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 292 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | SEQUX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | SEQUX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | SEQUX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | SEQUX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | SEQUX vs VIGAX |
Best Risk-Adjusted Alternatives to SEQUX
SEQUX has a PortfoliosLab risk / return rank of 5. There are 373 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | SEQUX vs VPMCX | |
| Chase Growth Fund Institutional Class | 90 | — | Jan 2007 | SEQUX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | SEQUX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | SEQUX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | SEQUX vs FCGSX |
Top Performing SEQUX Alternatives (YTD)
SEQUX is at 1.11% YTD. There are 380 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | SEQUX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.02% | — | Feb 2004 | SEQUX vs RYGRX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | SEQUX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.33% | — | Feb 2017 | SEQUX vs FUMIX | |
| Chase Growth Fund | 26.84% | — | Dec 1997 | SEQUX vs CHASX |
Lowest Volatility Alternatives to SEQUX
SEQUX has 15.41% 1-year volatility. There are 116 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.86% | — | Sep 2019 | SEQUX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.73% | — | Jan 2005 | SEQUX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | SEQUX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | SEQUX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | SEQUX vs GQEPX |
Lowest Drawdown Alternatives to SEQUX
SEQUX has a 1-year max drawdown of -16.62%. There are 282 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 9 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