov 1996 | VYSVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.08% | — | Apr 2021 | VYSVX vs FESCX | |
| Invesco Small Cap Value Fund | 27.97% | — | Jun 1999 | VYSVX vs VSCAX | |
| Fidelity Advisor Small Cap Value Fund Class Z | 26.39% | — | Oct 2018 | VYSVX vs FIKNX |
Lowest Volatility Alternatives to VYSVX
VYSVX has 17.62% 1-year volatility. There are 73 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | VYSVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.30% | — | Apr 2019 | VYSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.19% | — | Apr 1997 | VYSVX vs TASCX | |
| VELA Small Cap Fund | 14.29% | — | Sep 2020 | VYSVX vs VESMX | |
| Royce Special Equity Fund | 14.30% | — | May 1998 | VYSVX vs RYSEX |
Lowest Drawdown Alternatives to VYSVX
VYSVX has a 1-year max drawdown of -8.96%. There are 31 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | VYSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | VYSVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | VYSVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | VYSVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | VYSVX vs TSLTX |
Often Compared With VYSVX
Investors most often compare VYSVX with NVDA, SWTSX, MOAT. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare VYSVX with Any Fund or Stock
Compare VYSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VYSVX with funds that move differently
Vericimetry U.S. Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VYSVX.
Explore VYSVX Diversifiers