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 345 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 | YCGEX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | YCGEX vs VFFSX | |
| 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 | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | YCGEX vs VSMPX |
Best Risk-Adjusted Alternatives to YCGEX
YCGEX has a PortfoliosLab risk / return rank of 1. There are 390 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | YCGEX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | YCGEX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | YCGEX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | YCGEX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | YCGEX vs POGSX |
Top Performing YCGEX Alternatives (YTD)
YCGEX is at -6.08% YTD. There are 391 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | YCGEX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | YCGEX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | YCGEX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | YCGEX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | YCGEX vs IGIAX |
Lowest Volatility Alternatives to YCGEX
YCGEX has 13.78% 1-year volatility. There are 295 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | YCGEX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | YCGEX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | YCGEX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | YCGEX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | YCGEX vs SILVX |
Lowest Drawdown Alternatives to YCGEX
YCGEX has a 1-year max drawdown of -14.91%. There are 378 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 | YCGEX vs SVPFX | |
| 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 | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | YCGEX vs AMFEX |
Often Compared With YCGEX
Investors most often compare YCGEX with VOO, PAGRX, FZROX. These 20 comparison targets span 7 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