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 87 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 | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | QUERX vs WBREOX |
Best Risk-Adjusted Alternatives to QUERX
QUERX has a PortfoliosLab risk / return rank of 16. There are 355 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 | 15.30B | Dec 2004 | QUERX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | QUERX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | QUERX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | QUERX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | QUERX vs GTLOX |
Top Performing QUERX Alternatives (YTD)
QUERX is at 7.05% YTD. There are 316 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | QUERX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | QUERX vs YFSIX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | QUERX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 82.00B | Nov 2001 | QUERX vs VPMAX | |
| Centre American Select Equity Fund | 24.46% | — | Dec 2011 | QUERX vs DHAMX |
Lowest Volatility Alternatives to QUERX
QUERX has 7.92% 1-year volatility. There are 3 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | QUERX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | QUERX vs ORDNX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | QUERX vs AUEIX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | QUERX vs FULVX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.39% | — | 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 -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | 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 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AQR Long-Short Equity Fund | Long-Short | 53 | 0.38% | — | Jul 2013 | QUERX vs QLEIX | |
| AQR Long-Short Equity N | Long-Short | 51 | 0.29% | — | Jul 2013 | QUERX vs QLENX | |
| AQR Equity Market Neutral Fund N | Equity Market Neutral | 5 | -5.98% | — | Oct 2014 | QUERX vs QMNNX | |
| AQR Managed Futures Strategy Fund | Systematic Trend | 89 | 12.96% | — | Jan 2010 | QUERX vs AQMIX | |
| AQR Style Premia Alternative Fund | Multistrategy | 50 | 12.83% | — | Oct 2013 | QUERX vs QSPIX | |
| AQR Alternative Risk Premia Fund | Multistrategy | 97 | 18.92% | — | Sep 2017 | QUERX vs QRPIX | |
| AQR Trend Total Return Fund | Systematic Trend | 95 | 18.15% | — | Dec 2021 | QUERX vs QNZNX | |
| AQR Multi-Asset Fund | Tactical Allocation | 70 | 10.80% | — | Sep 2010 | QUERX vs AQRIX | |
| AQR Managed Futures Strategy HV Fund | Systematic Trend | 82 | 17.77% | — | Jul 2013 | QUERX vs QMHIX | |
| AQR Global Equity Fund | Global Equities | 77 | 13.92% | — | 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