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 | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | — | Aug 2015 | WFIVX vs BKTSX |
Best Risk-Adjusted Alternatives to WFIVX
WFIVX has a PortfoliosLab risk / return rank of 49. There are 199 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | WFIVX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | WFIVX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | WFIVX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 89 | — | Feb 2004 | WFIVX vs GTLOX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 89 | — | Dec 2015 | WFIVX vs RESGX |
Top Performing WFIVX Alternatives (YTD)
WFIVX is at 8.38% YTD. There are 134 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.27% | 17.20B | Dec 2004 | WFIVX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 92.00B | Nov 2001 | WFIVX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.51% | — | Nov 2004 | WFIVX vs POSKX | |
| Integrity ESG Growth & Income Fund | 24.37% | — | Jan 1995 | WFIVX vs IGIAX | |
| Archer Multi Cap Fund | 24.19% | — | Dec 2019 | WFIVX vs ALSMX |
Lowest Volatility Alternatives to WFIVX
WFIVX has 12.81% 1-year volatility. There are 211 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | WFIVX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | WFIVX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | WFIVX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.41% | — | Jul 2012 | WFIVX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.58% | — | May 2015 | WFIVX vs FSUVX |
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 -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | 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, DTLGX, DTSGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wilshire Large Company Value Portfolio | Large Cap Value Equities | 55 | 8.29% | — | Sep 1992 | WFIVX vs DTLVX | |
| Wilshire Large Company Growth Portfolio | Large Cap Growth Equities | 21 | 3.97% | — | Sep 1992 | WFIVX vs DTLGX | |
| Wilshire Small Company Growth Portfolio | Small Cap Growth Equities | 46 | 19.41% | — | Oct 1992 | WFIVX vs DTSGX | |
| Wilshire International Equity Fund | Foreign Large Cap Equities | 57 | 12.49% | — | Nov 2007 | WFIVX vs WLCTX | |
| Wilshire Income Opportunities Fund | Multisector Bonds | 25 | 0.21% | — | Mar 2016 | WFIVX vs WIORX | |
| Wilshire Small Company Value Portfolio | Small Cap Blend Equities | 73 | 20.20% | — | 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