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 a closer substitute for your current allocation.
Cheapest Alternatives to REDWX
REDWX charges 2.50% annually. There are 395 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% | — | — | REDWX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | REDWX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | REDWX vs SSSYX |
Best Risk-Adjusted Alternatives to REDWX
REDWX has a PortfoliosLab risk / return rank of 26. There are 331 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 | REDWX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | REDWX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | REDWX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | REDWX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | REDWX vs IGIAX |
Top Performing REDWX Alternatives (YTD)
REDWX is at 5.56% YTD. There are 317 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 | REDWX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | REDWX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | REDWX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | REDWX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | REDWX vs FLVCX |
Lowest Volatility Alternatives to REDWX
REDWX has 13.37% 1-year volatility. There are 294 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 | REDWX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | REDWX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | REDWX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | REDWX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | REDWX vs FSUVX |
Lowest Drawdown Alternatives to REDWX
REDWX has a 1-year max drawdown of -13.47%. There are 375 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 | REDWX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | REDWX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | REDWX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | REDWX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | REDWX vs QUERX |
Often Compared With REDWX
Investors most often compare REDWX with VTSAX, VOO, AMIGX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare REDWX with Any Fund or Stock
Compare REDWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair REDWX with funds that move differently
Aspiration Redwood Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to REDWX.
Explore REDWX Diversifiers