Quantified Rising Dividend Tactical Fund (QRDTX) 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 QRDTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to QRDTX
QRDTX charges 1.59% annually. There are 380 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | QRDTX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | QRDTX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | QRDTX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | QRDTX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | QRDTX vs VIIIX |
Best Risk-Adjusted Alternatives to QRDTX
QRDTX has a PortfoliosLab risk / return rank of 34. There are 302 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | QRDTX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | QRDTX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | QRDTX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | QRDTX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | QRDTX vs GTLOX |
Top Performing QRDTX Alternatives (YTD)
QRDTX is at 13.49% YTD. There are 55 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | QRDTX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | QRDTX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | QRDTX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | QRDTX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | QRDTX vs RESGX |
Lowest Volatility Alternatives to QRDTX
QRDTX has 14.71% 1-year volatility. There are 350 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | QRDTX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | QRDTX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | QRDTX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | QRDTX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | QRDTX vs JEPIX |
Lowest Drawdown Alternatives to QRDTX
QRDTX has a 1-year max drawdown of -11.17%. There are 331 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | QRDTX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | QRDTX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | QRDTX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | QRDTX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | QRDTX vs QUERX |
Other Mutual Funds from Advisors Preferred
The 10 most viewed Advisors Preferred mutual funds shown here include SVARX, HFSAX, OTRFX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Spectrum Low Volatility Fund | Nontraditional Bonds | 48 | 1.10% | — | Dec 2013 | QRDTX vs SVARX | |
| Hundredfold Select Alternative Fund Investor Class | Tactical Allocation | 43 | 0.79% | — | — | QRDTX vs HFSAX | |
| OnTrack Core Fund | Macro Trading | 79 | 5.19% | — | Jan 2013 | QRDTX vs OTRFX | |
| Quantified Managed Income Fund | Diversified Portfolio | 3 | -0.38% | — | Aug 2013 | QRDTX vs QBDSX | |
| Quantified Evolution Plus Fund | Tactical Allocation | 87 | 50.00% | — | Sep 2019 | QRDTX vs QEVOX | |
| Hundredfold Select Alternative Fund | Tactical Allocation | 33 | 0.22% | — | Aug 2004 | QRDTX vs SFHYX | |
| Spectrum Active Advantage Fund | Tactical Allocation | 11 | -3.20% | — | May 2015 | QRDTX vs SAPEX | |
| Quantified Alternative Investment Fund | Macro Trading | 49 | 4.33% | — | Aug 2013 | QRDTX vs QALTX | |
| Kensington Managed Income Fund | Nontraditional Bonds | 61 | 1.88% | — | May 2019 | QRDTX vs KAMIX | |
| Quantified Pattern Recognition Fund | Diversified Portfolio | 26 | -2.74% | — | Aug 2019 | QRDTX vs QSPMX |
Often Compared With QRDTX
Investors most often compare QRDTX with DHAMX, QSTFX, YFSIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare QRDTX with Any Fund or Stock
Compare QRDTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair QRDTX with funds that move differently
Quantified Rising Dividend Tactical Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to QRDTX.
Explore QRDTX Diversifiers