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 a closer substitute for your current allocation.
Cheapest Alternatives to AVUSX
AVUSX charges 0.15% annually. There are 52 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 | 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 2016 | AVUSX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | AVUSX vs VIIIX |
Best Risk-Adjusted Alternatives to AVUSX
AVUSX has a PortfoliosLab risk / return rank of 84. There are 20 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | AVUSX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | AVUSX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | AVUSX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | AVUSX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | AVUSX vs GTLOX |
Top Performing AVUSX Alternatives (YTD)
AVUSX is at 15.62% YTD. There are 24 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | AVUSX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | AVUSX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | AVUSX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | AVUSX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | AVUSX vs RESGX |
Lowest Volatility Alternatives to AVUSX
AVUSX has 12.53% 1-year volatility. There are 141 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | AVUSX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | AVUSX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | AVUSX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | AVUSX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | AVUSX vs JEPIX |
Lowest Drawdown Alternatives to AVUSX
AVUSX has a 1-year max drawdown of -7.48%. There are 25 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | AVUSX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | AVUSX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | AVUSX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | AVUSX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | AVUSX vs QUERX |
Other Mutual Funds from Avantis Investors
The 5 most viewed Avantis Investors mutual funds shown here include AVUVX, AVDVX, AVDEX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value Fund | Small Cap Value Equities | 76 | 22.42% | — | Dec 2019 | AVUSX vs AVUVX | |
| Avantis International Small Cap Value Fund Institu... | Foreign Small & Mid Cap Equities | 71 | 12.96% | — | Dec 2019 | AVUSX vs AVDVX | |
| Avantis International Equity Fund | Foreign Large Cap Equities | 48 | 10.92% | — | Dec 2019 | AVUSX vs AVDEX | |
| Avantis Emerging Markets Equity Fund | Emerging Markets Diversified | 70 | 20.72% | — | Dec 2019 | AVUSX vs AVEEX | |
| Avantis Core Fixed Income Fund | Intermediate Core Bond | 19 | -0.23% | — | Feb 2021 | AVUSX vs AVIGX |
Often Compared With AVUSX
Investors most often compare AVUSX with AVUS, VTI, VOO. These 19 comparison targets span 7 categories, 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.
Pair AVUSX with funds that move differently
Avantis U.S. Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AVUSX.
Explore AVUSX Diversifiers