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 20 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | IVNQX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | IVNQX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | IVNQX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | IVNQX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | IVNQX vs VIGAX |
Best Risk-Adjusted Alternatives to IVNQX
IVNQX has a PortfoliosLab risk / return rank of 71. There are 33 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | IVNQX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | IVNQX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | IVNQX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | IVNQX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | IVNQX vs FOCPX |
Top Performing IVNQX Alternatives (YTD)
IVNQX is at 20.39% YTD. There are 28 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | IVNQX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | IVNQX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | IVNQX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | IVNQX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | IVNQX vs POGRX |
Lowest Volatility Alternatives to IVNQX
IVNQX has 17.74% 1-year volatility. There are 302 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | IVNQX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | IVNQX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | IVNQX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | IVNQX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | IVNQX vs GQEPX |
Lowest Drawdown Alternatives to IVNQX
IVNQX has a 1-year max drawdown of -11.95%. There are 97 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 | 43 | 10.14% | — | — | IVNQX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 23 | -3.25% | — | Jul 1983 | IVNQX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | 9.63% | — | Jun 2005 | IVNQX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 85 | 24.13% | — | Jun 2001 | IVNQX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 63 | 10.38% | — | Oct 1968 | IVNQX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 89 | 32.95% | — | Jun 1999 | IVNQX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 36 | 5.31% | — | Feb 1988 | IVNQX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 63 | 6.66% | — | Aug 1960 | IVNQX vs ACEIX | |
| Invesco Global Fund | Global Equities | 26 | 9.69% | — | Dec 1969 | IVNQX vs OPPAX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 44 | 10.27% | — | Jul 1997 | IVNQX vs VADDX |
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