Fidelity U.S. Low Volatility Equity Fund (FULVX) Alternatives
Fidelity U.S. Low Volatility Equity Fund (FULVX) 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 FULVX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FULVX
FULVX charges 0.66% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among FULVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | FULVX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | FULVX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | FULVX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | FULVX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | Aug 11, 2014 | FULVX vs SSEYX |
Best Risk-Adjusted Alternatives to FULVX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | FULVX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | FULVX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | FULVX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | FULVX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | FULVX vs DHAMX |
Top Performing FULVX Alternatives (YTD)
FULVX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | FULVX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | FULVX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | FULVX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | FULVX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | FULVX vs RCKSX |
Lowest Volatility Alternatives to FULVX
FULVX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | FULVX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | FULVX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | FULVX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | FULVX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | FULVX vs QUERX |
Lowest Drawdown Alternatives to FULVX
FULVX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | FULVX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | FULVX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | FULVX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | FULVX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | FULVX vs GQEIX |
Other Mutual Funds from Fidelity
Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | FULVX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FULVX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FULVX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FULVX vs FSELX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FULVX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FULVX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FULVX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FULVX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FULVX vs FTIHX | |
| Fidelity ZERO International Index Fund | Large Cap Blend Equities, Foreign Large Cap Equities | 80 | -0.81% | — | FULVX vs FZILX |
Often Compared With FULVX
What investors most often compare with FULVX, based on PortfoliosLab usage data.
Compare FULVX with Any Fund or Stock
Compare FULVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.