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 0.38% annually. There are 38 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | VWUSX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | VWUSX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | VWUSX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | VWUSX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | VWUSX vs VIGAX |
Best Risk-Adjusted Alternatives to VWUSX
VWUSX has a PortfoliosLab risk / return rank of 13. There are 350 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | VWUSX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | VWUSX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | VWUSX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | VWUSX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | VWUSX vs POGRX |
Top Performing VWUSX Alternatives (YTD)
VWUSX is at 4.77% YTD. There are 359 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | VWUSX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | VWUSX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 28.96% | — | Feb 2004 | VWUSX vs RYGRX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | VWUSX vs FOKFX | |
| Fidelity OTC Portfolio Class K | 27.65% | — | May 2008 | VWUSX vs FOCKX |
Lowest Volatility Alternatives to VWUSX
VWUSX has 16.60% 1-year volatility. There are 301 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | VWUSX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.26% | — | Jan 2005 | VWUSX vs MEIFX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | VWUSX vs EFCNX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | VWUSX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | VWUSX vs AWYIX |
Lowest Drawdown Alternatives to VWUSX
VWUSX has a 1-year max drawdown of -19.15%. There are 378 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | VWUSX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | VWUSX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | VWUSX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | VWUSX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | VWUSX vs AQEIX |
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 12 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