Avantis U.S. Equity Fund (AVUSX) Alternatives
Avantis U.S. Equity Fund (AVUSX) 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 AVUSX. 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 AVUSX
AVUSX charges 0.15% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among AVUSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | AVUSX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | AVUSX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | AVUSX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | AVUSX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | AVUSX vs SSSYX |
Best Risk-Adjusted Alternatives to AVUSX
Among mutual funds in the Large 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | AVUSX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | AVUSX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | AVUSX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | AVUSX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | AVUSX vs DHAMX |
Top Performing AVUSX Alternatives (YTD)
AVUSX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | AVUSX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | AVUSX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | AVUSX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | AVUSX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | AVUSX vs RCKSX |
Lowest Volatility Alternatives to AVUSX
AVUSX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | AVUSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | AVUSX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | AVUSX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | AVUSX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | AVUSX vs QUERX |
Lowest Drawdown Alternatives to AVUSX
AVUSX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | AVUSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | AVUSX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | AVUSX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | AVUSX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | AVUSX vs GQEIX |
Other Mutual Funds from Avantis Investors
Most popular Avantis Investors mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value Fund | Small Cap Value Equities | 66 | 5.65% | Dec 4, 2019 | AVUSX vs AVUVX | |
| Avantis International Small Cap Value Fund | Foreign Small & Mid Cap Equities | 94 | 3.00% | Dec 3, 2019 | AVUSX vs AVDVX | |
| Avantis International Equity Fund | Foreign Large Cap Equities | 84 | -0.19% | Dec 4, 2019 | AVUSX vs AVDEX | |
| Avantis Emerging Markets Equity Fund | Emerging Markets Diversified | 87 | 0.61% | Dec 3, 2019 | AVUSX vs AVEEX | |
| Avantis Core Fixed Income Fund | Intermediate Core Bond | 56 | -0.93% | Feb 23, 2021 | AVUSX vs AVIGX |
Often Compared With AVUSX
What investors most often compare with AVUSX, based on PortfoliosLab usage data.
Compare AVUSX with Any Fund or Stock
Compare AVUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.