North Square Tactical Growth Fund (ETFOX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ETFOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ETFOX
ETFOX charges 1.30% annually. There are 37 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | ETFOX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | ETFOX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | ETFOX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | ETFOX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | ETFOX vs GPIFX |
Best Risk-Adjusted Alternatives to ETFOX
ETFOX has a PortfoliosLab risk / return rank of 54. There are 40 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 94 | — | Oct 2009 | ETFOX vs ASTIX | |
| Potomac Defensive Bull Fund | 93 | — | Jun 2020 | ETFOX vs CRDBX | |
| Teberg Fund | 92 | — | Mar 2002 | ETFOX vs TEBRX | |
| Donoghue Forlines Tactical Allocation Fund | 92 | — | Apr 2018 | ETFOX vs GTAIX | |
| Donoghue Forlines Momentum Fund | 92 | — | Dec 2016 | ETFOX vs MOJOX |
Top Performing ETFOX Alternatives (YTD)
ETFOX is at 8.52% YTD. There are 34 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 52.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 52.24% | — | Sep 2019 | ETFOX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 43.41% | — | Dec 2016 | ETFOX vs MOJOX | |
| Teberg Fund | 32.96% | — | Mar 2002 | ETFOX vs TEBRX | |
| Quantified STF Fund | 25.73% | — | Nov 2015 | ETFOX vs QSTFX | |
| Quantified Market Leaders Fund | 21.38% | — | Aug 2013 | ETFOX vs QMLFX |
Lowest Volatility Alternatives to ETFOX
ETFOX has 10.71% 1-year volatility. There are 48 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.50% | — | Aug 2012 | ETFOX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.68% | — | Apr 2012 | ETFOX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.78% | — | Jul 2014 | ETFOX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.74% | — | Aug 2004 | ETFOX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.75% | — | — | ETFOX vs HFSAX |
Lowest Drawdown Alternatives to ETFOX
ETFOX has a 1-year max drawdown of -8.15%. There are 54 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | ETFOX vs GPIFX | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | ETFOX vs QDSNX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | ETFOX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | ETFOX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | ETFOX vs HSTRX |
Other Mutual Funds from Stadion Funds
The 2 most viewed Stadion Funds mutual funds shown here include ETFRX, STTIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| North Square Tactical Defensive Fund | Tactical Allocation | 50 | 7.02% | — | Sep 2006 | ETFOX vs ETFRX | |
| North SquareTrilogy Alternative Return Fund | Options Trading | 14 | -0.12% | — | Apr 2012 | ETFOX vs STTIX |
Often Compared With ETFOX
Investors most often compare ETFOX with VTI, KNG, MNY.TO. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare ETFOX with Any Fund or Stock
Compare ETFOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ETFOX with funds that move differently
North Square Tactical Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ETFOX.
Explore ETFOX Diversifiers