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 500 Index Fund Institutional Select Share... | 0.01% | — | — | FSAKX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | FSAKX vs VSTSX | |
| 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 | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | FSAKX vs SSSYX |
Best Risk-Adjusted Alternatives to FSAKX
FSAKX has a PortfoliosLab risk / return rank of 57. There are 196 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 | 17.20B | Dec 2004 | FSAKX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | FSAKX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | FSAKX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | FSAKX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | FSAKX vs IGIAX |
Top Performing FSAKX Alternatives (YTD)
FSAKX is at 11.18% YTD. There are 72 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | FSAKX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | FSAKX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | FSAKX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | FSAKX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | FSAKX vs FLVCX |
Lowest Volatility Alternatives to FSAKX
FSAKX has 14.74% 1-year volatility. There are 355 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | FSAKX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | FSAKX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | FSAKX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | FSAKX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | FSAKX vs FSUVX |
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 -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | 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 4 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