BlackRock Exchange Portfolio (STSEX) 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 STSEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to STSEX
STSEX charges 0.81% annually. There are 233 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 | STSEX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | STSEX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | STSEX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | STSEX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | STSEX vs WBREOX |
Best Risk-Adjusted Alternatives to STSEX
STSEX has a PortfoliosLab risk / return rank of 10. There are 365 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 | 15.30B | Dec 2004 | STSEX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | STSEX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | STSEX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | STSEX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | STSEX vs GTLOX |
Top Performing STSEX Alternatives (YTD)
STSEX is at -2.04% YTD. There are 384 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | STSEX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | STSEX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | STSEX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | STSEX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | STSEX vs IGIAX |
Lowest Volatility Alternatives to STSEX
STSEX has 9.98% 1-year volatility. There are 26 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | STSEX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | STSEX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | STSEX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | STSEX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | STSEX vs FULVX |
Lowest Drawdown Alternatives to STSEX
STSEX has a 1-year max drawdown of -8.61%. There are 86 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 | STSEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | STSEX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | STSEX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | STSEX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | STSEX vs QUERX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | STSEX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | STSEX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | STSEX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | STSEX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | STSEX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | STSEX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | STSEX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | STSEX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | STSEX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | STSEX vs ASFYX |
Often Compared With STSEX
Investors most often compare STSEX with USBOX, SCHG, FXAIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare STSEX with Any Fund or Stock
Compare STSEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair STSEX with funds that move differently
BlackRock Exchange Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STSEX.
Explore STSEX Diversifiers