Northern U.S. Quality ESG Fund (NUESX) 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 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 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% | — | — | NUESX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | NUESX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | NUESX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | NUESX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | NUESX vs SSSYX |
Best Risk-Adjusted Alternatives to NUESX
NUESX has a PortfoliosLab risk / return rank of 46. There are 246 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | NUESX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | NUESX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | NUESX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | NUESX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | NUESX vs IGIAX |
Top Performing NUESX Alternatives (YTD)
NUESX is at 7.10% YTD. There are 274 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | NUESX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | NUESX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | NUESX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | NUESX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | NUESX vs FLVCX |
Lowest Volatility Alternatives to NUESX
NUESX has 12.85% 1-year volatility. There are 239 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | NUESX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | NUESX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | NUESX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | NUESX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | NUESX vs FSUVX |
Lowest Drawdown Alternatives to NUESX
NUESX has a 1-year max drawdown of -9.41%. There are 219 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 | NUESX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | NUESX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | NUESX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | NUESX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | NUESX vs QUERX |
Other Mutual Funds from Northern Funds
The 10 most viewed Northern Funds mutual funds shown here include NOIEX, NOSIX, NHFIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Northern Income Equity Fund | Large Cap Value Equities | 74 | 10.55% | — | Mar 1994 | NUESX vs NOIEX | |
| Northern Stock Index Fund | Large Cap Blend Equities | 65 | 9.78% | — | Oct 1996 | NUESX vs NOSIX | |
| Northern High Yield Fixed Income Fund | High Yield Bonds | 78 | 1.53% | — | Dec 1998 | NUESX vs NHFIX | |
| Northern Global Sustainability Index Fund | Global Equities | 52 | 8.98% | — | Mar 2008 | NUESX vs NSRIX | |
| Northern International Equity Index Fund | Foreign Large Cap Equities | 36 | 10.93% | — | Mar 2005 | NUESX vs NOINX | |
| Northern Small Cap Value Fund | Small Cap Value Equities | 71 | 18.41% | — | Mar 1994 | NUESX vs NOSGX | |
| Northern Small Cap Core Fund | Small Cap Blend Equities | 74 | 20.56% | — | Sep 1999 | NUESX vs NSGRX | |
| Northern Large Cap Core Fund | Large Cap Blend Equities | 74 | 8.71% | — | Dec 2005 | NUESX vs NOLCX | |
| Northern Bond Index Fund | Intermediate Core Bond | 16 | -0.28% | — | Feb 2007 | NUESX vs NOBOX | |
| Northern Mid Cap Index Fund | Mid Cap Blend Equities | 51 | 15.87% | — | Mar 2005 | NUESX vs NOMIX |
Often Compared With NUESX
Investors most often compare NUESX with SWPPX, VYM, VFIAX. These 20 comparison targets span 6 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