Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) 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 VSPVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VSPVX
VSPVX 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 | VSPVX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | VSPVX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | VSPVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | VSPVX vs SWLVX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | VSPVX vs TILVX |
Best Risk-Adjusted Alternatives to VSPVX
VSPVX has a PortfoliosLab risk / return rank of 83. There are 177 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 | VSPVX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | VSPVX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | VSPVX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund Investor ... | 98 | — | — | VSPVX vs MDLVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | VSPVX vs LSVVX |
Top Performing VSPVX Alternatives (YTD)
VSPVX is at 10.16% YTD. There are 256 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 | VSPVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | VSPVX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | VSPVX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | VSPVX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | VSPVX vs AVLVX |
Lowest Volatility Alternatives to VSPVX
VSPVX has 9.96% 1-year volatility. There are 36 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 | VSPVX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | VSPVX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | VSPVX vs RIDAX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | VSPVX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | VSPVX vs ACIIX |
Lowest Drawdown Alternatives to VSPVX
VSPVX has a 1-year max drawdown of -6.24%. There are 42 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 | VSPVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | VSPVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | VSPVX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | VSPVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | VSPVX 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 VSPVX
Investors most often compare VSPVX with BRK-B, FXAIX, VOO. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare VSPVX with Any Fund or Stock
Compare VSPVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VSPVX with funds that move differently
Vanguard S&P 500 Value Index Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VSPVX.
Explore VSPVX Diversifiers