Vanguard STAR Fund (VGSTX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VGSTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VGSTX
VGSTX charges 0.29% annually. There are 93 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | VGSTX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | VGSTX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VGSTX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | VGSTX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | VGSTX vs FYMIX |
Best Risk-Adjusted Alternatives to VGSTX
VGSTX has a PortfoliosLab risk / return rank of 66. There are 223 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | VGSTX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | VGSTX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | VGSTX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | VGSTX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | VGSTX vs FSRRX |
Top Performing VGSTX Alternatives (YTD)
VGSTX is at 6.00% YTD. There are 294 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | VGSTX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | VGSTX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | VGSTX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | VGSTX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | VGSTX vs BRUFX |
Lowest Volatility Alternatives to VGSTX
VGSTX has 9.06% 1-year volatility. There are 298 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | VGSTX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | VGSTX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | VGSTX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | VGSTX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | VGSTX vs CSTAX |
Lowest Drawdown Alternatives to VGSTX
VGSTX has a 1-year max drawdown of -6.76%. There are 323 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | VGSTX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | VGSTX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | VGSTX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | VGSTX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | VGSTX vs CSTAX |
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 VGSTX
Investors most often compare VGSTX with VOO, VTI, VBINX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare VGSTX with Any Fund or Stock
Compare VGSTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VGSTX with funds that move differently
Vanguard STAR Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VGSTX.
Explore VGSTX Diversifiers