Strategic Advisers U.S. Total Stock Fund (FSAKX) 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 FSAKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FSAKX
FSAKX charges 0.28% annually. There are 84 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 | FSAKX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | FSAKX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | FSAKX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | FSAKX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | FSAKX vs VSMPX |
Best Risk-Adjusted Alternatives to FSAKX
FSAKX has a PortfoliosLab risk / return rank of 36. There are 287 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | FSAKX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | FSAKX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | FSAKX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | FSAKX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | FSAKX vs GTLOX |
Top Performing FSAKX Alternatives (YTD)
FSAKX is at 8.94% YTD. There are 280 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | FSAKX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | FSAKX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | FSAKX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | FSAKX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | FSAKX vs RESGX |
Lowest Volatility Alternatives to FSAKX
FSAKX has 15.07% 1-year volatility. There are 360 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | FSAKX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | FSAKX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | FSAKX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | FSAKX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | FSAKX vs JEPIX |
Lowest Drawdown Alternatives to FSAKX
FSAKX has a 1-year max drawdown of -8.97%. There are 176 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | FSAKX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | FSAKX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | FSAKX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | FSAKX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | FSAKX vs QUERX |
Often Compared With FSAKX
Investors most often compare FSAKX with VOO, IVV, SPY. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare FSAKX with Any Fund or Stock
Compare FSAKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FSAKX with funds that move differently
Strategic Advisers U.S. Total Stock Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSAKX.
Explore FSAKX Diversifiers