Vanguard Utilities Index Fund Admiral Shares (VUIAX) belongs to the Utilities Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VUIAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VUIAX
VUIAX charges 0.10% annually. No mutual funds in the Utilities Equities category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.60%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Telecom and Utilities Fund | 0.60% | — | Nov 1987 | VUIAX vs FIUIX | |
| American Century Utilities Fund | 0.65% | 312.77M | Feb 1993 | VUIAX vs BULIX | |
| Franklin Utilities Fund | 0.72% | — | Sep 1948 | VUIAX vs FKUTX | |
| Fidelity Select Utilities Portfolio | 0.74% | — | Dec 1981 | VUIAX vs FSUTX | |
| Franklin Utilities Fund Class A | 0.81% | — | Sep 1948 | VUIAX vs FKUQX |
Best Risk-Adjusted Alternatives to VUIAX
VUIAX has a PortfoliosLab risk / return rank of 16. There are 10 mutual funds in the Utilities Equities category with higher risk-adjusted ranks, going as high as 62.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 62 | — | Jul 2011 | VUIAX vs DPG | |
| Gabelli Utilities Fund | 35 | — | Aug 1999 | VUIAX vs GABUX | |
| Hennessy Gas Utility Fund | 27 | — | May 1989 | VUIAX vs GASFX | |
| Franklin Utilities Fund Class A | 23 | — | Sep 1948 | VUIAX vs FKUQX | |
| Franklin Utilities Fund | 23 | — | Sep 1948 | VUIAX vs FKUTX |
Top Performing VUIAX Alternatives (YTD)
VUIAX is at 6.06% YTD. There are 11 mutual funds in the Utilities Equities category with higher YTD returns, going as high as 14.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 14.97% | — | Jul 2011 | VUIAX vs DPG | |
| Hennessy Gas Utility Fund | 10.54% | — | May 1989 | VUIAX vs GASFX | |
| Franklin Utilities Fund | 7.77% | — | Sep 1948 | VUIAX vs FKUTX | |
| Gabelli Utilities Fund | 7.75% | — | Aug 1999 | VUIAX vs GABUX | |
| Franklin Utilities Fund Class A | 7.71% | — | Sep 1948 | VUIAX vs FKUQX |
Lowest Volatility Alternatives to VUIAX
VUIAX has 14.54% 1-year volatility. There are 11 mutual funds in the Utilities Equities category with lower 1-year volatility, going as low as 10.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Utilities Fund | 10.71% | — | Aug 1999 | VUIAX vs GABUX | |
| Hennessy Gas Utility Fund | 11.94% | — | May 1989 | VUIAX vs GASFX | |
| Duff & Phelps Utility and Infrastructure Fund Inc | 12.28% | — | Jul 2011 | VUIAX vs DPG | |
| Allspring Utilities and High Income Fund | 12.79% | — | Apr 2004 | VUIAX vs ERH | |
| Allspring Utility and Telecommunications Fund | 13.28% | — | Jan 1994 | VUIAX vs EVUAX |
Lowest Drawdown Alternatives to VUIAX
VUIAX has a 1-year max drawdown of -8.87%. There are 9 mutual funds in the Utilities Equities category with shallower 1-year drawdowns, going as shallow as -5.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | -5.85% | — | Jul 2011 | VUIAX vs DPG | |
| Hennessy Gas Utility Fund | -6.95% | — | May 1989 | VUIAX vs GASFX | |
| Gabelli Utilities Fund | -7.14% | — | Aug 1999 | VUIAX vs GABUX | |
| Allspring Utility and Telecommunications Fund | -7.68% | — | Jan 1994 | VUIAX vs EVUAX | |
| Rydex Utilities Fund | -7.97% | — | Apr 2000 | VUIAX vs RYUIX |
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 VUIAX
Investors most often compare VUIAX with VPU, VOO, FUTY. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare VUIAX with Any Fund or Stock
Compare VUIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VUIAX with funds that move differently
Vanguard Utilities Index Fund Admiral Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VUIAX.
Explore VUIAX Diversifiers