Independent Franchise Part 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 197 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 | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | IFPUX vs SSSYX |
Best Risk-Adjusted Alternatives to IFPUX
IFPUX has a PortfoliosLab risk / return rank of 8. There are 371 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 | IFPUX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | IFPUX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | IFPUX vs POSKX | |
| Centre American Select Equity Fund | 90 | — | Dec 2011 | IFPUX vs DHAMX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | IFPUX vs GTLOX |
Top Performing IFPUX Alternatives (YTD)
IFPUX is at -7.42% YTD. There are 393 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.81% | 15.30B | Dec 2004 | IFPUX vs VPCCX | |
| AMG Yacktman Global Fund | 28.24% | — | Jan 2017 | IFPUX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.23% | — | Dec 2015 | IFPUX vs RESGX | |
| Archer Multi Cap Fund | 26.58% | — | Dec 2019 | IFPUX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.32% | — | Jan 1995 | IFPUX vs IGIAX |
Lowest Volatility Alternatives to IFPUX
IFPUX has 11.88% 1-year volatility. There are 120 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 | IFPUX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | IFPUX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.93% | — | Jul 2012 | IFPUX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.93% | — | Jul 2012 | IFPUX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | IFPUX vs FULVX |
Lowest Drawdown Alternatives to IFPUX
IFPUX has a 1-year max drawdown of -12.16%. There are 356 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 | IFPUX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | IFPUX vs ORDNX | |
| 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 |
Often Compared With IFPUX
Investors most often compare IFPUX with VOO, DBMF, SCHD. These 20 comparison targets span 5 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 Part Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IFPUX.
Explore IFPUX Diversifiers