Vanguard High Dividend Yield Index Fund Admiral Shares (VHYAX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VHYAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VHYAX
VHYAX charges 0.08% annually. There are 8 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | VHYAX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | VHYAX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | VHYAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | VHYAX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | VHYAX vs TILVX |
Best Risk-Adjusted Alternatives to VHYAX
VHYAX has a PortfoliosLab risk / return rank of 89. There are 127 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | VHYAX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | VHYAX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | VHYAX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund Investor ... | 98 | — | — | VHYAX vs MDLVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | VHYAX vs LSVVX |
Top Performing VHYAX Alternatives (YTD)
VHYAX is at 14.15% YTD. There are 152 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.43% | — | Jun 2015 | VHYAX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | VHYAX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | VHYAX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | VHYAX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | VHYAX vs AVLVX |
Lowest Volatility Alternatives to VHYAX
VHYAX has 10.36% 1-year volatility. There are 60 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | VHYAX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | VHYAX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | VHYAX vs RIDAX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | VHYAX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | VHYAX vs ACIIX |
Lowest Drawdown Alternatives to VHYAX
VHYAX has a 1-year max drawdown of -6.75%. There are 86 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | VHYAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | VHYAX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | VHYAX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | VHYAX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | VHYAX vs SVAIX |
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 VHYAX
Investors most often compare VHYAX with SCHD, VYMI, VIHAX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare VHYAX with Any Fund or Stock
Compare VHYAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VHYAX with funds that move differently
Vanguard High Dividend Yield Index Fund Admiral Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VHYAX.
Explore VHYAX Diversifiers