Vanguard Strategic Equity Fund (VSEQX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VSEQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VSEQX
VSEQX charges 0.17% annually. There are 15 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.02% | 224.00B | Dec 2010 | VSEQX vs VMCPX | |
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | VSEQX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 224.00B | May 1998 | VSEQX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | VSEQX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 97.70B | Jan 2011 | VSEQX vs VEMPX |
Best Risk-Adjusted Alternatives to VSEQX
VSEQX has a PortfoliosLab risk / return rank of 87. There are 2 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 91 | — | Jan 2005 | VSEQX vs PFSLX | |
| Gotham Enhanced Return Fund | 88 | — | May 2013 | VSEQX vs GENIX | |
| Thompson MidCap Fund | 84 | — | Mar 2008 | VSEQX vs THPMX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | 83 | — | Oct 2023 | VSEQX vs FTHMX | |
| BlackRock Advantage SMID Cap Fund, Inc. | 82 | — | May 1978 | VSEQX vs MASPX |
Top Performing VSEQX Alternatives (YTD)
VSEQX is at 19.11% YTD. There are 14 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 37.75% | — | Jan 2005 | VSEQX vs PFSLX | |
| 13D Activist Fund | 30.77% | — | Dec 2011 | VSEQX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 26.34% | — | Aug 2015 | VSEQX vs FZFLX | |
| Tarkio Fund | 22.55% | — | Jun 2011 | VSEQX vs TARKX | |
| Hodges Fund | 21.87% | — | Oct 1992 | VSEQX vs HDPMX |
Lowest Volatility Alternatives to VSEQX
VSEQX has 15.10% 1-year volatility. There are 45 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.67% | — | Dec 2002 | VSEQX vs GWSAX | |
| Boston Trust Midcap Fund | 11.72% | — | — | VSEQX vs BTMFX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.78% | — | Jul 1999 | VSEQX vs TLVAX | |
| Boston Trust Walden Midcap Fund | 11.86% | — | Aug 2011 | VSEQX vs WAMFX | |
| Victory RS Investors Fund | 12.01% | — | Nov 2005 | VSEQX vs RSINX |
Lowest Drawdown Alternatives to VSEQX
VSEQX has a 1-year max drawdown of -7.60%. There are 7 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | VSEQX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | VSEQX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | VSEQX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | VSEQX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | VSEQX vs DNLDX |
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 VSEQX
Investors most often compare VSEQX with SCHM, VIMAX, VFMFX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare VSEQX with Any Fund or Stock
Compare VSEQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VSEQX with funds that move differently
Vanguard Strategic Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VSEQX.
Explore VSEQX Diversifiers