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 94 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | NASDX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | NASDX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | NASDX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | NASDX vs VIGAX |
Best Risk-Adjusted Alternatives to NASDX
NASDX has a PortfoliosLab risk / return rank of 71. There are 31 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 | NASDX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | NASDX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | NASDX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | NASDX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | NASDX vs FOCPX |
Top Performing NASDX Alternatives (YTD)
NASDX is at 20.21% YTD. There are 31 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 | NASDX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | NASDX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | NASDX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | NASDX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | NASDX vs POGRX |
Lowest Volatility Alternatives to NASDX
NASDX 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 | NASDX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | NASDX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | 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... | 10.42% | — | Sep 2018 | NASDX vs GQEPX |
Lowest Drawdown Alternatives to NASDX
NASDX has a 1-year max drawdown of -11.90%. There are 96 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 | 47 | 8.64% | — | Sep 1996 | NASDX vs EQTIX | |
| Shelton Green Alpha Fund | Mid Cap Growth Equities | 18 | 12.15% | — | Mar 2013 | NASDX vs NEXTX | |
| Shelton Tactical Credit Fund | Nontraditional Bonds | 60 | 1.74% | — | Dec 2013 | NASDX vs DEBTX | |
| Shelton International Select Equity Fund | Foreign Large Cap Equities | 52 | 14.69% | — | Dec 2008 | NASDX vs SISEX | |
| Green California Tax-Free Income Fund | Municipal Bonds | 64 | 1.89% | — | Dec 1985 | NASDX vs CFNTX | |
| Shelton Capital Management U.S. Government Securit... | Government Bonds | 7 | -0.38% | — | Dec 1985 | NASDX vs CAUSX | |
| Shelton Emerging Markets Fund | Emerging Markets Diversified | 80 | 24.99% | — | Mar 1997 | NASDX vs EMSQX |
Often Compared With NASDX
Investors most often compare NASDX with QQQ, USNQX, GOOG. These 20 comparison targets span 9 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