U.S. Global Investors Global Luxury Goods Fund (USLUX) Alternatives
U.S. Global Investors Global Luxury Goods Fund (USLUX) belongs to the Consumer Discretionary Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with USLUX. 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 USLUX
USLUX charges 1.55% annually. Among mutual funds in the Consumer Discretionary Equities category, these options have the lowest expense ratios among USLUX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Consumer Discretionary Index Fund Admiral... | 0.10% | Jul 14, 2005 | USLUX vs VCDAX | |
| Fidelity Select Retailing Portfolio | 0.72% | Dec 15, 1985 | USLUX vs FSRPX | |
| Fidelity Select Leisure Portfolio | 0.74% | May 7, 1984 | USLUX vs FDLSX | |
| Fidelity Select Construction & Housing Portfolio | 0.76% | Sep 28, 1986 | USLUX vs FSHOX | |
| Fidelity Select Consumer Discretionary Portfolio | 0.76% | Jun 28, 1990 | USLUX vs FSCPX |
Best Risk-Adjusted Alternatives to USLUX
Among mutual funds in the Consumer Discretionary 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 | |
|---|---|---|---|---|
| Fidelity Select Consumer Discretionary Portfolio | 18 | Jun 28, 1990 | USLUX vs FSCPX | |
| Fidelity Select Construction & Housing Portfolio | 17 | Sep 28, 1986 | USLUX vs FSHOX | |
| Rydex Retailing Fund | 14 | Mar 31, 1998 | USLUX vs RYRIX | |
| Vanguard Consumer Discretionary Index Fund Admiral... | 13 | Jul 14, 2005 | USLUX vs VCDAX | |
| Fidelity Select Automotive Portfolio | 7 | Jun 29, 1986 | USLUX vs FSAVX |
Top Performing USLUX Alternatives (YTD)
USLUX alternatives from the Consumer Discretionary Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Fidelity Select Construction & Housing Portfolio | -3.21% | Sep 28, 1986 | USLUX vs FSHOX | |
| Fidelity Select Retailing Portfolio | -4.91% | Dec 15, 1985 | USLUX vs FSRPX | |
| Rydex Retailing Fund | -6.97% | Mar 31, 1998 | USLUX vs RYRIX | |
| Rydex Leisure Fund | -9.54% | Mar 31, 1998 | USLUX vs RYLIX | |
| Fidelity Select Automotive Portfolio | -9.58% | Jun 29, 1986 | USLUX vs FSAVX |
Lowest Volatility Alternatives to USLUX
USLUX alternatives from the Consumer Discretionary Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Rydex Leisure Fund | 18.86% | Mar 31, 1998 | USLUX vs RYLIX | |
| Rydex Retailing Fund | 19.81% | Mar 31, 1998 | USLUX vs RYRIX | |
| Fidelity Select Construction & Housing Portfolio | 21.59% | Sep 28, 1986 | USLUX vs FSHOX | |
| Fidelity Select Automotive Portfolio | 22.87% | Jun 29, 1986 | USLUX vs FSAVX | |
| Fidelity Select Retailing Portfolio | 23.42% | Dec 15, 1985 | USLUX vs FSRPX |
Lowest Drawdown Alternatives to USLUX
USLUX alternatives from the Consumer Discretionary Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Rydex Retailing Fund | -13.35% | Mar 31, 1998 | USLUX vs RYRIX | |
| Rydex Leisure Fund | -14.04% | Mar 31, 1998 | USLUX vs RYLIX | |
| Vanguard Consumer Discretionary Index Fund Admiral... | -15.57% | Jul 14, 2005 | USLUX vs VCDAX | |
| Fidelity Select Consumer Discretionary Portfolio | -15.99% | Jun 28, 1990 | USLUX vs FSCPX | |
| Fidelity Select Construction & Housing Portfolio | -16.54% | Sep 28, 1986 | USLUX vs FSHOX |
Other Mutual Funds from US Global
Most popular US Global mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| U.S. Global Investors Gold & Precious Metals Fund | Precious Metals | 91 | -3.65% | Jun 30, 1974 | USLUX vs USERX | |
| U.S. Global Investors World Precious Minerals Fund | Precious Metals | 90 | -6.08% | Nov 26, 1985 | USLUX vs UNWPX | |
| U.S. Global Investors Global Resources Fund | Energy Equities | 97 | 5.05% | Aug 2, 1983 | USLUX vs PSPFX | |
| U.S. Global Investors U.S. Government Ultra-Short ... | Ultrashort Bond | — | 0.53% | Dec 2, 2013 | USLUX vs UGSDX | |
| U.S. Global Investors Near-Term Tax Free Fund | Municipal Bonds | 64 | -0.09% | Dec 3, 1990 | USLUX vs NEARX |
Often Compared With USLUX
What investors most often compare with USLUX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF | S&P 500 | 65 | -4.38% | May 15, 2000 | USLUX vs IVV | |
| Vanguard Growth ETF | Large Cap Growth Equities | 50 | -10.37% | Nov 13, 2000 | USLUX vs VUG | |
| Kraneshares Global Luxury Index ETF | Consumer Discretionary Equities | 28 | -0.86% | Sep 6, 2023 | USLUX vs KLXY |
Compare USLUX with Any Fund or Stock
Compare USLUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.