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 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | VSEQX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | VSEQX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | VSEQX vs FSMAX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | VSEQX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | VSEQX vs VEMPX |
Best Risk-Adjusted Alternatives to VSEQX
VSEQX has a PortfoliosLab risk / return rank of 79. There are 9 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | VSEQX vs PFSLX | |
| Destinations Small-Mid Cap Equity Fund | 83 | — | Mar 2017 | VSEQX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 83 | — | Aug 2013 | VSEQX vs FZAMX | |
| Fidelity Advisor Mid Cap II Fund Class I | 82 | — | Aug 2004 | VSEQX vs FIIMX | |
| Fidelity Advisor Mid Cap II Fund Class A | 82 | — | Aug 2004 | VSEQX vs FIIAX |
Top Performing VSEQX Alternatives (YTD)
VSEQX is at 17.17% YTD. There are 39 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 46.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 46.57% | — | Jan 2005 | VSEQX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 34.60% | — | Aug 2015 | VSEQX vs FZFLX | |
| Hodges Fund | 32.69% | — | Oct 1992 | VSEQX vs HDPMX | |
| 13D Activist Fund | 27.51% | — | Dec 2011 | VSEQX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 26.02% | — | Aug 2013 | VSEQX vs FZAMX |
Lowest Volatility Alternatives to VSEQX
VSEQX has 15.32% 1-year volatility. There are 49 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.84% | — | Dec 2002 | VSEQX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.83% | — | Jul 1999 | VSEQX vs TLVAX | |
| Boston Trust Midcap Fund | 11.93% | — | — | VSEQX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.04% | — | Aug 2011 | VSEQX vs WAMFX | |
| Victory RS Investors Fund | 12.11% | — | 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, FOCKX. 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