VTMSX Fund Comparisons

VTMSX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include SPSM, IJR, VIOO. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
VTMSX
Name
Vanguard Tax-Managed Small-Cap Fund
Type
Mutual Fund
Originator
Vanguard
Asset class
equity
Net expense ratio
0.05%
AUM
$11.5B

Comparable Funds

FundQuant reviewed 1,483 active searchable funds, 352 ETFs, 1,129 mutual funds and returned 3 comparable funds for VTMSX.

  1. SPSM - SPDR(R) Portfolio S&P 600 Small Cap ETF (1940 Act ETF; SPDR / State Street; equity; Closest Fit; fit score 98)
  2. IJR - iShares Core S&P Small-Cap ETF (1940 Act ETF; BlackRock / iShares; equity; Closest Fit; fit score 97)
  3. VIOO - Vanguard S&P Small-Cap 600 Index Fund (1940 Act ETF; Vanguard; equity; Closest Fit; fit score 97)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/VTMSX/comps