Independent Franchise Partners US Equity Fund (IFPUX) 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 IFPUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IFPUX
IFPUX charges 0.68% annually. There are 193 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% | — | — | IFPUX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | IFPUX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | IFPUX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | IFPUX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | IFPUX vs WBREOX |
Best Risk-Adjusted Alternatives to IFPUX
IFPUX has a PortfoliosLab risk / return rank of 15. There are 365 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | IFPUX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | IFPUX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | IFPUX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | IFPUX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | IFPUX vs POGSX |
Top Performing IFPUX Alternatives (YTD)
IFPUX is at -0.73% YTD. There are 387 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | IFPUX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | IFPUX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | IFPUX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | IFPUX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | IFPUX vs IGIAX |
Lowest Volatility Alternatives to IFPUX
IFPUX has 13.54% 1-year volatility. There are 281 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 | IFPUX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | IFPUX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | IFPUX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | IFPUX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | IFPUX vs SILVX |
Lowest Drawdown Alternatives to IFPUX
IFPUX has a 1-year max drawdown of -12.21%. There are 351 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 | IFPUX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | IFPUX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | IFPUX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | IFPUX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | IFPUX vs AMFEX |
Often Compared With IFPUX
Investors most often compare IFPUX with VOO, DBMF, SCHD. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare IFPUX with Any Fund or Stock
Compare IFPUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IFPUX with funds that move differently
Independent Franchise Partners US Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IFPUX.
Explore IFPUX Diversifiers