UBS US Dividend Ruler Fund (DVRUX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DVRUX
DVRUX charges 0.50% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among DVRUX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | DVRUX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | DVRUX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | DVRUX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | DVRUX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | DVRUX vs TILVX |
Best Risk-Adjusted Alternatives to DVRUX
Among mutual funds in the Large Cap Value 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 International High Dividend Yield Index F... | 92 | Mar 2, 2016 | DVRUX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | DVRUX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | DVRUX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | DVRUX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | DVRUX vs VALAX |
Top Performing DVRUX Alternatives (YTD)
DVRUX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | DVRUX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | DVRUX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | DVRUX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | DVRUX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | DVRUX vs HFCVX |
Lowest Volatility Alternatives to DVRUX
DVRUX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | DVRUX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | DVRUX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | DVRUX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | DVRUX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | DVRUX vs ACIIX |
Lowest Drawdown Alternatives to DVRUX
DVRUX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | DVRUX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | DVRUX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | DVRUX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | DVRUX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | DVRUX vs PSECX |
Other Mutual Funds from UBS
Most popular UBS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| UBS US Quality Growth At Reasonable Price Fund | Large Cap Growth Equities | 12 | -14.31% | Jul 8, 2020 | DVRUX vs QGRPX | |
| UBS Emerging Markets Equity Opportunity Fund | Emerging Markets Diversified | 89 | -0.19% | May 30, 2018 | DVRUX vs EMPTX | |
| UBS U.S. Allocation Fund | Diversified Portfolio | 38 | -5.56% | May 9, 1993 | DVRUX vs PWTYX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 54 | -0.51% | Aug 23, 1995 | DVRUX vs PCMNX | |
| PACE Alternative Strategies Investments | Multistrategy | 75 | -0.69% | Apr 9, 2006 | DVRUX vs PASIX | |
| UBS Multi Income Bond Fund | Intermediate Core-Plus Bond | 40 | -1.29% | Dec 19, 1972 | DVRUX vs UTBPX | |
| UBS Global Allocation Fund | Global Allocation | 65 | -4.25% | Aug 30, 1992 | DVRUX vs BPGLX | |
| UBS International Sustainable Equity Fund | Foreign Large Cap Equities | 51 | -4.27% | Aug 31, 1993 | DVRUX vs BNUEX | |
| PACE Strategic Fixed Income Investments | Intermediate Core-Plus Bond | 60 | -0.44% | Aug 24, 1995 | DVRUX vs PCSIX | |
| PACE Small/Medium Co Value Equity Investments | Small Cap Value Equities | 23 | -0.12% | Aug 24, 1995 | DVRUX vs PCSVX |
Often Compared With DVRUX
What investors most often compare with DVRUX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | DVRUX vs SCHD | |
| Vanguard Value ETF | Large Cap Value Equities | 67 | 3.30% | Jan 26, 2004 | DVRUX vs VTV | |
| Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 46 | -10.59% | Dec 11, 2009 | DVRUX vs SCHG | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | Large Cap Value Equities, Dividend | 65 | 1.97% | Feb 7, 2019 | DVRUX vs VHYAX | |
| UBS Ultra Short Income Fund | Ultrashort Bond | 98 | 0.13% | May 29, 2018 | DVRUX vs USIAX | |
| PACE Large Co Growth Equity Investments | Large Cap Growth Equities | 7 | -12.90% | Aug 24, 1995 | DVRUX vs PCLCX | |
| PACE Small/Medium Co Growth Equity Investments | Small Cap Growth Equities | 7 | -9.66% | Aug 24, 1995 | DVRUX vs PCSGX | |
| PACE International Emerging Markets Equity Investm... | Emerging Markets Diversified | 87 | 0.24% | Aug 23, 1995 | DVRUX vs PCEMX | |
| UBS Sustainable Development Bank Bond Fund | Global Bonds | 73 | 0.17% | Oct 23, 2018 | DVRUX vs UDBPX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | Intermediate Core Bond | 80 | 2.45% | Aug 24, 1995 | DVRUX vs PCGTX |
Compare DVRUX with Any Fund or Stock
Compare DVRUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.