Aspiration Redwood Fund (REDWX) Alternatives
Aspiration Redwood Fund (REDWX) 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 REDWX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to REDWX
REDWX charges 2.50% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among REDWX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | REDWX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | REDWX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | REDWX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | REDWX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | REDWX vs SSSYX |
Best Risk-Adjusted Alternatives to REDWX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | REDWX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | REDWX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | REDWX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | REDWX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | REDWX vs DHAMX |
Top Performing REDWX Alternatives (YTD)
REDWX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | REDWX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | REDWX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | REDWX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | REDWX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | REDWX vs RCKSX |
Lowest Volatility Alternatives to REDWX
REDWX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | REDWX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | REDWX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | REDWX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | REDWX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | REDWX vs QUERX |
Lowest Drawdown Alternatives to REDWX
REDWX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | REDWX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | REDWX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | REDWX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | REDWX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | REDWX vs GQEIX |
Often Compared With REDWX
What investors most often compare with REDWX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Sha... | Large Cap Blend Equities | 46 | -6.75% | Nov 13, 2000 | REDWX vs VTSAX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | REDWX vs VOO | |
| Amana Growth Fund | Large Cap Growth Equities | 63 | -6.50% | Sep 25, 2013 | REDWX vs AMIGX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | REDWX vs VITPX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | REDWX vs PAGDX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 44 | -7.05% | Aug 11, 2014 | REDWX vs SSEYX |
Compare REDWX with Any Fund or Stock
Compare REDWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.