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 334 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 500 Index Fund Institutional Select Share... | 0.01% | — | — | ESGIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | ESGIX vs VSTSX | |
| 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 | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | ESGIX vs SSSYX |
Best Risk-Adjusted Alternatives to ESGIX
ESGIX has a PortfoliosLab risk / return rank of 56. There are 224 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | ESGIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | ESGIX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | ESGIX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | ESGIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | ESGIX vs GTLOX |
Top Performing ESGIX Alternatives (YTD)
ESGIX is at 10.96% YTD. There are 188 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | ESGIX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | ESGIX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | ESGIX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | ESGIX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | ESGIX vs IGIAX |
Lowest Volatility Alternatives to ESGIX
ESGIX has 12.93% 1-year volatility. There are 309 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | ESGIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | ESGIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | ESGIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | ESGIX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | ESGIX vs FULVX |
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 | 85 | 21.19% | — | Nov 2015 | ESGIX vs DSCIX |
Often Compared With ESGIX
Investors most often compare ESGIX with STAG, SCHD, 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