Sphere 500 Fossil Free 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 41 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% | — | — | SPFFX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SPFFX vs VSTSX | |
| 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 | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | SPFFX vs SSSYX |
Best Risk-Adjusted Alternatives to SPFFX
SPFFX has a PortfoliosLab risk / return rank of 51. There are 225 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 | SPFFX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | SPFFX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | SPFFX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | SPFFX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | SPFFX vs IGIAX |
Top Performing SPFFX Alternatives (YTD)
SPFFX is at 9.97% YTD. There are 125 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 | SPFFX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | SPFFX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | SPFFX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | SPFFX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | SPFFX vs FLVCX |
Lowest Volatility Alternatives to SPFFX
SPFFX has 13.95% 1-year volatility. There are 319 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 | SPFFX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | SPFFX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | SPFFX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | SPFFX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | SPFFX vs FSUVX |
Lowest Drawdown Alternatives to SPFFX
SPFFX has a 1-year max drawdown of -10.75%. There are 313 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 | SPFFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SPFFX vs ORDNX | |
| 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 |
Often Compared With SPFFX
Investors most often compare SPFFX with SPY, DFSIX, VOO. These 20 comparison targets span 10 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 Fossil Free Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SPFFX.
Explore SPFFX Diversifiers