Symmetry Panoramic US Equity Fund (SPUSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SPUSX
SPUSX charges 0.64% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among SPUSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | SPUSX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | SPUSX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | SPUSX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | SPUSX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | Aug 11, 2014 | SPUSX vs SSEYX |
Best Risk-Adjusted Alternatives to SPUSX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | SPUSX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | SPUSX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | SPUSX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | SPUSX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | SPUSX vs DHAMX |
Top Performing SPUSX Alternatives (YTD)
SPUSX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | SPUSX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | SPUSX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | SPUSX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | SPUSX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | SPUSX vs RCKSX |
Lowest Volatility Alternatives to SPUSX
SPUSX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | SPUSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | SPUSX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | SPUSX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | SPUSX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | SPUSX vs QUERX |
Lowest Drawdown Alternatives to SPUSX
SPUSX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | SPUSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | SPUSX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | SPUSX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | SPUSX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | SPUSX vs GQEIX |
Other Mutual Funds from Symmetry Partners
Most popular Symmetry Partners mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Symmetry Panoramic Alternatives Fund | Multistrategy | 97 | 5.61% | Nov 11, 2018 | SPUSX vs SPATX | |
| Symmetry Panoramic US Fixed Income Fund | Intermediate Core-Plus Bond | 57 | -0.39% | Nov 12, 2018 | SPUSX vs SPUBX | |
| Symmetry Panoramic International Equity Fund | Foreign Large Cap Equities | 83 | -0.21% | Nov 12, 2018 | SPUSX vs SPILX | |
| Symmetry Panoramic Global Fixed Income Fund | Global Bonds | 53 | -0.44% | Nov 11, 2018 | SPUSX vs SPGBX | |
| Symmetry Panoramic Global Equity Fund | Global Equities | 62 | -1.82% | Nov 11, 2018 | SPUSX vs SPGEX | |
| Symmetry Panoramic Municipal Fixed Income Fund | Municipal Bonds | 57 | -0.38% | Nov 11, 2018 | SPUSX vs SPMFX |
Often Compared With SPUSX
What investors most often compare with SPUSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Wahed FTSE USA Shariah ETF | Large Cap Growth Equities | 73 | -4.25% | Jul 16, 2019 | SPUSX vs HLAL | |
| SP Funds S&P 500 Sharia Industry Exclusions ETF | S&P 500 | 76 | -5.55% | Dec 18, 2019 | SPUSX vs SPUS | |
| CIT: BlackRock Equity Index Fund Class 1 | Large Cap Blend Equities | 28 | -7.06% | Jul 24, 2017 | SPUSX vs WBREOX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | SPUSX vs VITPX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | SPUSX vs PAGDX | |
| State Street Equity 500 Index Fund Class K | Large Cap Blend Equities | 46 | -7.05% | Sep 17, 2014 | SPUSX vs SSSYX |
Compare SPUSX with Any Fund or Stock
Compare SPUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.