Dana Epiphany ESG Equity Fund (ESGIX) 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 ESGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ESGIX
ESGIX charges 1.12% annually. There are 340 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 | ESGIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | ESGIX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | ESGIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | ESGIX vs FLCPX | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | — | Aug 2015 | ESGIX vs BKTSX |
Best Risk-Adjusted Alternatives to ESGIX
ESGIX has a PortfoliosLab risk / return rank of 35. There are 283 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | ESGIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | ESGIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | ESGIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 89 | — | Feb 2004 | ESGIX vs GTLOX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 89 | — | Dec 2015 | ESGIX vs RESGX |
Top Performing ESGIX Alternatives (YTD)
ESGIX is at 5.91% YTD. There are 277 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.27% | 17.20B | Dec 2004 | ESGIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 92.00B | Nov 2001 | ESGIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.51% | — | Nov 2004 | ESGIX vs POSKX | |
| Integrity ESG Growth & Income Fund | 24.37% | — | Jan 1995 | ESGIX vs IGIAX | |
| Archer Multi Cap Fund | 24.19% | — | Dec 2019 | ESGIX vs ALSMX |
Lowest Volatility Alternatives to ESGIX
ESGIX has 13.44% 1-year volatility. There are 297 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | ESGIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | ESGIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | ESGIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.41% | — | Jul 2012 | ESGIX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.58% | — | May 2015 | ESGIX vs FSUVX |
Lowest Drawdown Alternatives to ESGIX
ESGIX has a 1-year max drawdown of -9.40%. There are 218 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | ESGIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | ESGIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | ESGIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | ESGIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | ESGIX vs QUERX |
Other Mutual Funds from Dana Investment
The 1 most viewed Dana Investment mutual funds shown here include DSCIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | Small Cap Growth Equities | 91 | 26.20% | — | Nov 2015 | ESGIX vs DSCIX |
Often Compared With ESGIX
Investors most often compare ESGIX with SCHD, STAG, SPYG. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare ESGIX with Any Fund or Stock
Compare ESGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ESGIX with funds that move differently
Dana Epiphany ESG Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ESGIX.
Explore ESGIX Diversifiers