Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) 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 NASDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NASDX
NASDX charges 0.63% annually. There are 95 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 | NASDX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | NASDX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | NASDX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | NASDX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | NASDX vs VRGWX |
Best Risk-Adjusted Alternatives to NASDX
NASDX has a PortfoliosLab risk / return rank of 53. There are 46 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | NASDX vs VPMCX | |
| Chase Growth Fund Institutional Class | 90 | — | Jan 2007 | NASDX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | NASDX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | NASDX vs ONERX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 86 | 31.20B | Nov 2001 | NASDX vs VHCAX |
Top Performing NASDX Alternatives (YTD)
NASDX is at 16.12% YTD. There are 42 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | NASDX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.02% | — | Feb 2004 | NASDX vs RYGRX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | NASDX vs IOLZX | |
| Chase Growth Fund | 26.84% | — | Dec 1997 | NASDX vs CHASX | |
| Chase Growth Fund Institutional Class | 26.75% | — | Jan 2007 | NASDX vs CHAIX |
Lowest Volatility Alternatives to NASDX
NASDX has 18.56% 1-year volatility. There are 316 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.86% | — | Sep 2019 | NASDX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.73% | — | Jan 2005 | NASDX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.05% | — | Dec 2015 | NASDX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | NASDX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | NASDX vs GQEPX |
Lowest Drawdown Alternatives to NASDX
NASDX has a 1-year max drawdown of -11.90%. There are 95 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 | NASDX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | NASDX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | NASDX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | NASDX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | NASDX vs DNVYX |
Other Mutual Funds from Shelton Capital Management
The 7 most viewed Shelton Capital Management mutual funds shown here include EQTIX, NEXTX, DEBTX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Equity Income Fund | Derivative Income | 52 | 10.15% | — | Sep 1996 | NASDX vs EQTIX | |
| Shelton Green Alpha Fund | Mid Cap Growth Equities | 12 | 10.91% | — | Mar 2013 | NASDX vs NEXTX | |
| Shelton Tactical Credit Fund | Nontraditional Bonds | 64 | 1.89% | — | Dec 2013 | NASDX vs DEBTX | |
| Shelton International Select Equity Fund | Foreign Large Cap Equities | 47 | 13.32% | — | Dec 2008 | NASDX vs SISEX | |
| Shelton Capital Management U.S. Government Securit... | Government Bonds | 7 | -0.74% | — | Dec 1985 | NASDX vs CAUSX | |
| Green California Tax-Free Income Fund | Municipal Bonds | 75 | 2.20% | — | Dec 1985 | NASDX vs CFNTX | |
| Shelton Emerging Markets Fund | Emerging Markets Diversified | 70 | 18.56% | — | Mar 1997 | NASDX vs EMSQX |
Often Compared With NASDX
Investors most often compare NASDX with QQQ, USNQX, SPY. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare NASDX with Any Fund or Stock
Compare NASDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NASDX with funds that move differently
Shelton Capital Management Nasdaq-100 Index Fund Direct Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NASDX.
Explore NASDX Diversifiers