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 349 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 500 Index Fund Institutional Select Share... | 0.01% | — | — | USRAX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | USRAX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | USRAX vs SSSYX |
Best Risk-Adjusted Alternatives to USRAX
USRAX has a PortfoliosLab risk / return rank of 63. There are 147 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | USRAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | USRAX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | USRAX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | USRAX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | USRAX vs IGIAX |
Top Performing USRAX Alternatives (YTD)
USRAX is at 8.97% YTD. There are 224 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | USRAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | USRAX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | USRAX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | USRAX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | USRAX vs FLVCX |
Lowest Volatility Alternatives to USRAX
USRAX has 10.11% 1-year volatility. There are 24 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | USRAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | USRAX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | USRAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | USRAX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | USRAX vs FSUVX |
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 -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | 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 | 51 | 11.70% | — | Jan 2012 | USRAX vs AAANX | |
| Horizon Defined Risk Fund | Options Trading | 67 | 4.79% | — | Dec 2017 | USRAX vs HNDRX | |
| Horizon Active Risk Assist Fund | Diversified Portfolio | 48 | 11.00% | — | Aug 2014 | USRAX vs ARANX | |
| Horizon Active Dividend Fund | Large Cap Value Equities | 81 | 9.87% | — | Dec 2016 | USRAX vs HNDDX | |
| Horizon ESG Defensive Core Fund | Large Cap Blend Equities | 49 | 6.11% | — | Dec 2019 | USRAX vs HESGX | |
| Horizon Active Income Fund | Intermediate Core-Plus Bond | 18 | 0.28% | — | 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