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 352 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 Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | YCGEX vs VIIIX |
Best Risk-Adjusted Alternatives to YCGEX
YCGEX has a PortfoliosLab risk / return rank of 1. There are 396 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 | 17.20B | Dec 2004 | YCGEX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | YCGEX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | YCGEX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | YCGEX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | YCGEX vs IGIAX |
Top Performing YCGEX Alternatives (YTD)
YCGEX is at -11.09% YTD. There are 397 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | YCGEX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | YCGEX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | YCGEX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | YCGEX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | YCGEX vs FLVCX |
Lowest Volatility Alternatives to YCGEX
YCGEX has 12.56% 1-year volatility. There are 159 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | YCGEX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | YCGEX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | YCGEX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | YCGEX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | YCGEX vs FSUVX |
Lowest Drawdown Alternatives to YCGEX
YCGEX has a 1-year max drawdown of -15.35%. There are 386 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, PAGRX. 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