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 96 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 | NASDX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | NASDX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | NASDX vs FSPGX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | NASDX vs TILIX | |
| Vanguard Mega Cap Growth Index Fund Institutional ... | 0.05% | — | Apr 2008 | NASDX vs VMGAX |
Best Risk-Adjusted Alternatives to NASDX
NASDX has a PortfoliosLab risk / return rank of 37. There are 57 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 | NASDX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | NASDX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | NASDX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | NASDX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 80 | — | Aug 2013 | NASDX vs FZAPX |
Top Performing NASDX Alternatives (YTD)
NASDX is at 12.17% YTD. There are 44 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 | NASDX vs ONERX | |
| ICON Equity Fund | 28.55% | — | Oct 2002 | NASDX vs IOLZX | |
| Chase Growth Fund | 22.03% | — | Dec 1997 | NASDX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.03% | — | Jan 2007 | NASDX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 21.57% | — | Feb 2004 | NASDX vs GTLLX |
Lowest Volatility Alternatives to NASDX
NASDX has 19.35% 1-year volatility. There are 326 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 | NASDX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.95% | — | Jan 2005 | NASDX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | NASDX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | NASDX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.60% | — | Sep 2018 | NASDX vs GQEPX |
Lowest Drawdown Alternatives to NASDX
NASDX has a 1-year max drawdown of -11.90%. There are 92 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
The 7 most viewed Shelton mutual funds shown here include EQTIX, DEBTX, NEXTX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Equity Income Fund | Derivative Income | 54 | 9.12% | — | Sep 1996 | NASDX vs EQTIX | |
| Shelton Tactical Credit Fund | Nontraditional Bonds | 54 | 1.69% | — | Dec 2013 | NASDX vs DEBTX | |
| Shelton Green Alpha Fund | Mid Cap Growth Equities | 14 | 8.59% | — | Mar 2013 | NASDX vs NEXTX | |
| Shelton International Select Equity Fund | Foreign Large Cap Equities | 64 | 14.72% | — | Dec 2008 | NASDX vs SISEX | |
| Shelton Capital Management U.S. Government Securit... | Government Bonds | 5 | -1.82% | — | Dec 1985 | NASDX vs CAUSX | |
| Green California Tax-Free Income Fund | Municipal Bonds | 54 | 0.19% | — | Dec 1985 | NASDX vs CFNTX | |
| Shelton Emerging Markets Fund | Emerging Markets Equities | 56 | 17.04% | — | Mar 1997 | NASDX vs EMSQX |
Often Compared With NASDX
Investors most often compare NASDX with QQQ, USNQX, SPY. These 20 comparison targets span 11 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