Wilshire 5000 Index Portfolio (WFIVX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WFIVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WFIVX
WFIVX charges 0.56% annually. There are 155 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | WFIVX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | WFIVX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | WFIVX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | WFIVX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | WFIVX vs VIIIX |
Best Risk-Adjusted Alternatives to WFIVX
WFIVX has a PortfoliosLab risk / return rank of 63. There are 163 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | WFIVX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | WFIVX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | WFIVX vs POGSX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | WFIVX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | WFIVX vs VPMAX |
Top Performing WFIVX Alternatives (YTD)
WFIVX is at 11.24% YTD. There are 160 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.55% | 17.20B | Dec 2004 | WFIVX vs VPCCX | |
| Integrity ESG Growth & Income Fund | 25.50% | — | Jan 1995 | WFIVX vs IGIAX | |
| PRIMECAP Odyssey Growth Fund | 25.47% | — | Nov 2004 | WFIVX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.05% | — | Dec 2015 | WFIVX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 22.83% | 92.00B | Nov 2001 | WFIVX vs VPMAX |
Lowest Volatility Alternatives to WFIVX
WFIVX has 12.79% 1-year volatility. There are 214 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.24% | — | Mar 2021 | WFIVX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | WFIVX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.24% | — | Jul 2012 | WFIVX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.26% | — | Jul 2012 | WFIVX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | WFIVX vs JEPIX |
Lowest Drawdown Alternatives to WFIVX
WFIVX has a 1-year max drawdown of -8.89%. There are 129 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | WFIVX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | WFIVX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | WFIVX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | WFIVX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | WFIVX vs QUERX |
Other Mutual Funds from Wilshire Mutual Funds
The 6 most viewed Wilshire Mutual Funds mutual funds shown here include DTLVX, DTSGX, DTLGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wilshire Large Company Value Portfolio | Large Cap Value Equities | 77 | 11.49% | — | Sep 1992 | WFIVX vs DTLVX | |
| Wilshire Small Company Growth Portfolio | Small Cap Growth Equities | 46 | 19.08% | — | Oct 1992 | WFIVX vs DTSGX | |
| Wilshire Large Company Growth Portfolio | Large Cap Growth Equities | 20 | 7.26% | — | Sep 1992 | WFIVX vs DTLGX | |
| Wilshire Income Opportunities Fund | Multisector Bonds | 28 | 0.42% | — | Mar 2016 | WFIVX vs WIORX | |
| Wilshire International Equity Fund | Foreign Large Cap Equities | 56 | 13.74% | — | Nov 2007 | WFIVX vs WLCTX | |
| Wilshire Small Company Value Portfolio | Small Cap Blend Equities | 82 | 24.23% | — | Sep 1992 | WFIVX vs DTSVX |
Often Compared With WFIVX
Investors most often compare WFIVX with QLEIX, VOO, VTSAX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare WFIVX with Any Fund or Stock
Compare WFIVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WFIVX with funds that move differently
Wilshire 5000 Index Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WFIVX.
Explore WFIVX Diversifiers