Invesco Nasdaq 100 Index Fund (IVNQX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IVNQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IVNQX
IVNQX charges 0.29% annually. There are 18 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | IVNQX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | IVNQX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | IVNQX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | IVNQX vs VRGWX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | IVNQX vs VIGAX |
Best Risk-Adjusted Alternatives to IVNQX
IVNQX has a PortfoliosLab risk / return rank of 36. There are 62 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 91 | — | Feb 1969 | IVNQX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | IVNQX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | IVNQX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | IVNQX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 80 | — | Aug 2013 | IVNQX vs FZAPX |
Top Performing IVNQX Alternatives (YTD)
IVNQX is at 12.16% YTD. There are 45 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 29.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 29.13% | — | Mar 2020 | IVNQX vs ONERX | |
| ICON Equity Fund | 28.55% | — | Oct 2002 | IVNQX vs IOLZX | |
| Chase Growth Fund Institutional Class | 22.03% | — | Jan 2007 | IVNQX vs CHAIX | |
| Chase Growth Fund | 22.03% | — | Dec 1997 | IVNQX vs CHASX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 21.57% | — | Feb 2004 | IVNQX vs GTLLX |
Lowest Volatility Alternatives to IVNQX
IVNQX has 19.39% 1-year volatility. There are 328 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | IVNQX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.95% | — | Jan 2005 | IVNQX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | IVNQX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | IVNQX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.60% | — | Sep 2018 | IVNQX vs GQEPX |
Lowest Drawdown Alternatives to IVNQX
IVNQX has a 1-year max drawdown of -11.95%. There are 93 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | IVNQX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | IVNQX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | IVNQX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | IVNQX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | IVNQX vs DNVYX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include VADAX, OPGSX, VAFAX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 65 | 12.90% | — | Jul 1997 | IVNQX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 27 | -11.62% | — | Jul 1983 | IVNQX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 8 | 3.77% | — | Jun 2005 | IVNQX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 70 | 14.99% | — | Jun 2001 | IVNQX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 84 | 13.00% | — | Oct 1968 | IVNQX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 76 | 22.92% | — | Jun 1999 | IVNQX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 32 | 6.96% | — | Feb 1988 | IVNQX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 76 | 7.85% | — | Aug 1960 | IVNQX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 66 | 13.07% | — | Jul 1997 | IVNQX vs VADDX | |
| Invesco Global Fund | Global Equities | 15 | 3.45% | — | Dec 1969 | IVNQX vs OPPAX |
Often Compared With IVNQX
Investors most often compare IVNQX with QQQ, USNQX, QQQM. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare IVNQX with Any Fund or Stock
Compare IVNQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IVNQX with funds that move differently
Invesco Nasdaq 100 Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IVNQX.
Explore IVNQX Diversifiers