Northern U.S. Quality ESG Fund (NUESX) belongs to the Quality Factor category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NUESX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NUESX
NUESX charges 0.39% annually. There are 2 mutual funds in the Quality Factor category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI U.S. Quality Index Fund | 0.10% | — | Oct 2015 | NUESX vs FUQIX | |
| Fidelity SAI International Quality Index Fund | 0.19% | — | May 2020 | NUESX vs FQITX | |
| GMO Quality Fund Class IV | 0.47% | — | Feb 2004 | NUESX vs GQEFX | |
| GMO Quality Fund | 0.49% | — | Feb 2004 | NUESX vs GQETX | |
| GQG Partners US Select Quality Equity Fund | 0.49% | — | Sep 2018 | NUESX vs GQEIX |
Best Risk-Adjusted Alternatives to NUESX
NUESX has a PortfoliosLab risk / return rank of 43. There are 5 mutual funds in the Quality Factor category with higher risk-adjusted ranks, going as high as 71.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners International Quality Dividend Income... | 71 | — | Jun 2021 | NUESX vs GQJPX | |
| GQG Partners Global Quality Dividend Income Fund | 70 | — | Jun 2021 | NUESX vs GQFPX | |
| GQG Partners US Quality Dividend Income Fund | 62 | — | Jun 2021 | NUESX vs GQHPX | |
| GMO Quality Fund | 52 | — | Feb 2004 | NUESX vs GQETX | |
| GMO Quality Fund Class IV | 47 | — | Feb 2004 | NUESX vs GQEFX |
Top Performing NUESX Alternatives (YTD)
NUESX is at 8.00% YTD. There are 8 mutual funds in the Quality Factor category with higher YTD returns, going as high as 14.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Westwood Quality SmallCap Fund | 14.97% | — | Apr 2007 | NUESX vs WHGSX | |
| Westwood Quality SMidCap Fund | 14.93% | — | Dec 2005 | NUESX vs WHGMX | |
| GQG Partners US Quality Dividend Income Fund | 13.55% | — | Jun 2021 | NUESX vs GQHPX | |
| GQG Partners Global Quality Dividend Income Fund | 11.60% | — | Jun 2021 | NUESX vs GQFPX | |
| Fidelity SAI International Quality Index Fund | 11.52% | — | May 2020 | NUESX vs FQITX |
Lowest Volatility Alternatives to NUESX
NUESX has 13.09% 1-year volatility. There are 16 mutual funds in the Quality Factor category with lower 1-year volatility, going as low as 9.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners Global Quality Equity Fund Institutio... | 9.45% | — | Mar 2019 | NUESX vs GQRIX | |
| GQG Partners Global Quality Equity Fund | 9.47% | — | Mar 2019 | NUESX vs GQRPX | |
| Westwood Quality Value Fund | 10.06% | — | Jun 2006 | NUESX vs WHGLX | |
| GQG Partners Global Quality Dividend Income Fund | 10.18% | — | Jun 2021 | NUESX vs GQFPX | |
| Haverford Quality Growth Stock Fund | 10.27% | — | Jun 2004 | NUESX vs HAVGX |
Lowest Drawdown Alternatives to NUESX
NUESX has a 1-year max drawdown of -9.63%. There are 11 mutual funds in the Quality Factor category with shallower 1-year drawdowns, going as shallow as -6.28%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners Global Quality Dividend Income Fund | -6.28% | — | Jun 2021 | NUESX vs GQFPX | |
| GQG Partners US Quality Dividend Income Fund | -6.50% | — | Jun 2021 | NUESX vs GQHPX | |
| Westwood Quality Value Fund | -6.96% | — | Jun 2006 | NUESX vs WHGLX | |
| GQG Partners Global Quality Equity Fund Institutio... | -7.00% | — | Mar 2019 | NUESX vs GQRIX | |
| GQG Partners Global Quality Equity Fund | -7.02% | — | Mar 2019 | NUESX vs GQRPX |
Other Mutual Funds from Northern Trust
The 10 most viewed Northern Trust mutual funds shown here include NOIEX, NOSIX, NHFIX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Northern Income Equity Fund | Large Cap Value Equities, Dividend, Actively Managed | 78 | 12.25% | — | Apr 1994 | NUESX vs NOIEX | |
| Northern Stock Index Fund | Large Cap Blend Equities | 62 | 9.34% | — | Oct 1996 | NUESX vs NOSIX | |
| Northern High Yield Fixed Income Fund | High Yield Bonds | 80 | 2.00% | — | Dec 1998 | NUESX vs NHFIX | |
| Northern Global Sustainability Index Fund | Global Equities | 57 | 9.33% | — | Mar 2008 | NUESX vs NSRIX | |
| Northern Small Cap Value Fund | Small Cap Value Equities | 86 | 21.99% | — | Mar 1994 | NUESX vs NOSGX | |
| Northern International Equity Index Fund | Foreign Large Cap Equities | 61 | 12.75% | — | Mar 2005 | NUESX vs NOINX | |
| Northern Large Cap Core Fund | Large Cap Blend Equities | 74 | 9.87% | — | Dec 2005 | NUESX vs NOLCX | |
| Northern Small Cap Core Fund | Small Cap Blend Equities | 83 | 21.27% | — | Sep 1999 | NUESX vs NSGRX | |
| Northern Bond Index Fund | Intermediate Core Bond | 13 | -1.04% | — | Feb 2007 | NUESX vs NOBOX | |
| Northern Mid Cap Index Fund | Mid Cap Blend Equities | 48 | 14.71% | — | Mar 2005 | NUESX vs NOMIX |
Often Compared With NUESX
Investors most often compare NUESX with SWPPX, VYM, VFIAX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare NUESX with Any Fund or Stock
Compare NUESX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NUESX with funds that move differently
Northern U.S. Quality ESG Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NUESX.
Explore NUESX Diversifiers