Pear Tree Quality Fund (USBOX) 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 USBOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to USBOX
USBOX charges 1.16% annually. There are 342 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 | USBOX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | USBOX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | USBOX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | USBOX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | USBOX vs SSSYX |
Best Risk-Adjusted Alternatives to USBOX
USBOX has a PortfoliosLab risk / return rank of 26. There are 339 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 | USBOX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | USBOX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | USBOX vs POSKX | |
| AQR Large Cap Multi-Style Fund | 91 | — | Mar 2013 | USBOX vs QCELX | |
| Centre American Select Equity Fund | 90 | — | Dec 2011 | USBOX vs DHAMX |
Top Performing USBOX Alternatives (YTD)
USBOX is at 5.57% YTD. There are 343 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.30% | 15.30B | Dec 2004 | USBOX vs VPCCX | |
| AMG Yacktman Global Fund | 28.24% | — | Jan 2017 | USBOX vs YFSIX | |
| Integrity ESG Growth & Income Fund | 25.25% | — | Jan 1995 | USBOX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.01% | 82.00B | Nov 2001 | USBOX vs VPMAX | |
| Archer Multi Cap Fund | 24.45% | — | Dec 2019 | USBOX vs ALSMX |
Lowest Volatility Alternatives to USBOX
USBOX has 12.54% 1-year volatility. There are 279 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | USBOX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | USBOX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.92% | — | Jul 2012 | USBOX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 7.93% | — | Jul 2012 | USBOX vs AUEIX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | USBOX vs FULVX |
Lowest Drawdown Alternatives to USBOX
USBOX has a 1-year max drawdown of -12.76%. There are 363 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 | USBOX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | USBOX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | USBOX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | USBOX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | USBOX vs QUERX |
Other Mutual Funds from Pear Tree Funds
The 5 most viewed Pear Tree Funds mutual funds shown here include EEOFX, USBNX, QUSIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Essex Environmental Opportunities Fund | Mid Cap Growth Equities | 72 | 28.61% | — | Sep 2017 | USBOX vs EEOFX | |
| Pear Tree Polaris Small Cap Fund | Small Cap Value Equities | 25 | 10.70% | — | Aug 1992 | USBOX vs USBNX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | Foreign Small & Mid Cap Equities | 12 | 4.10% | — | Apr 2008 | USBOX vs QUSIX | |
| Pear Tree Polaris International Opportunities Fund | Foreign Small & Mid Cap Equities | 31 | 15.18% | — | Jan 2019 | USBOX vs QISIX | |
| Pear Tree Polaris Foreign Value Fund | Foreign Large Cap Equities | 76 | 18.89% | — | May 1998 | USBOX vs QFVOX |
Often Compared With USBOX
Investors most often compare USBOX with NEFSX, STSEX, VOO. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare USBOX with Any Fund or Stock
Compare USBOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair USBOX with funds that move differently
Pear Tree Quality Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to USBOX.
Explore USBOX Diversifiers