AQR Large Cap Defensive Style Fund Class R6 (QUERX) 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 QUERX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to QUERX
QUERX charges 0.31% annually. There are 89 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% | — | — | QUERX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | QUERX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | QUERX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | QUERX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | QUERX vs VSMPX |
Best Risk-Adjusted Alternatives to QUERX
QUERX has a PortfoliosLab risk / return rank of 26. There are 333 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 | QUERX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | QUERX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | QUERX vs POGSX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | QUERX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | QUERX vs VPMAX |
Top Performing QUERX Alternatives (YTD)
QUERX is at 8.13% YTD. There are 311 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 | QUERX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | QUERX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | QUERX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | QUERX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 23.20% | 92.00B | Nov 2001 | QUERX vs VPMAX |
Lowest Volatility Alternatives to QUERX
QUERX has 8.26% 1-year volatility. There are 2 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 | QUERX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | QUERX vs ORDNX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | QUERX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | QUERX vs JEPIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.73% | — | May 2015 | QUERX vs FSUVX |
Lowest Drawdown Alternatives to QUERX
QUERX has a 1-year max drawdown of -5.93%. There are 4 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 | QUERX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | QUERX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | QUERX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | QUERX vs AUEIX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | QUERX vs AMFEX |
Other Mutual Funds from AQR Funds
The 10 most viewed AQR Funds mutual funds shown here include QLEIX, QLENX, QMNNX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AQR Long-Short Equity Fund | Long-Short | 61 | -1.65% | — | Jul 2013 | QUERX vs QLEIX | |
| AQR Long-Short Equity Fund Class N | Long-Short, Actively Managed | 58 | -1.80% | — | Jul 2013 | QUERX vs QLENX | |
| AQR Equity Market Neutral Fund Class N | Equity Market Neutral | 7 | -8.36% | — | Oct 2014 | QUERX vs QMNNX | |
| AQR Managed Futures Strategy Fund | Systematic Trend | 91 | 10.03% | — | Jan 2010 | QUERX vs AQMIX | |
| AQR Alternative Risk Premia Fund | Multistrategy | 97 | 17.69% | — | Sep 2017 | QUERX vs QRPIX | |
| AQR Style Premia Alternative Fund | Multistrategy | 78 | 12.37% | — | Oct 2013 | QUERX vs QSPIX | |
| AQR Trend Total Return Fund | Systematic Trend | 93 | 14.04% | — | Dec 2021 | QUERX vs QNZNX | |
| AQR Managed Futures Strategy HV Fund | Systematic Trend | 85 | 12.18% | — | Jul 2013 | QUERX vs QMHIX | |
| AQR Multi-Asset Fund | Tactical Allocation | 73 | 8.96% | — | Sep 2010 | QUERX vs AQRIX | |
| AQR Global Equity Fund | Global Equities | 77 | 12.78% | — | Dec 2009 | QUERX vs AQGIX |
Often Compared With QUERX
Investors most often compare QUERX with FGJEX, MEQFX, CFIMX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare QUERX with Any Fund or Stock
Compare QUERX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair QUERX with funds that move differently
AQR Large Cap Defensive Style Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to QUERX.
Explore QUERX Diversifiers