Vanguard Financials Index Fund Admiral Shares (VFAIX) Alternatives
Vanguard Financials Index Fund Admiral Shares (VFAIX) belongs to the Financials Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VFAIX. 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 VFAIX
VFAIX charges 0.10% annually. Among mutual funds in the Financials Equities category, these options have the lowest expense ratios among VFAIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | Oct 2, 2018 | VFAIX vs FIKBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | Dec 10, 1981 | VFAIX vs FIDSX | |
| Fidelity Select Banking Portfolio | 0.73% | Jun 30, 1986 | VFAIX vs FSRBX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | Jul 29, 1985 | VFAIX vs FSLBX | |
| Fidelity Advisor Financial Services Fund Class I | 0.76% | Sep 3, 1996 | VFAIX vs FFSIX |
Best Risk-Adjusted Alternatives to VFAIX
Among mutual funds in the Financials Equities 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 | |
|---|---|---|---|---|
| Gabelli Global Financial Services Fund Class AAA | 79 | Oct 1, 2018 | VFAIX vs GAFSX | |
| Gabelli Global Financial Services Fund | 78 | Oct 1, 2018 | VFAIX vs GFSIX | |
| RMB Mendon Financial Services Fund | 44 | Jun 7, 1999 | VFAIX vs RMBKX | |
| Rydex Banking Fund | 36 | Apr 1, 1998 | VFAIX vs RYKIX | |
| Hennessy Small Cap Financial Fund | 35 | Jan 3, 1997 | VFAIX vs HSFNX |
Top Performing VFAIX Alternatives (YTD)
VFAIX alternatives from the Financials Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| John Hancock Financial Opportunities Fund | 4.20% | Aug 18, 1994 | VFAIX vs BTO | |
| Saratoga Financial Service Fund | 0.00% | Aug 1, 2000 | VFAIX vs SFPAX | |
| RMB Mendon Financial Services Fund | -0.36% | Jun 7, 1999 | VFAIX vs RMBKX | |
| Hennessy Small Cap Financial Fund | -0.51% | Jan 3, 1997 | VFAIX vs HSFNX | |
| John Hancock Regional Bank Fund | -1.16% | Jan 3, 1992 | VFAIX vs FRBAX |
Lowest Volatility Alternatives to VFAIX
VFAIX alternatives from the Financials Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 11.34% | Aug 29, 2003 | VFAIX vs FLC | |
| Gabelli Global Financial Services Fund | 15.18% | Oct 1, 2018 | VFAIX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 15.21% | Oct 1, 2018 | VFAIX vs GAFSX | |
| Saratoga Financial Service Fund | 17.62% | Aug 1, 2000 | VFAIX vs SFPAX | |
| 1919 Financial Services Fund | 18.16% | Nov 16, 1998 | VFAIX vs SBFAX |
Lowest Drawdown Alternatives to VFAIX
VFAIX alternatives from the Financials Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | -8.69% | Aug 29, 2003 | VFAIX vs FLC | |
| Fidelity Select Insurance Portfolio | -11.69% | Dec 16, 1985 | VFAIX vs FSPCX | |
| Gabelli Global Financial Services Fund | -11.92% | Oct 1, 2018 | VFAIX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -11.92% | Oct 1, 2018 | VFAIX vs GAFSX | |
| 1919 Financial Services Fund | -11.95% | Nov 16, 1998 | VFAIX vs SBFAX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 51 | -9.12% | Jan 18, 2000 | VFAIX vs NASDX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 68 | -3.56% | Sep 6, 1994 | VFAIX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 46 | -6.78% | Sep 6, 1994 | VFAIX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 46 | -7.06% | Jul 30, 1993 | VFAIX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 16 | -6.71% | Sep 28, 2021 | VFAIX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | -4.27% | May 30, 2011 | VFAIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 70 | -2.99% | Dec 30, 1991 | VFAIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 8 | 6.59% | Jul 30, 2010 | VFAIX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | -7.23% | Aug 30, 2005 | VFAIX vs BDJ | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 3.57% | Dec 20, 2012 | VFAIX vs BDMIX |
Often Compared With VFAIX
What investors most often compare with VFAIX, based on PortfoliosLab usage data.
Compare VFAIX with Any Fund or Stock
Compare VFAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.