Sphere 500 Climate Fund (SPFFX) 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 SPFFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SPFFX
SPFFX charges 0.11% annually. There are 40 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SPFFX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SPFFX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SPFFX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SPFFX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | SPFFX vs WBREOX |
Best Risk-Adjusted Alternatives to SPFFX
SPFFX has a PortfoliosLab risk / return rank of 42. There are 261 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | SPFFX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 18.10B | Dec 2004 | SPFFX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 93 | — | Feb 2004 | SPFFX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | SPFFX vs FTZIX | |
| Rock Oak Core Growth Fund | 91 | — | Dec 2004 | SPFFX vs RCKSX |
Top Performing SPFFX Alternatives (YTD)
SPFFX is at 9.68% YTD. There are 225 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.41% | 18.10B | Dec 2004 | SPFFX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 23.90% | — | Dec 2018 | SPFFX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.34% | — | Nov 2004 | SPFFX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.17% | — | Dec 2015 | SPFFX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.69% | — | Jan 1995 | SPFFX vs IGIAX |
Lowest Volatility Alternatives to SPFFX
SPFFX has 14.46% 1-year volatility. There are 328 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.21% | — | Mar 2021 | SPFFX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | SPFFX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.22% | — | Jul 2012 | SPFFX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.83% | — | Aug 2018 | SPFFX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.32% | — | Feb 2012 | SPFFX vs SILVX |
Lowest Drawdown Alternatives to SPFFX
SPFFX has a 1-year max drawdown of -10.75%. There are 312 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | SPFFX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SPFFX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SPFFX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SPFFX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | SPFFX vs AMFEX |
Often Compared With SPFFX
Investors most often compare SPFFX with SPY, DFSIX, VOO. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare SPFFX with Any Fund or Stock
Compare SPFFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SPFFX with funds that move differently
Sphere 500 Climate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SPFFX.
Explore SPFFX Diversifiers