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 0.33%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | VENAX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | 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 35. There are 66 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 97 | — | Dec 2013 | VENAX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 94 | — | May 2007 | VENAX vs RSNYX | |
| Victory Global Energy Transition Fund | 94 | — | Nov 1995 | VENAX vs RSNRX | |
| Delaware Ivy Energy Fund | 88 | — | Apr 2006 | VENAX vs IEYYX | |
| EIP Growth and Income Fund (NEW) | 88 | — | Aug 2006 | VENAX vs EIPIX |
Top Performing VENAX Alternatives (YTD)
VENAX is at 25.09% YTD. There are 21 mutual funds in the Energy Equities category with higher YTD returns, going as high as 55.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 55.57% | — | Jun 2006 | VENAX vs OEPIX | |
| NXG Cushing® Midstream Energy Fund | 36.07% | — | Aug 2007 | VENAX vs SRV | |
| Rydex Energy Services Fund | 34.99% | — | Mar 1998 | VENAX vs RYVIX | |
| Recurrent MLP & Infrastructure Fund | 33.65% | — | Nov 2017 | VENAX vs RMLPX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | VENAX vs MLOZX |
Lowest Volatility Alternatives to VENAX
VENAX has 20.73% 1-year volatility. There are 77 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.65% | — | Dec 2016 | VENAX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | VENAX vs SBMBX | |
| JHancock Infrastructure Fund | 10.04% | — | Dec 2013 | VENAX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.09% | — | May 2004 | VENAX vs CSUIX | |
| Centre Global Infrastructure Fund | 10.15% | — | Jan 2018 | VENAX vs DHIVX |
Lowest Drawdown Alternatives to VENAX
VENAX has a 1-year max drawdown of -15.05%. There are 78 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 (NEW) | -4.51% | — | Aug 2006 | VENAX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | VENAX vs MLOZX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | VENAX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | VENAX vs SBMBX |
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, FSENX, VFINX. These 20 comparison targets span 4 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