Vanguard U.S. Growth Fund Investor Shares (VWUSX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VWUSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VWUSX
VWUSX charges 0.35% annually. There are 29 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | VWUSX vs VIGIX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | VWUSX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | VWUSX vs SWLGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | VWUSX vs VRGWX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | VWUSX vs VIGAX |
Best Risk-Adjusted Alternatives to VWUSX
VWUSX has a PortfoliosLab risk / return rank of 5. There are 368 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | VWUSX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | VWUSX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | VWUSX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | VWUSX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | VWUSX vs FDSSX |
Top Performing VWUSX Alternatives (YTD)
VWUSX is at -2.93% YTD. There are 381 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | VWUSX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | VWUSX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | VWUSX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | VWUSX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | VWUSX vs VPMCX |
Lowest Volatility Alternatives to VWUSX
VWUSX has 18.17% 1-year volatility. There are 268 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | VWUSX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | VWUSX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | VWUSX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | VWUSX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | VWUSX vs GQEPX |
Lowest Drawdown Alternatives to VWUSX
VWUSX has a 1-year max drawdown of -19.15%. There are 374 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | VWUSX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | VWUSX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | VWUSX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | VWUSX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | VWUSX vs DNVYX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 7 categories. AUM among these funds goes as high as $2T.
Often Compared With VWUSX
Investors most often compare VWUSX with VUG, VOO, SPY. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare VWUSX with Any Fund or Stock
Compare VWUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VWUSX with funds that move differently
Vanguard U.S. Growth Fund Investor Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VWUSX.
Explore VWUSX Diversifiers