Invesco Equally-Weighted S&P 500 Fund (VADDX) Alternatives
Invesco Equally-Weighted S&P 500 Fund (VADDX) belongs to the S&P 500 category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VADDX. 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 VADDX
VADDX charges 0.27% annually. Among mutual funds in the S&P 500 category, these options have the lowest expense ratios among VADDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 0.01% | Jul 1, 2019 | VADDX vs BSPGX | |
| Schwab S&P 500 Index Fund | 0.02% | May 19, 1997 | VADDX vs SWPPX | |
| Fidelity 500 Index Fund | 0.02% | Feb 17, 1988 | VADDX vs FXAIX | |
| iShares S&P 500 Index Fund | 0.03% | Jul 30, 1993 | VADDX vs WFSPX | |
| iShares S&P 500 Index Fund Institutional Class | 0.10% | Apr 28, 1993 | VADDX vs BSPIX |
Best Risk-Adjusted Alternatives to VADDX
Among mutual funds in the S&P 500 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 | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 72 | Feb 24, 2016 | VADDX vs PUTW | |
| Schwab S&P 500 Index Fund | 46 | May 19, 1997 | VADDX vs SWPPX | |
| Fidelity 500 Index Fund | 46 | Feb 17, 1988 | VADDX vs FXAIX | |
| iShares S&P 500 Index Fund | 46 | Jul 30, 1993 | VADDX vs WFSPX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | 45 | Sep 30, 1993 | VADDX vs DSPIX |
Top Performing VADDX Alternatives (YTD)
VADDX alternatives from the S&P 500 category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 0.17% | Sep 10, 2017 | VADDX vs KNGLX | |
| WisdomTree Equity Premium Income Fund | -1.66% | Feb 24, 2016 | VADDX vs PUTW | |
| Fidelity 500 Index Fund | -7.05% | Feb 17, 1988 | VADDX vs FXAIX | |
| iShares S&P 500 Index Fund | -7.06% | Jul 30, 1993 | VADDX vs WFSPX | |
| iShares S&P 500 Index Fund Class G | -7.06% | Jul 1, 2019 | VADDX vs BSPGX |
Lowest Volatility Alternatives to VADDX
VADDX alternatives from the S&P 500 category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 14.28% | Sep 10, 2017 | VADDX vs KNGLX | |
| WisdomTree Equity Premium Income Fund | 14.33% | Feb 24, 2016 | VADDX vs PUTW | |
| Nuveen S&P 500 Buy-Write Income Fund | 16.43% | Nov 25, 2004 | VADDX vs BXMX | |
| Principal Large Cap S&P 500 Index Fund Institution... | 17.85% | Mar 1, 2001 | VADDX vs PLFIX | |
| Principal LargeCap S&P 500 Index Fund Class A | 17.87% | Feb 2, 2001 | VADDX vs PLSAX |
Lowest Drawdown Alternatives to VADDX
VADDX alternatives from the S&P 500 category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | -9.90% | Feb 24, 2016 | VADDX vs PUTW | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | -10.91% | Sep 10, 2017 | VADDX vs KNGLX | |
| Nuveen S&P 500 Buy-Write Income Fund | -11.42% | Nov 25, 2004 | VADDX vs BXMX | |
| Schwab S&P 500 Index Fund | -12.10% | May 19, 1997 | VADDX vs SWPPX | |
| iShares S&P 500 Index Fund | -12.11% | Jul 30, 1993 | VADDX vs WFSPX |
Other Mutual Funds from Invesco
Most popular Invesco mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 48 | -8.99% | Oct 13, 2020 | VADDX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 28 | -1.47% | — | VADDX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | -13.54% | Jun 23, 2005 | VADDX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 92 | 0.44% | Jul 18, 1983 | VADDX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 36 | -2.22% | Oct 7, 1968 | VADDX vs ACSTX | |
| Invesco Global Fund | Global Equities | 9 | -13.35% | Dec 21, 1969 | VADDX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 20 | -9.61% | Feb 3, 1988 | VADDX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 56 | -1.20% | Aug 2, 1960 | VADDX vs ACEIX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 76 | 3.20% | Jun 25, 2001 | VADDX vs VVOAX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | VADDX vs VSCAX |
Often Compared With VADDX
What investors most often compare with VADDX, based on PortfoliosLab usage data.
Compare VADDX with Any Fund or Stock
Compare VADDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.