Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) 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 VIIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VIIIX
VIIIX charges 0.02% annually. There is 1 mutual fund in the S&P 500 category with a lower expense ratio, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 0.01% | — | Jul 2019 | VIIIX vs BSPGX | |
| Fidelity 500 Index Fund | 0.02% | — | Feb 1988 | VIIIX vs FXAIX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | VIIIX vs SSSYX | |
| Schwab S&P 500 Index Fund | 0.02% | 143.85B | May 1997 | VIIIX vs SWPPX | |
| iShares S&P 500 Index Fund Class K | 0.03% | — | Jul 1993 | VIIIX vs WFSPX |
Best Risk-Adjusted Alternatives to VIIIX
VIIIX has a PortfoliosLab risk / return rank of 65. There are 2 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust S&P 500 Index ... | 65 | — | Dec 2013 | VIIIX vs SPINX | |
| Fidelity 500 Index Fund | 65 | — | Feb 1988 | VIIIX vs FXAIX | |
| Vanguard Institutional Index Fund Institutional Sh... | 65 | 355.20B | Jul 1990 | VIIIX vs VINIX | |
| State Street Equity 500 Index Fund Class K | 65 | — | Sep 2014 | VIIIX vs SSSYX | |
| iShares S&P 500 Index Fund Class K | 65 | — | Jul 1993 | VIIIX vs WFSPX |
Top Performing VIIIX Alternatives (YTD)
VIIIX is at 9.78% YTD. There are 4 mutual funds in the S&P 500 category with higher YTD returns, going as high as 13.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Monthly S&P 500 Bull 1.75X Fund | 13.76% | — | May 2006 | VIIIX vs DXSLX | |
| Invesco Equally-Weighted S&P 500 Fund | 10.27% | — | Jul 1997 | VIIIX vs VADDX | |
| Victory 500 Index Fund | 10.00% | — | May 2002 | VIIIX vs USPRX | |
| Fidelity 500 Index Fund | 9.79% | — | Feb 1988 | VIIIX vs FXAIX | |
| Vanguard Institutional Index Fund Institutional Sh... | 9.78% | 355.20B | Jul 1990 | VIIIX vs VINIX |
Lowest Volatility Alternatives to VIIIX
VIIIX has 12.50% 1-year volatility. There are 14 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 9.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 9.33% | 236.88M | Feb 2016 | VIIIX vs PUTW | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 10.86% | — | Sep 2017 | VIIIX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | 11.93% | — | Jul 1997 | VIIIX vs VADDX | |
| Shelton Capital Management S&P 500 Index Fund | 12.45% | — | Apr 1992 | VIIIX vs SPFIX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | 12.45% | — | Nov 2005 | VIIIX vs SPXX |
Lowest Drawdown Alternatives to VIIIX
VIIIX has a 1-year max drawdown of -8.90%. There are 5 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 | |
|---|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | -7.15% | 236.88M | Feb 2016 | VIIIX vs PUTW | |
| Invesco Equally-Weighted S&P 500 Fund | -7.88% | — | Jul 1997 | VIIIX vs VADDX | |
| State Street Equity 500 Index Fund Class K | -8.88% | — | Sep 2014 | VIIIX vs SSSYX | |
| Fidelity 500 Index Fund | -8.89% | — | Feb 1988 | VIIIX vs FXAIX | |
| Schwab S&P 500 Index Fund | -8.89% | 143.85B | May 1997 | VIIIX vs SWPPX |
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 VIIIX
Investors most often compare VIIIX with SPY, OIEJX, VTSNX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare VIIIX with Any Fund or Stock
Compare VIIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VIIIX with funds that move differently
Vanguard Institutional Index Fund Institutional Plus Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VIIIX.
Explore VIIIX Diversifiers