UBS US Dividend Ruler Fund (DVRUX) belongs to the Large 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 DVRUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DVRUX
DVRUX charges 0.50% annually. There are 49 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | DVRUX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | DVRUX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | DVRUX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DVRUX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | DVRUX vs VVIAX |
Best Risk-Adjusted Alternatives to DVRUX
DVRUX has a PortfoliosLab risk / return rank of 48. There are 225 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | DVRUX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | DVRUX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | DVRUX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | DVRUX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | DVRUX vs AVLVX |
Top Performing DVRUX Alternatives (YTD)
DVRUX is at 10.78% YTD. There are 210 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | DVRUX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | DVRUX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | DVRUX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | DVRUX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | DVRUX vs YAFFX |
Lowest Volatility Alternatives to DVRUX
DVRUX has 11.57% 1-year volatility. There are 191 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | DVRUX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | DVRUX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | DVRUX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | DVRUX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | DVRUX vs TMMAX |
Lowest Drawdown Alternatives to DVRUX
DVRUX has a 1-year max drawdown of -8.14%. There are 233 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | DVRUX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | DVRUX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | DVRUX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | DVRUX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | DVRUX vs SVAIX |
Other Mutual Funds from UBS
The 10 most viewed UBS mutual funds shown here include EMPTX, QGRPX, UTBPX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| UBS Emerging Markets Equity Opportunity Fund | Emerging Markets Diversified | 86 | 23.76% | — | May 2018 | DVRUX vs EMPTX | |
| UBS US Quality Growth At Reasonable Price Fund | Large Cap Growth Equities | 10 | 2.46% | — | Jul 2020 | DVRUX vs QGRPX | |
| UBS Multi Income Bond Fund | Intermediate Core-Plus Bond | 39 | 1.29% | — | Dec 1972 | DVRUX vs UTBPX | |
| PACE Small/Medium Co Value Equity Investments | Small Cap Value Equities | 47 | 17.39% | — | Aug 1995 | DVRUX vs PCSVX | |
| UBS U.S. Allocation Fund | Diversified Portfolio | 59 | 7.57% | — | May 1993 | DVRUX vs PWTYX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 75 | 1.28% | — | Aug 1995 | DVRUX vs PCMNX | |
| UBS Ultra Short Income Fund | Ultrashort Bond | — | — | — | May 2018 | DVRUX vs USIAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | Intermediate Core Bond | 55 | 2.72% | — | Aug 1995 | DVRUX vs PCGTX | |
| UBS Global Allocation Fund | Global Allocation | 69 | 7.99% | — | Aug 1992 | DVRUX vs BPGLX | |
| PACE Alternative Strategies Investments | Multistrategy | 49 | 3.65% | — | Apr 2006 | DVRUX vs PASIX |
Often Compared With DVRUX
Investors most often compare DVRUX with SCHD, VTV, SCHG. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare DVRUX with Any Fund or Stock
Compare DVRUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DVRUX with funds that move differently
UBS US Dividend Ruler Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DVRUX.
Explore DVRUX Diversifiers