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 4 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
SWPPX	Schwab S&P 500 Index Fund	0.02%	145.00B	May 1997	VFIAX vs SWPPX
FXAIX	Fidelity 500 Index Fund	0.02%	—	Feb 1988	VFIAX vs FXAIX
WFSPX	iShares S&P 500 Index Fund	0.03%	—	Jul 1993	VFIAX vs WFSPX
BSPIX	iShares S&P 500 Index Fund Institutional Class	0.10%	—	Apr 1993	VFIAX vs BSPIX

Best Risk-Adjusted Alternatives to VFIAX

VFIAX has a PortfoliosLab risk / return rank of 73. There are 9 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 75.

Symbol	Name	Risk / Return Rank	AUM	Inception
SCPIX	DWS S&P 500 Index Fund	75	—	Aug 1997	VFIAX vs SCPIX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	74	—	Dec 2013	VFIAX vs SPINX
BSPGX	iShares S&P 500 Index Fund Class G	74	—	Jul 2019	VFIAX vs BSPGX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	74	—	Mar 2001	VFIAX vs PLFIX
BSPIX	iShares S&P 500 Index Fund Institutional Class	74	—	Apr 1993	VFIAX vs BSPIX

Top Performing VFIAX Alternatives (YTD)

VFIAX is at 11.69% YTD. There are 3 mutual funds in the S&P 500 category with higher YTD returns, going as high as 17.64%.

Symbol	Name	YTD Return	AUM	Inception
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	17.64%	—	May 2006	VFIAX vs DXSLX
USPRX	Victory 500 Index Fund	11.73%	—	May 2002	VFIAX vs USPRX
FXAIX	Fidelity 500 Index Fund	11.71%	—	Feb 1988	VFIAX vs FXAIX
SWPPX	Schwab S&P 500 Index Fund	11.69%	145.00B	May 1997	VFIAX vs SWPPX
WFSPX	iShares S&P 500 Index Fund	11.69%	—	Jul 1993	VFIAX vs WFSPX

Lowest Volatility Alternatives to VFIAX

VFIAX has 11.86% 1-year volatility. There are 6 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 8.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
PUTW	WisdomTree Equity Premium Income Fund	8.86%	236.88M	Feb 2016	VFIAX vs PUTW
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	10.64%	—	Sep 2017	VFIAX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	11.64%	—	Jul 1997	VFIAX vs VADDX
SPFIX	Shelton Capital Management S&P 500 Index Fund	11.81%	—	Apr 1992	VFIAX vs SPFIX
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	11.84%	—	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 -7.15%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PUTW	WisdomTree Equity Premium Income Fund	-7.15%	236.88M	Feb 2016	VFIAX vs PUTW
VADDX	Invesco Equally-Weighted S&P 500 Fund	-7.88%	—	Jul 1997	VFIAX vs VADDX
SWPPX	Schwab S&P 500 Index Fund	-8.89%	145.00B	May 1997	VFIAX vs SWPPX
FXAIX	Fidelity 500 Index Fund	-8.89%	—	Feb 1988	VFIAX vs FXAIX
SPFIX	Shelton Capital Management S&P 500 Index Fund	-8.90%	—	Apr 1992	VFIAX vs SPFIX

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	71	11.98%	2.20T	Nov 2000	VFIAX vs VTSAX
VTIAX	Vanguard Total International Stock Index Fund Admi...	Large Cap Blend Equities, Foreign Large Cap Equities	58	15.40%	629.30B	Nov 2010	VFIAX vs VTIAX
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	34	10.82%	365.00B	Nov 2000	VFIAX vs VIGAX
VWELX	Vanguard Wellington Fund Investor Shares	Diversified Portfolio	74	7.11%	121.30B	Jul 1929	VFIAX vs VWELX
VBTLX	Vanguard Total Bond Market Index Fund Admiral Shar...	Total Bond Market	23	0.42%	389.80B	Nov 2001	VFIAX vs VBTLX
VIGIX	Vanguard Growth Index Fund Institutional Shares	Large Cap Growth Equities	34	10.83%	365.00B	May 1998	VFIAX vs VIGIX
VDIGX	Vanguard Dividend Growth Fund	Large Cap Blend Equities, Dividend	11	2.63%	36.80B	May 1992	VFIAX vs VDIGX
VITAX	Vanguard Information Technology Index Fund Admiral...	Technology Equities	81	33.66%	144.20B	Mar 2004	VFIAX vs VITAX
VBIAX	Vanguard Balanced Index Fund Admiral Shares	Diversified Portfolio	76	7.35%	62.30B	Nov 2000	VFIAX vs VBIAX
VWENX	Vanguard Wellington Fund Admiral Shares	Diversified Portfolio	75	7.16%	121.30B	May 2001	VFIAX vs VWENX

Often Compared With VFIAX

Investors most often compare VFIAX with VOO, VTI, SPY. These 20 comparison targets span 11 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	70	10.91%	1.60T	Sep 2010	VFIAX vs VOO
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	68	11.20%	2.20T	May 2001	VFIAX vs VTI
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	VFIAX vs SPY
VVIAX	Vanguard Value Index Fund Admiral Shares	Large Cap Value Equities	81	12.24%	238.00B	Nov 2000	VFIAX vs VVIAX
VFIFX	Vanguard Target Retirement 2050 Fund	Target Retirement Date, Diversified Portfolio	71	12.06%	104.30B	Jun 2006	VFIAX vs VFIFX
VGT	Vanguard Information Technology ETF	Technology Equities	76	31.64%	144.20B	Mar 2004	VFIAX vs VGT
VDADX	Vanguard Dividend Appreciation Index Fund Admiral ...	Large Cap Blend Equities	49	7.70%	124.70B	Dec 2013	VFIAX vs VDADX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	80	19.01%	94.95B	Oct 2011	VFIAX vs SCHD
VEMAX	Vanguard Emerging Markets Stock Index Fund Admiral...	Emerging Markets Equities	59	13.97%	159.90B	Jun 2006	VFIAX vs VEMAX
VMFXX	Vanguard Federal Money Market Fund	Money Market	—	1.50%	0.00	Jul 1981	VFIAX vs VMFXX
VXUS	Vanguard Total International Stock ETF	Global Equities	60	14.25%	629.30B	Jan 2011	VFIAX vs VXUS
VEIRX	Vanguard Equity Income Fund Admiral Shares	Large Cap Value Equities	67	9.73%	66.00B	Aug 2001	VFIAX vs VEIRX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	19	7.85%	—	Feb 1992	VFIAX vs SEEGX
TBCIX	T. Rowe Price Blue Chip Growth Fund I Class	Large Cap Growth Equities	21	5.54%	—	—	VFIAX vs TBCIX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	35	10.24%	—	Dec 1973	VFIAX vs RGAGX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	Large Cap Growth Equities	70	13.15%	90.20B	Feb 2019	VFIAX vs VTWAX
VLCAX	Vanguard Large-Cap Index Fund Admiral Shares	Large Cap Blend Equities	70	11.49%	71.00B	Feb 2004	VFIAX vs VLCAX
VTTSX	Vanguard Target Retirement 2060 Fund	Diversified Portfolio, Target Retirement Date	71	12.17%	44.60B	Jan 2012	VFIAX vs VTTSX
VWUSX	Vanguard U.S. Growth Fund Investor Shares	Large Cap Growth Equities	13	4.77%	45.40B	Jan 1959	VFIAX vs VWUSX
VFTAX	Vanguard FTSE Social Index Fund Admiral Shares	Large Cap Growth Equities	53	11.67%	26.20B	Feb 2019	VFIAX vs VFTAX

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