VFIAX Alternatives & Similar Mutual Funds

Vanguard 500 Index Fund Admiral Shares (VFIAX) 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 VFIAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to VFIAX

VFIAX charges 0.04% annually. There are 7 mutual funds in the S&P 500 category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	—	Jul 2019	VFIAX vs BSPGX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	0.02%	349.70B	Jul 1997	VFIAX vs VIIIX
SWPPX	Schwab S&P 500 Index Fund	0.02%	144.34B	May 1997	VFIAX vs SWPPX
FXAIX	Fidelity 500 Index Fund	0.02%	—	Feb 1988	VFIAX vs FXAIX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	—	Sep 2014	VFIAX vs SSSYX

Best Risk-Adjusted Alternatives to VFIAX

VFIAX has a PortfoliosLab risk / return rank of 75. There are 4 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 76.

Symbol	Name	Risk / Return Rank	AUM	Inception
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	76	349.70B	Jul 1997	VFIAX vs VIIIX
FXAIX	Fidelity 500 Index Fund	75	—	Feb 1988	VFIAX vs FXAIX
VADDX	Invesco Equally-Weighted S&P 500 Fund	75	—	Jul 1997	VFIAX vs VADDX
VINIX	Vanguard Institutional Index Fund Institutional Sh...	75	349.70B	Jul 1990	VFIAX vs VINIX
SWPPX	Schwab S&P 500 Index Fund	75	144.34B	May 1997	VFIAX vs SWPPX

Top Performing VFIAX Alternatives (YTD)

VFIAX is at 11.74% YTD. There are 8 mutual funds in the S&P 500 category with higher YTD returns, going as high as 16.64%.

Symbol	Name	YTD Return	AUM	Inception
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	16.64%	—	May 2006	VFIAX vs DXSLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	14.22%	—	Jul 1997	VFIAX vs VADDX
USPRX	Victory 500 Index Fund	11.81%	—	May 2002	VFIAX vs USPRX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	11.76%	349.70B	Jul 1997	VFIAX vs VIIIX
FXAIX	Fidelity 500 Index Fund	11.76%	—	Feb 1988	VFIAX vs FXAIX

Lowest Volatility Alternatives to VFIAX

VFIAX has 12.86% 1-year volatility. There are 16 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 11.34%.

Symbol	Name	Volatility 1Y	AUM	Inception
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	11.34%	—	Sep 2017	VFIAX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	11.74%	—	Jul 1997	VFIAX vs VADDX
SPFIX	Shelton Capital Management S&P 500 Index Fund	12.80%	—	Apr 1992	VFIAX vs SPFIX
INDEX	CYBER HORNET S&P 500	12.82%	—	Mar 2017	VFIAX vs INDEX
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	12.84%	—	Feb 2001	VFIAX vs PLSAX

Lowest Drawdown Alternatives to VFIAX

VFIAX has a 1-year max drawdown of -8.90%. There are 4 mutual funds in the S&P 500 category with shallower 1-year drawdowns, going as shallow as -7.88%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
VADDX	Invesco Equally-Weighted S&P 500 Fund	-7.88%	—	Jul 1997	VFIAX vs VADDX
SSSYX	State Street Equity 500 Index Fund Class K	-8.88%	—	Sep 2014	VFIAX vs SSSYX
SWPPX	Schwab S&P 500 Index Fund	-8.89%	144.34B	May 1997	VFIAX vs SWPPX
FXAIX	Fidelity 500 Index Fund	-8.89%	—	Feb 1988	VFIAX vs FXAIX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	-8.90%	349.70B	Jul 1997	VFIAX vs VIIIX

