Pear Tree Quality Fund (USBOX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to USBOX

USBOX charges 1.16% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among USBOX alternatives.

Symbol	Name	Expense Ratio	Inception
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	USBOX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	Jun 27, 2016	USBOX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	USBOX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	Feb 2, 2016	USBOX vs FLCPX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	Sep 17, 2014	USBOX vs SSSYX

Best Risk-Adjusted Alternatives to USBOX

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
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	93	Nov 12, 2001	USBOX vs VPMAX
POGSX	Pin Oak Equity	91	Aug 3, 1992	USBOX vs POGSX
SGOIX	First Eagle Overseas Fund Class I	89	—	USBOX vs SGOIX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	88	Jan 2, 1990	USBOX vs PAGRX
DHAMX	Centre American Select Equity Fund	87	Dec 21, 2011	USBOX vs DHAMX

Top Performing USBOX Alternatives (YTD)

USBOX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEIX	GQG Partners US Select Quality Equity Fund	9.81%	Sep 28, 2018	USBOX vs GQEIX
NWAUX	Nationwide GQG US Quality Equity Fund	9.70%	Jan 24, 2021	USBOX vs NWAUX
YFSIX	AMG Yacktman Global Fund	8.16%	Jan 30, 2017	USBOX vs YFSIX
MUHLX	Muhlenkamp Fund	6.53%	Nov 1, 1988	USBOX vs MUHLX
RCKSX	Rock Oak Core Growth Fund	6.05%	Dec 31, 2004	USBOX vs RCKSX

Lowest Volatility Alternatives to USBOX

USBOX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.63%	Jun 28, 2013	USBOX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	8.02%	Mar 28, 2021	USBOX vs SVPFX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	10.78%	Mar 20, 2025	USBOX vs FGJEX
FEQHX	Fidelity Hedged Equity Fund	10.94%	Sep 8, 2022	USBOX vs FEQHX
QUERX	AQR Large Cap Defensive Style Fund Class R6	12.03%	Jul 9, 2012	USBOX vs QUERX

Lowest Drawdown Alternatives to USBOX

USBOX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	Jun 28, 2013	USBOX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-5.22%	Mar 28, 2021	USBOX vs SVPFX
FEQHX	Fidelity Hedged Equity Fund	-7.40%	Sep 8, 2022	USBOX vs FEQHX
FNSTX	Fidelity Infrastructure Fund	-8.43%	Nov 5, 2019	USBOX vs FNSTX
GQEIX	GQG Partners US Select Quality Equity Fund	-8.67%	Sep 28, 2018	USBOX vs GQEIX

Other Mutual Funds from Pear Tree Funds

Most popular Pear Tree Funds mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
QUSIX	Pear Tree Polaris Foreign Value Small Cap Fund	Foreign Small & Mid Cap Equities	44	-3.72%	Apr 30, 2008	USBOX vs QUSIX
EEOFX	Essex Environmental Opportunities Fund	Mid Cap Growth Equities	65	-3.10%	Sep 1, 2017	USBOX vs EEOFX
QFVOX	Pear Tree Polaris Foreign Value Fund	Foreign Large Cap Equities	89	4.28%	May 14, 1998	USBOX vs QFVOX
USBNX	Pear Tree Polaris Small Cap Fund	Small Cap Value Equities	30	1.48%	Aug 3, 1992	USBOX vs USBNX
QISIX	Pear Tree Polaris International Opportunities Fund	Foreign Small & Mid Cap Equities	25	-2.49%	Jan 28, 2019	USBOX vs QISIX

Often Compared With USBOX

What investors most often compare with USBOX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
NEFSX	Natixis Funds Trust I U.S. Equity Opportunities Fu...	Large Cap Growth Equities	15	-9.40%	Jul 7, 1994	USBOX vs NEFSX
STSEX	BlackRock Exchange Portfolio	Large Cap Blend Equities	32	-6.69%	Dec 17, 1976	USBOX vs STSEX
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	USBOX vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	USBOX vs SPY
FXAIX	Fidelity 500 Index Fund	S&P 500	46	-7.05%	Feb 17, 1988	USBOX vs FXAIX
PRBLX	Parnassus Core Equity Fund	Large Cap Blend Equities	12	-8.62%	Aug 31, 1992	USBOX vs PRBLX
EQWL	Invesco S&P 100 Equal Weight ETF	Large Cap Blend Equities	55	-2.02%	Dec 1, 2006	USBOX vs EQWL
MOAT	VanEck Vectors Morningstar Wide Moat ETF	Large Cap Blend Equities	36	-6.62%	Apr 24, 2012	USBOX vs MOAT
VGT	Vanguard Information Technology ETF	Technology Equities	67	-7.34%	Mar 25, 2004	USBOX vs VGT
VOOG	Vanguard S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	66	-8.17%	Apr 5, 2019	USBOX vs VOOG
VIG	Vanguard Dividend Appreciation ETF	Dividend	55	-1.77%	Dec 19, 2013	USBOX vs VIG
PRWCX	T. Rowe Price Capital Appreciation Fund	Diversified Portfolio	78	-5.03%	Jun 30, 1986	USBOX vs PRWCX
VT	Vanguard Total World Stock ETF	Global Equities	77	-1.71%	Jun 24, 2008	USBOX vs VT
WBREOX	CIT: BlackRock Equity Index Fund Class 1	Large Cap Blend Equities	28	-7.06%	Jul 24, 2017	USBOX vs WBREOX

Compare USBOX with Any Fund or Stock

Compare USBOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Pear Tree Quality Fund

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