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 0.52% annually. There are 142 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 41. There are 285 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 | 15.30B | Dec 2004 | VADAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | VADAX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | VADAX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | VADAX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | VADAX vs GTLOX |
Top Performing VADAX Alternatives (YTD)
VADAX is at 9.93% YTD. There are 234 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | VADAX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | VADAX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | VADAX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | VADAX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | VADAX vs IGIAX |
Lowest Volatility Alternatives to VADAX
VADAX has 11.63% 1-year volatility. There are 90 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | VADAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | VADAX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | VADAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | VADAX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | VADAX vs FULVX |
Lowest Drawdown Alternatives to VADAX
VADAX has a 1-year max drawdown of -7.89%. There are 40 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 | VADAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | VADAX vs ORDNX | |
| 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 |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, OPGSX, VVOAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 76 | 21.57% | — | Oct 2020 | VADAX vs IVNQX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 28 | 3.54% | — | Jul 1983 | VADAX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 87 | 23.96% | — | Jun 2001 | VADAX vs VVOAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | 9.63% | — | Jun 2005 | VADAX vs VAFAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 59 | 9.14% | — | Oct 1968 | VADAX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 41 | 6.01% | — | Feb 1988 | VADAX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 89 | 31.33% | — | Jun 1999 | VADAX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 67 | 6.02% | — | Aug 1960 | VADAX vs ACEIX | |
| Invesco Global Fund | Global Equities | 25 | 9.82% | — | Dec 1969 | VADAX vs OPPAX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 42 | 10.05% | — | Jul 1997 | VADAX vs VADDX |
Often Compared With VADAX
Investors most often compare VADAX with FXAIX, SPY, VOO. 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