Vanguard Advice Select Dividend Growth Fund (VADGX) 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 VADGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VADGX
VADGX charges 0.45% annually. There are 113 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% | — | — | VADGX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | VADGX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | VADGX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | VADGX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | VADGX vs SSSYX |
Best Risk-Adjusted Alternatives to VADGX
VADGX has a PortfoliosLab risk / return rank of 8. There are 372 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 | VADGX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | VADGX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | VADGX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | VADGX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | VADGX vs GTLOX |
Top Performing VADGX Alternatives (YTD)
VADGX is at 1.28% YTD. There are 369 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 | VADGX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | VADGX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | VADGX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | VADGX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | VADGX vs IGIAX |
Lowest Volatility Alternatives to VADGX
VADGX has 10.16% 1-year volatility. There are 37 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 | VADGX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | VADGX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | VADGX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | VADGX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | VADGX vs FULVX |
Lowest Drawdown Alternatives to VADGX
VADGX has a 1-year max drawdown of -11.07%. There are 325 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 | VADGX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | VADGX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | VADGX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | VADGX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | VADGX vs QUERX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 8 categories. AUM among these funds goes as high as $2T.
Often Compared With VADGX
Investors most often compare VADGX with JEPI, VAGVX, FAGCX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare VADGX with Any Fund or Stock
Compare VADGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VADGX with funds that move differently
Vanguard Advice Select Dividend Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VADGX.
Explore VADGX Diversifiers