Vanguard Energy Index Fund Admiral Shares (VENAX) belongs to the Energy Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VENAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VENAX
VENAX charges 0.10% annually. No mutual funds in the Energy Equities category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.37%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Energy Opportunities Fund Admiral Shares | 0.37% | 6.90B | Nov 2001 | VENAX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 6.90B | May 1984 | VENAX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | VENAX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | VENAX vs PRNEX | |
| Adams Natural Resources Closed Fund | 0.64% | — | Jan 1929 | VENAX vs PEO |
Best Risk-Adjusted Alternatives to VENAX
VENAX has a PortfoliosLab risk / return rank of 72. There are 48 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | VENAX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | VENAX vs RSNYX | |
| Recurrent MLP & Infrastructure Fund | 92 | — | Nov 2017 | VENAX vs RMLPX | |
| Vanguard Energy Opportunities Fund Admiral Shares | 91 | 6.90B | Nov 2001 | VENAX vs VGELX | |
| Franklin Natural Resources Fund | 91 | — | Jun 1995 | VENAX vs FRNRX |
Top Performing VENAX Alternatives (YTD)
VENAX is at 33.62% YTD. There are 4 mutual funds in the Energy Equities category with higher YTD returns, going as high as 46.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 46.27% | — | Jun 2006 | VENAX vs OEPIX | |
| Recurrent MLP & Infrastructure Fund | 39.36% | — | Nov 2017 | VENAX vs RMLPX | |
| Fidelity Select Energy Portfolio | 38.84% | — | Jul 1981 | VENAX vs FSENX | |
| Guinness Atkinson Global Energy Fund | 36.50% | — | Jun 2004 | VENAX vs GAGEX | |
| BlackRock Energy Opportunities Fund | 33.03% | — | Feb 2005 | VENAX vs BACIX |
Lowest Volatility Alternatives to VENAX
VENAX has 20.99% 1-year volatility. There are 79 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.12% | — | Dec 2016 | VENAX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | VENAX vs SBMBX | |
| JHancock Infrastructure Fund | 9.99% | — | Dec 2013 | VENAX vs JEEIX | |
| Centre Global Infrastructure Fund | 10.11% | — | Jan 2018 | VENAX vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.13% | — | May 2004 | VENAX vs CSUIX |
Lowest Drawdown Alternatives to VENAX
VENAX has a 1-year max drawdown of -15.05%. There are 83 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.49%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | VENAX vs PAXDX | |
| EIP Growth and Income Fund | -4.51% | — | Aug 2006 | VENAX vs EIPIX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | VENAX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | VENAX vs SBMBX | |
| Invesco SteelPath MLP Alpha Fund | -5.93% | — | Mar 2010 | VENAX vs MLPOX |
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 VENAX
Investors most often compare VENAX with VDE, VFINX, FSCSX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare VENAX with Any Fund or Stock
Compare VENAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VENAX with funds that move differently
Vanguard Energy Index Fund Admiral Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VENAX.
Explore VENAX Diversifiers