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 | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | VSPVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | VSPVX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | VSPVX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | VSPVX vs VVIAX |
Best Risk-Adjusted Alternatives to VSPVX
VSPVX has a PortfoliosLab risk / return rank of 65. There are 135 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | VSPVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | VSPVX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | VSPVX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | VSPVX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | VSPVX vs SABTX |
Top Performing VSPVX Alternatives (YTD)
VSPVX is at 7.91% YTD. There are 218 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | VSPVX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | VSPVX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | VSPVX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | VSPVX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | VSPVX vs PXTIX |
Lowest Volatility Alternatives to VSPVX
VSPVX has 9.80% 1-year volatility. There are 48 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | VSPVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | VSPVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | VSPVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | VSPVX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | VSPVX vs FLCCX |
Lowest Drawdown Alternatives to VSPVX
VSPVX has a 1-year max drawdown of -6.24%. There are 51 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | VSPVX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | VSPVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | VSPVX vs HFCVX | |
| Torray 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 9 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