Horizon U.S. Defensive Equity Fund (USRAX) 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 USRAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to USRAX
USRAX charges 1.17% annually. There are 350 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 | USRAX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | USRAX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | USRAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | USRAX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | USRAX vs VSMPX |
Best Risk-Adjusted Alternatives to USRAX
USRAX has a PortfoliosLab risk / return rank of 64. There are 117 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | USRAX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | USRAX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | USRAX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | USRAX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | USRAX vs GTLOX |
Top Performing USRAX Alternatives (YTD)
USRAX is at 9.95% YTD. There are 244 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | USRAX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | USRAX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | USRAX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | USRAX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | USRAX vs RESGX |
Lowest Volatility Alternatives to USRAX
USRAX has 10.05% 1-year volatility. There are 21 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | USRAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | USRAX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | USRAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | USRAX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | USRAX vs JEPIX |
Lowest Drawdown Alternatives to USRAX
USRAX has a 1-year max drawdown of -7.07%. There are 12 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | USRAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | USRAX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | USRAX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | USRAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | USRAX vs QUERX |
Other Mutual Funds from Horizon Investments
The 6 most viewed Horizon Investments mutual funds shown here include AAANX, HNDRX, ARANX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Horizon Active Asset Allocation Fund | Tactical Allocation | 45 | 11.36% | — | Jan 2012 | USRAX vs AAANX | |
| Horizon Defined Risk Fund | Options Trading | 78 | 5.97% | — | Dec 2017 | USRAX vs HNDRX | |
| Horizon Active Risk Assist Fund | Diversified Portfolio | 43 | 11.08% | — | Aug 2014 | USRAX vs ARANX | |
| Horizon ESG Defensive Core Fund | Large Cap Blend Equities | 50 | 8.48% | — | Dec 2019 | USRAX vs HESGX | |
| Horizon Active Dividend Fund | Large Cap Value Equities | 83 | 11.67% | — | Dec 2016 | USRAX vs HNDDX | |
| Horizon Active Income Fund | Intermediate Core-Plus Bond | 17 | 0.03% | — | Sep 2013 | USRAX vs AIMNX |
Often Compared With USRAX
Investors most often compare USRAX with SPY, MOAT, VOO. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare USRAX with Any Fund or Stock
Compare USRAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair USRAX with funds that move differently
Horizon U.S. Defensive Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to USRAX.
Explore USRAX Diversifiers