Invesco Equally-Weighted S&P 500 Fund Class A (VADAX) 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 VADAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VADAX
VADAX charges 0.53% annually. There are 140 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% | — | — | VADAX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | VADAX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | VADAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | VADAX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | VADAX vs SSSYX |
Best Risk-Adjusted Alternatives to VADAX
VADAX has a PortfoliosLab risk / return rank of 65. There are 98 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | VADAX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 18.10B | Dec 2004 | VADAX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 93 | — | Feb 2004 | VADAX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | VADAX vs FTZIX | |
| Rock Oak Core Growth Fund | 91 | — | Dec 2004 | VADAX vs RCKSX |
Top Performing VADAX Alternatives (YTD)
VADAX is at 12.90% YTD. There are 56 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.41% | 18.10B | Dec 2004 | VADAX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 23.90% | — | Dec 2018 | VADAX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.34% | — | Nov 2004 | VADAX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.17% | — | Dec 2015 | VADAX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.69% | — | Jan 1995 | VADAX vs IGIAX |
Lowest Volatility Alternatives to VADAX
VADAX has 11.76% 1-year volatility. There are 56 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.21% | — | Mar 2021 | VADAX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | VADAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.22% | — | Jul 2012 | VADAX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.83% | — | Aug 2018 | VADAX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.32% | — | Feb 2012 | VADAX vs SILVX |
Lowest Drawdown Alternatives to VADAX
VADAX has a 1-year max drawdown of -7.89%. There are 34 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 | VADAX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | VADAX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | VADAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | VADAX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | VADAX vs AMFEX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, OPGSX, VAFAX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 36 | 12.16% | — | Oct 2020 | VADAX vs IVNQX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 27 | -11.62% | — | Jul 1983 | VADAX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 8 | 3.77% | — | Jun 2005 | VADAX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 70 | 14.99% | — | Jun 2001 | VADAX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 84 | 13.00% | — | Oct 1968 | VADAX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 76 | 22.92% | — | Jun 1999 | VADAX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 32 | 6.96% | — | Feb 1988 | VADAX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 76 | 7.85% | — | Aug 1960 | VADAX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 66 | 13.07% | — | Jul 1997 | VADAX vs VADDX | |
| Invesco Global Fund | Global Equities | 15 | 3.45% | — | Dec 1969 | VADAX vs OPPAX |
Often Compared With VADAX
Investors most often compare VADAX with FXAIX, VOO, SPY. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare VADAX with Any Fund or Stock
Compare VADAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VADAX with funds that move differently
Invesco Equally-Weighted S&P 500 Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VADAX.
Explore VADAX Diversifiers