JPMorgan U.S. Sustainable Leaders Fund (JIISX) 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 JIISX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JIISX
JIISX charges 0.39% annually. There are 107 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% | — | — | JIISX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | JIISX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | JIISX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | JIISX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | JIISX vs VSMPX |
Best Risk-Adjusted Alternatives to JIISX
JIISX has a PortfoliosLab risk / return rank of 26. There are 320 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | JIISX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 93 | 92.00B | Nov 2001 | JIISX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | JIISX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | JIISX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 89 | — | Dec 2018 | JIISX vs FTZIX |
Top Performing JIISX Alternatives (YTD)
JIISX is at 3.71% YTD. There are 339 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.22% | 17.20B | Dec 2004 | JIISX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.50% | 92.00B | Nov 2001 | JIISX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.66% | — | Nov 2004 | JIISX vs POSKX | |
| Archer Multi Cap Fund | 24.45% | — | Dec 2019 | JIISX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 24.26% | — | Jan 1995 | JIISX vs IGIAX |
Lowest Volatility Alternatives to JIISX
JIISX has 12.92% 1-year volatility. There are 246 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | JIISX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.39% | — | Mar 2021 | JIISX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.34% | — | Jul 2012 | JIISX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.36% | — | Jul 2012 | JIISX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.52% | — | May 2015 | JIISX vs FSUVX |
Lowest Drawdown Alternatives to JIISX
JIISX has a 1-year max drawdown of -12.03%. There are 355 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 | JIISX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | JIISX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | JIISX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | JIISX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | JIISX vs QUERX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 12 | 3.47% | — | Nov 2010 | JIISX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 12 | 3.34% | — | Feb 1992 | JIISX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 3.23% | — | Feb 1994 | JIISX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 14 | 0.83% | — | Aug 2018 | JIISX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 77 | 12.37% | — | Jul 1987 | JIISX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.65% | — | Dec 2013 | JIISX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 82 | 1.11% | — | Jun 2014 | JIISX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 2.87% | — | Sep 1993 | JIISX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 13 | 0.72% | — | Aug 2018 | JIISX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 1.86% | — | Oct 1999 | JIISX vs VHIAX |
Often Compared With JIISX
Investors most often compare JIISX with BBUS, SGOIX, NWAUX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare JIISX with Any Fund or Stock
Compare JIISX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JIISX with funds that move differently
JPMorgan U.S. Sustainable Leaders Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JIISX.
Explore JIISX Diversifiers