AQR Large Cap Defensive Style Fund (AUEIX) belongs to the Large 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 AUEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AUEIX
AUEIX charges 0.37% annually. There are 101 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | AUEIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | AUEIX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | AUEIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | AUEIX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | AUEIX vs VIIIX |
Best Risk-Adjusted Alternatives to AUEIX
AUEIX has a PortfoliosLab risk / return rank of 11. There are 362 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | AUEIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | AUEIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | AUEIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 89 | — | Feb 2004 | AUEIX vs GTLOX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 89 | — | Dec 2015 | AUEIX vs RESGX |
Top Performing AUEIX Alternatives (YTD)
AUEIX is at 4.70% YTD. There are 314 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.27% | 17.20B | Dec 2004 | AUEIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 92.00B | Nov 2001 | AUEIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.51% | — | Nov 2004 | AUEIX vs POSKX | |
| Integrity ESG Growth & Income Fund | 24.37% | — | Jan 1995 | AUEIX vs IGIAX | |
| Archer Multi Cap Fund | 24.19% | — | Dec 2019 | AUEIX vs ALSMX |
Lowest Volatility Alternatives to AUEIX
AUEIX has 8.41% 1-year volatility. There are 3 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | AUEIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | AUEIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | AUEIX vs QUERX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.58% | — | May 2015 | AUEIX vs FSUVX | |
| JPMorgan Equity Premium Income Fund Class I | 8.72% | — | Aug 2018 | AUEIX vs JEPIX |
Lowest Drawdown Alternatives to AUEIX
AUEIX has a 1-year max drawdown of -5.91%. There are 3 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | AUEIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | AUEIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | AUEIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | AUEIX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | AUEIX vs AMFEX |
Other Mutual Funds from AQR Funds
The 10 most viewed AQR Funds mutual funds shown here include QLEIX, QLENX, QMNNX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AQR Long-Short Equity Fund | Long-Short | 44 | -1.80% | — | Jul 2013 | AUEIX vs QLEIX | |
| AQR Long-Short Equity Fund Class N | Long-Short, Actively Managed | 42 | -1.90% | — | Jul 2013 | AUEIX vs QLENX | |
| AQR Equity Market Neutral Fund N | Equity Market Neutral | 6 | -7.21% | — | Oct 2014 | AUEIX vs QMNNX | |
| AQR Managed Futures Strategy Fund | Systematic Trend | 90 | 10.66% | — | Jan 2010 | AUEIX vs AQMIX | |
| AQR Style Premia Alternative Fund | Multistrategy | 52 | 12.37% | — | Oct 2013 | AUEIX vs QSPIX | |
| AQR Alternative Risk Premia Fund | Multistrategy | 96 | 17.03% | — | Sep 2017 | AUEIX vs QRPIX | |
| AQR Trend Total Return Fund | Systematic Trend | 93 | 13.23% | — | Dec 2021 | AUEIX vs QNZNX | |
| AQR Managed Futures Strategy HV Fund | Systematic Trend | 82 | 13.50% | — | Jul 2013 | AUEIX vs QMHIX | |
| AQR Multi-Asset Fund | Tactical Allocation | 46 | 7.62% | — | Sep 2010 | AUEIX vs AQRIX | |
| AQR Global Equity Fund | Global Equities | 67 | 10.65% | — | Dec 2009 | AUEIX vs AQGIX |
Often Compared With AUEIX
Investors most often compare AUEIX with AMOMX, IPOS, BRK-B. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare AUEIX with Any Fund or Stock
Compare AUEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AUEIX with funds that move differently
AQR Large Cap Defensive Style Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AUEIX.
Explore AUEIX Diversifiers