DWS Equity Sector Strategy Fund (SPGRX) 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 SPGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SPGRX
SPGRX charges 0.48% annually. There are 126 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 | SPGRX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SPGRX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SPGRX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SPGRX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | SPGRX vs VSMPX |
Best Risk-Adjusted Alternatives to SPGRX
SPGRX has a PortfoliosLab risk / return rank of 72. There are 65 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 94 | 17.20B | Dec 2004 | SPGRX vs VPCCX | |
| Goldman Sachs Strategic Volatility Premium Fund | 93 | — | Mar 2021 | SPGRX vs SVPFX | |
| Vanguard PRIMECAP Fund Admiral Shares | 93 | 92.00B | Nov 2001 | SPGRX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | SPGRX vs POSKX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 90 | — | Dec 2018 | SPGRX vs FTZIX |
Top Performing SPGRX Alternatives (YTD)
SPGRX is at 10.70% YTD. There are 105 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 31.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 31.33% | 17.20B | Dec 2004 | SPGRX vs VPCCX | |
| Integrity ESG Growth & Income Fund | 27.23% | — | Jan 1995 | SPGRX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 26.99% | 92.00B | Nov 2001 | SPGRX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 25.69% | — | Nov 2004 | SPGRX vs POSKX | |
| Archer Multi Cap Fund | 24.72% | — | Dec 2019 | SPGRX vs ALSMX |
Lowest Volatility Alternatives to SPGRX
SPGRX has 12.47% 1-year volatility. There are 121 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | SPGRX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | SPGRX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.30% | — | Jul 2012 | SPGRX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.32% | — | Jul 2012 | SPGRX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.57% | — | May 2015 | SPGRX vs FSUVX |
Lowest Drawdown Alternatives to SPGRX
SPGRX has a 1-year max drawdown of -9.84%. There are 253 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 | SPGRX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SPGRX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SPGRX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SPGRX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SPGRX vs QUERX |
Other Mutual Funds from DWS
The 10 most viewed DWS mutual funds shown here include AAAAX, KTCAX, AAAZX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DWS RREEF Real Assets Fund - Class A | Diversified Portfolio | 33 | 7.17% | — | Jul 2007 | SPGRX vs AAAAX | |
| DWS Science and Technology Fund | Technology Equities | 51 | 22.74% | — | Sep 1948 | SPGRX vs KTCAX | |
| DWS RREEF Real Assets Fund | Global Allocation | 35 | 7.31% | — | Jul 2007 | SPGRX vs AAAZX | |
| DWS Core Equity Fund | Large Cap Blend Equities | 50 | 8.77% | — | May 1929 | SPGRX vs SCDGX | |
| DWS Emerging Markets Equity Fund | Emerging Markets Diversified | 77 | 30.66% | — | May 1996 | SPGRX vs SEMGX | |
| DWS International Growth Fund | Foreign Large Cap Equities | 14 | 7.03% | — | Jul 1986 | SPGRX vs SCOBX | |
| DWS Capital Growth Fund | Large Cap Growth Equities | 8 | 3.17% | — | Jul 2000 | SPGRX vs SCGSX | |
| DWS S&P 500 Index Fund | S&P 500 | 56 | 9.54% | — | Aug 1997 | SPGRX vs SCPIX | |
| DWS Global High Income Fund | High Yield Bonds | 74 | 2.00% | — | Mar 1998 | SPGRX vs MGHYX | |
| DWS Equity 500 Index Fund | Large Cap Blend Equities | 59 | 9.81% | — | Dec 1992 | SPGRX vs BTIIX |
Often Compared With SPGRX
Investors most often compare SPGRX with DHAMX, FGLGX, SCINX. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SPGRX with Any Fund or Stock
Compare SPGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SPGRX with funds that move differently
DWS Equity Sector Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SPGRX.
Explore SPGRX Diversifiers