Symmetry Panoramic US Equity Fund (SPUSX) 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 SPUSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SPUSX
SPUSX charges 0.64% annually. There are 176 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 | SPUSX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SPUSX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SPUSX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SPUSX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | SPUSX vs SSSYX |
Best Risk-Adjusted Alternatives to SPUSX
SPUSX has a PortfoliosLab risk / return rank of 69. There are 77 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 | SPUSX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | SPUSX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | SPUSX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | SPUSX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | SPUSX vs IGIAX |
Top Performing SPUSX Alternatives (YTD)
SPUSX is at 13.35% YTD. There are 43 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 | SPUSX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | SPUSX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | SPUSX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | SPUSX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | SPUSX vs FLVCX |
Lowest Volatility Alternatives to SPUSX
SPUSX has 12.37% 1-year volatility. There are 110 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 | SPUSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | SPUSX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | SPUSX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | SPUSX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | SPUSX vs FSUVX |
Lowest Drawdown Alternatives to SPUSX
SPUSX has a 1-year max drawdown of -8.14%. There are 51 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 | SPUSX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SPUSX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SPUSX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SPUSX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SPUSX vs QUERX |
Other Mutual Funds from Symmetry Partners
The 6 most viewed Symmetry Partners mutual funds shown here include SPATX, SPILX, SPUBX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Symmetry Panoramic Alternatives Fund | Multistrategy | 97 | 7.89% | — | Nov 2018 | SPUSX vs SPATX | |
| Symmetry Panoramic International Equity Fund | Foreign Large Cap Equities | 74 | 17.79% | — | Nov 2018 | SPUSX vs SPILX | |
| Symmetry Panoramic US Fixed Income Fund | Intermediate Core-Plus Bond | 22 | 0.26% | — | Nov 2018 | SPUSX vs SPUBX | |
| Symmetry Panoramic Global Fixed Income Fund | Global Bonds | 20 | 0.88% | — | Nov 2018 | SPUSX vs SPGBX | |
| Symmetry Panoramic Municipal Fixed Income Fund | Municipal Bonds | 60 | 1.44% | — | Nov 2018 | SPUSX vs SPMFX | |
| Symmetry Panoramic Global Equity Fund | Global Equities | 78 | 15.71% | — | Nov 2018 | SPUSX vs SPGEX |
Often Compared With SPUSX
Investors most often compare SPUSX with HLAL, SPUS, WBREOX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SPUSX with Any Fund or Stock
Compare SPUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SPUSX with funds that move differently
Symmetry Panoramic US Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SPUSX.
Explore SPUSX Diversifiers