YCG Enhanced Fund (YCGEX) 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 YCGEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to YCGEX
YCGEX charges 1.19% annually. There are 346 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 500 Index Fund Institutional Select Share... | 0.01% | — | — | YCGEX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | YCGEX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | YCGEX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | YCGEX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | YCGEX vs SSSYX |
Best Risk-Adjusted Alternatives to YCGEX
YCGEX has a PortfoliosLab risk / return rank of 1. There are 392 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | YCGEX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | YCGEX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | YCGEX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | YCGEX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | YCGEX vs GTLOX |
Top Performing YCGEX Alternatives (YTD)
YCGEX is at -8.56% YTD. There are 393 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | YCGEX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | YCGEX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | YCGEX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | YCGEX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | YCGEX vs IGIAX |
Lowest Volatility Alternatives to YCGEX
YCGEX has 12.12% 1-year volatility. There are 199 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | YCGEX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | YCGEX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | YCGEX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | YCGEX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | YCGEX vs FULVX |
Lowest Drawdown Alternatives to YCGEX
YCGEX has a 1-year max drawdown of -15.35%. There are 382 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 | YCGEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | YCGEX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | YCGEX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | YCGEX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | YCGEX vs QUERX |
Often Compared With YCGEX
Investors most often compare YCGEX with VOO, FZROX, SGOIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare YCGEX with Any Fund or Stock
Compare YCGEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair YCGEX with funds that move differently
YCG Enhanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to YCGEX.
Explore YCGEX Diversifiers