Other Mutual Funds from Vanguard

The 10 most viewed Vanguard mutual funds shown here include VTSAX, VTIAX, VIGAX and span 7 categories. AUM among these funds goes as high as $2T.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	76	12.18%	2.30T	Nov 2000	VFIAX vs VTSAX
VTIAX	Vanguard Total International Stock Index Fund Admi...	Foreign Large Cap Equities	72	13.61%	651.00B	Nov 2010	VFIAX vs VTIAX
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	25	7.34%	378.80B	Nov 2000	VFIAX vs VIGAX
VWELX	Vanguard Wellington Fund Investor Shares	Diversified Portfolio	64	6.44%	123.40B	Jul 1929	VFIAX vs VWELX
VBTLX	Vanguard Total Bond Market Index Fund Admiral Shar...	Total Bond Market	10	-0.70%	398.10B	Nov 2001	VFIAX vs VBTLX
VIGIX	Vanguard Growth Index Fund Institutional Shares	Large Cap Growth Equities	25	7.35%	378.80B	May 1998	VFIAX vs VIGIX
VITAX	Vanguard Information Technology Index Fund Admiral...	Technology Equities	49	22.50%	169.20B	Mar 2004	VFIAX vs VITAX
VDIGX	Vanguard Dividend Growth Fund	Dividend, Large Cap Blend Equities	34	5.63%	35.70B	May 1992	VFIAX vs VDIGX
VBIAX	Vanguard Balanced Index Fund Admiral Shares	Diversified Portfolio	72	7.16%	63.70B	Nov 2000	VFIAX vs VBIAX
VWENX	Vanguard Wellington Fund Admiral Shares	Diversified Portfolio	65	6.50%	123.40B	May 2001	VFIAX vs VWENX

Often Compared With VFIAX

Investors most often compare VFIAX with VOO, VTI, SPY. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	72	13.74%	1.70T	Sep 2010	VFIAX vs VOO
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	72	14.27%	2.30T	May 2001	VFIAX vs VTI
SPY	State Street SPDR S&P 500 ETF	S&P 500	72	13.71%	789.06B	Jan 1993	VFIAX vs SPY
VVIAX	Vanguard Value Index Fund Admiral Shares	Large Cap Value Equities	95	16.92%	254.20B	Nov 2000	VFIAX vs VVIAX
VFIFX	Vanguard Target Retirement 2050 Fund	Target Retirement Date, Diversified Portfolio	77	11.47%	108.10B	Jun 2006	VFIAX vs VFIFX
VGT	Vanguard Information Technology ETF	Technology Equities	58	27.80%	169.20B	Mar 2004	VFIAX vs VGT
VDADX	Vanguard Dividend Appreciation Index Fund Admiral ...	Dividend, Large Cap Blend Equities	77	10.13%	129.60B	Dec 2013	VFIAX vs VDADX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	25.44%	104.16B	Oct 2011	VFIAX vs SCHD
VEMAX	Vanguard Emerging Markets Stock Index Fund Admiral...	Emerging Markets Equities	46	10.27%	163.30B	Jun 2006	VFIAX vs VEMAX
VEIRX	Vanguard Equity Income Fund Admiral Shares	Dividend, Large Cap Value Equities	90	12.57%	65.40B	Aug 2001	VFIAX vs VEIRX
VMFXX	Vanguard Federal Money Market Fund	Money Market	—	1.80%	0.00	Jul 1981	VFIAX vs VMFXX
VXUS	Vanguard Total International Stock ETF	Global Equities	66	15.23%	651.00B	Jan 2011	VFIAX vs VXUS
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	Global Equities	76	12.56%	97.00B	Feb 2019	VFIAX vs VTWAX
TBCIX	T. Rowe Price Blue Chip Growth Fund I Class	Large Cap Growth Equities	12	0.50%	—	—	VFIAX vs TBCIX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	9	0.51%	—	Feb 1992	VFIAX vs SEEGX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	26	7.56%	—	Dec 1973	VFIAX vs RGAGX
VLCAX	Vanguard Large-Cap Index Fund Admiral Shares	Large Cap Blend Equities	72	11.45%	73.80B	Feb 2004	VFIAX vs VLCAX
VTTSX	Vanguard Target Retirement 2060 Fund	Target Retirement Date, Diversified Portfolio	77	11.58%	46.70B	Jan 2012	VFIAX vs VTTSX
VFTAX	Vanguard FTSE Social Index Fund Admiral Shares	Large Cap Blend Equities, ESG	52	11.10%	27.60B	Feb 2019	VFIAX vs VFTAX
VWUSX	Vanguard U.S. Growth Fund Investor Shares	Large Cap Growth Equities	8	0.35%	45.60B	Jan 1959	VFIAX vs VWUSX

Compare VFIAX with Any Fund or Stock

Compare VFIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair VFIAX with funds that move differently

Vanguard 500 Index Fund Admiral Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VFIAX.

Explore VFIAX Diversifiers

Vanguard 500 Index Fund Admiral Shares (VFIAX) Alternatives