Horizon U.S. Defensive Equity Fund (USRAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to USRAX
USRAX charges 1.17% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among USRAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | USRAX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | USRAX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | USRAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | USRAX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | USRAX vs SSSYX |
Best Risk-Adjusted Alternatives to USRAX
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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | USRAX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | USRAX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | USRAX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | USRAX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | USRAX vs DHAMX |
Top Performing USRAX Alternatives (YTD)
USRAX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | USRAX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | USRAX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | USRAX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | USRAX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | USRAX vs RCKSX |
Lowest Volatility Alternatives to USRAX
USRAX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | USRAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | USRAX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | USRAX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | USRAX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | USRAX vs QUERX |
Lowest Drawdown Alternatives to USRAX
USRAX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | USRAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | USRAX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | USRAX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | USRAX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | USRAX vs GQEIX |
Other Mutual Funds from Horizon Investments
Most popular Horizon Investments mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Horizon Active Asset Allocation Fund | Tactical Allocation | 42 | -5.48% | Jan 30, 2012 | USRAX vs AAANX | |
| Horizon Active Risk Assist Fund | Diversified Portfolio | 27 | -5.62% | Aug 27, 2014 | USRAX vs ARANX | |
| Horizon Defined Risk Fund | Options Trading | 47 | -2.97% | Dec 27, 2017 | USRAX vs HNDRX | |
| Horizon Active Income Fund | Intermediate Core-Plus Bond | 20 | -0.88% | Sep 29, 2013 | USRAX vs AIMNX | |
| Horizon ESG Defensive Core Fund | Large Cap Blend Equities | 24 | -7.86% | Dec 27, 2019 | USRAX vs HESGX | |
| Horizon Active Dividend Fund | Large Cap Value Equities | 67 | -3.49% | Dec 28, 2016 | USRAX vs HNDDX |
Often Compared With USRAX
What investors most often compare with USRAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | USRAX vs SPY | |
| VanEck Vectors Morningstar Wide Moat ETF | Large Cap Blend Equities | 36 | -6.62% | Apr 24, 2012 | USRAX vs MOAT | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | USRAX vs VOO | |
| Castle Tandem Fund | Large Cap Blend Equities | 0 | -9.28% | Mar 15, 2019 | USRAX vs TANDX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | USRAX vs VITPX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | USRAX vs PAGDX |
Compare USRAX with Any Fund or Stock
Compare USRAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.