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 50 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 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DVRUX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | DVRUX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | DVRUX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | DVRUX vs TILVX |
Best Risk-Adjusted Alternatives to DVRUX
DVRUX has a PortfoliosLab risk / return rank of 70. There are 109 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 | |
| Al Frank Fund | 95 | — | May 2006 | DVRUX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | DVRUX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | DVRUX vs SABTX |
Top Performing DVRUX Alternatives (YTD)
DVRUX is at 10.37% YTD. There are 116 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 31.39%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 31.39% | — | May 1997 | DVRUX vs YAFFX | |
| PIMCO RAE US Fund | 23.68% | — | Jun 2015 | DVRUX vs PKAIX | |
| Al Frank Fund | 21.52% | — | May 2006 | DVRUX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 20.67% | — | Jun 2022 | DVRUX vs AVLVX | |
| AMG Yacktman Fund | 20.51% | — | Jul 1992 | DVRUX vs YACKX |
Lowest Volatility Alternatives to DVRUX
DVRUX has 11.16% 1-year volatility. There are 182 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.91% | — | Sep 2017 | DVRUX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | DVRUX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.14% | — | Dec 1973 | DVRUX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class C | 8.08% | — | Nov 1997 | DVRUX vs FLCCX | |
| Fidelity Advisor Large Cap Fund Class I | 8.08% | — | Feb 1996 | DVRUX vs FALIX |
Lowest Drawdown Alternatives to DVRUX
DVRUX has a 1-year max drawdown of -8.14%. There are 236 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | DVRUX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | DVRUX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | DVRUX vs HFCVX | |
| 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 | 93 | 28.52% | — | May 2018 | DVRUX vs EMPTX | |
| UBS US Quality Growth At Reasonable Price Fund | Large Cap Growth Equities | 22 | 4.75% | — | Jul 2020 | DVRUX vs QGRPX | |
| UBS Multi Income Bond Fund | Intermediate Core-Plus Bond | 41 | 1.23% | — | Dec 1972 | DVRUX vs UTBPX | |
| UBS U.S. Allocation Fund | Diversified Portfolio | 76 | 8.03% | — | May 1993 | DVRUX vs PWTYX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 70 | 1.04% | — | Aug 1995 | DVRUX vs PCMNX | |
| UBS Global Allocation Fund | Global Allocation | 77 | 8.64% | — | Aug 1992 | DVRUX vs BPGLX | |
| PACE Alternative Strategies Investments | Multistrategy | 46 | 3.55% | — | Apr 2006 | DVRUX vs PASIX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | Intermediate Core Bond | 50 | 3.02% | — | Aug 1995 | DVRUX vs PCGTX | |
| UBS Ultra Short Income Fund | Ultrashort Bond | — | — | — | May 2018 | DVRUX vs USIAX | |
| UBS International Sustainable Equity Fund | Foreign Large Cap Equities | 39 | 6.16% | — | Aug 1993 | DVRUX vs BNUEX |
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