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 a closer substitute for your current allocation.
Cheapest Alternatives to USLUX
USLUX charges 1.55% annually. There are 8 mutual funds in the Consumer Discretionary Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Consumer Discretionary Index Fund Admiral... | 0.10% | 6.70B | Jul 2005 | USLUX vs VCDAX | |
| Fidelity Select Retailing Portfolio | 0.72% | — | Dec 1985 | USLUX vs FSRPX | |
| Fidelity Select Leisure Portfolio | 0.74% | — | May 1984 | USLUX vs FDLSX | |
| Fidelity Select Construction & Housing Portfolio | 0.76% | — | Sep 1986 | USLUX vs FSHOX | |
| Fidelity Select Consumer Discretionary Portfolio | 0.76% | — | Jun 1990 | USLUX vs FSCPX |
Best Risk-Adjusted Alternatives to USLUX
USLUX has a PortfoliosLab risk / return rank of 5. There are 3 mutual funds in the Consumer Discretionary Equities category with higher risk-adjusted ranks, going as high as 10.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Consumer Discretionary Portfolio | 10 | — | Jun 1990 | USLUX vs FSCPX | |
| Fidelity Select Construction & Housing Portfolio | 8 | — | Sep 1986 | USLUX vs FSHOX | |
| Vanguard Consumer Discretionary Index Fund Admiral... | 7 | 6.70B | Jul 2005 | USLUX vs VCDAX | |
| Rydex Retailing Fund | 4 | — | Mar 1998 | USLUX vs RYRIX | |
| Fidelity Select Automotive Portfolio | 4 | — | Jun 1986 | USLUX vs FSAVX |
Top Performing USLUX Alternatives (YTD)
USLUX is at -4.45% YTD. There are 6 mutual funds in the Consumer Discretionary Equities category with higher YTD returns, going as high as 4.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Construction & Housing Portfolio | 4.84% | — | Sep 1986 | USLUX vs FSHOX | |
| Fidelity Select Retailing Portfolio | 2.43% | — | Dec 1985 | USLUX vs FSRPX | |
| Fidelity Select Consumer Discretionary Portfolio | 0.24% | — | Jun 1990 | USLUX vs FSCPX | |
| Vanguard Consumer Discretionary Index Fund Admiral... | 0.00% | 6.70B | Jul 2005 | USLUX vs VCDAX | |
| Fidelity Select Automotive Portfolio | -0.98% | — | Jun 1986 | USLUX vs FSAVX |
Lowest Volatility Alternatives to USLUX
USLUX has 19.18% 1-year volatility. There are 4 mutual funds in the Consumer Discretionary Equities category with lower 1-year volatility, going as low as 14.05%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Rydex Leisure Fund | 14.05% | — | Mar 1998 | USLUX vs RYLIX | |
| Rydex Retailing Fund | 15.67% | — | Mar 1998 | USLUX vs RYRIX | |
| Vanguard Consumer Discretionary Index Fund Admiral... | 18.42% | 6.70B | Jul 2005 | USLUX vs VCDAX | |
| Fidelity Select Consumer Discretionary Portfolio | 18.93% | — | Jun 1990 | USLUX vs FSCPX | |
| Fidelity Select Retailing Portfolio | 19.26% | — | Dec 1985 | USLUX vs FSRPX |
Lowest Drawdown Alternatives to USLUX
USLUX has a 1-year max drawdown of -15.68%. There are 3 mutual funds in the Consumer Discretionary Equities category with shallower 1-year drawdowns, going as shallow as -13.35%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Rydex Retailing Fund | -13.35% | — | Mar 1998 | USLUX vs RYRIX | |
| Rydex Leisure Fund | -14.04% | — | Mar 1998 | USLUX vs RYLIX | |
| Vanguard Consumer Discretionary Index Fund Admiral... | -15.57% | 6.70B | Jul 2005 | USLUX vs VCDAX | |
| Fidelity Select Consumer Discretionary Portfolio | -15.99% | — | Jun 1990 | USLUX vs FSCPX | |
| Fidelity Select Construction & Housing Portfolio | -16.54% | — | Sep 1986 | USLUX vs FSHOX |
Other Mutual Funds from US Global
The 5 most viewed US Global mutual funds shown here include USERX, UNWPX, UGSDX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| U.S. Global Investors Gold & Precious Metals Fund | Precious Metals | 32 | 4.58% | — | Jun 1974 | USLUX vs USERX | |
| U.S. Global Investors World Precious Minerals Fund | Precious Metals | 71 | 24.11% | — | Nov 1985 | USLUX vs UNWPX | |
| U.S. Global Investors U.S. Government Ultra-Short ... | Ultrashort Bond | — | 1.32% | — | Dec 2013 | USLUX vs UGSDX | |
| U.S. Global Investors Near-Term Tax Free Fund | Municipal Bonds | 25 | 0.56% | — | Dec 1990 | USLUX vs NEARX | |
| U.S. Global Investors Global Resources Fund | Energy Equities | 85 | 16.89% | — | Aug 1983 | USLUX vs PSPFX |
Often Compared With USLUX
Investors most often compare USLUX with KLXY, IVV, VUG. These 3 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Kraneshares Global Luxury Index ETF | Consumer Discretionary Equities | — | — | 1.99M | Sep 2023 | USLUX vs KLXY | |
| iShares Core S&P 500 ETF | S&P 500 | 70 | 10.85% | 854.92B | May 2000 | USLUX vs IVV | |
| Vanguard Growth ETF | Large Cap Growth Equities | 43 | 9.49% | 365.00B | Jan 2004 | USLUX vs VUG |
Compare USLUX with Any Fund or Stock
Compare USLUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair USLUX with funds that move differently
U.S. Global Investors Global Luxury Goods Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to USLUX.
Explore USLUX Diversifiers