Wilshire 5000 Index Portfolio (WFIVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to WFIVX
WFIVX charges 0.54% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among WFIVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | WFIVX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | WFIVX vs SSSYX |
Best Risk-Adjusted Alternatives to WFIVX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | WFIVX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | WFIVX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | WFIVX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | WFIVX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | WFIVX vs DHAMX |
Top Performing WFIVX Alternatives (YTD)
WFIVX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | WFIVX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | WFIVX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | WFIVX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | WFIVX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | WFIVX vs RCKSX |
Lowest Volatility Alternatives to WFIVX
WFIVX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | WFIVX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | WFIVX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | WFIVX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | WFIVX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | WFIVX vs QUERX |
Lowest Drawdown Alternatives to WFIVX
WFIVX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | WFIVX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | WFIVX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | WFIVX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | WFIVX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | WFIVX vs GQEIX |
Other Mutual Funds from Wilshire Mutual Funds
Most popular Wilshire Mutual Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Wilshire Small Company Growth Portfolio | Small Cap Growth Equities | 23 | -6.45% | Oct 1, 1992 | WFIVX vs DTSGX | |
| Wilshire Large Company Growth Portfolio | Large Cap Growth Equities | 31 | -13.65% | Sep 30, 1992 | WFIVX vs DTLGX | |
| Wilshire International Equity Fund | Foreign Large Cap Equities | 79 | -0.50% | Nov 16, 2007 | WFIVX vs WLCTX | |
| Wilshire Large Company Value Portfolio | Large Cap Value Equities | 38 | -1.98% | Sep 30, 1992 | WFIVX vs DTLVX | |
| Wilshire Income Opportunities Fund | Multisector Bonds | 74 | -0.88% | Mar 29, 2016 | WFIVX vs WIORX | |
| Wilshire Small Company Value Portfolio | Small Cap Blend Equities | 58 | 2.33% | Sep 30, 1992 | WFIVX vs DTSVX |
Often Compared With WFIVX
What investors most often compare with WFIVX, 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.