Sequoia Fund (SEQUX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SEQUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SEQUX
SEQUX charges 1.00% annually. There are 294 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | SEQUX vs VIGIX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | SEQUX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | SEQUX vs SWLGX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | SEQUX vs VIGAX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | SEQUX vs TILIX |
Best Risk-Adjusted Alternatives to SEQUX
SEQUX has a PortfoliosLab risk / return rank of 8. There are 307 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 91 | — | Feb 1969 | SEQUX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | SEQUX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | SEQUX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | SEQUX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 80 | — | Aug 2013 | SEQUX vs FZAPX |
Top Performing SEQUX Alternatives (YTD)
SEQUX is at 1.57% YTD. There are 305 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 29.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 29.13% | — | Mar 2020 | SEQUX vs ONERX | |
| ICON Equity Fund | 28.55% | — | Oct 2002 | SEQUX vs IOLZX | |
| Chase Growth Fund | 22.03% | — | Dec 1997 | SEQUX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.03% | — | Jan 2007 | SEQUX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 21.57% | — | Feb 2004 | SEQUX vs GTLLX |
Lowest Volatility Alternatives to SEQUX
SEQUX has 15.74% 1-year volatility. There are 106 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | SEQUX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.95% | — | Jan 2005 | SEQUX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | SEQUX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | SEQUX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.60% | — | Sep 2018 | SEQUX vs GQEPX |
Lowest Drawdown Alternatives to SEQUX
SEQUX has a 1-year max drawdown of -16.62%. There are 283 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | SEQUX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | SEQUX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | SEQUX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | SEQUX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | SEQUX vs DNVYX |
Often Compared With SEQUX
Investors most often compare SEQUX with SPY, VOO, SFTBY. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare SEQUX with Any Fund or Stock
Compare SEQUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SEQUX with funds that move differently
Sequoia Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SEQUX.
Explore SEQUX Diversifiers