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 48. There are 43 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 93 | — | Oct 2009 | ETFOX vs ASTIX | |
| Hussman Strategic Total Return Fund | 92 | — | Sep 2002 | ETFOX vs HSTRX | |
| Donoghue Forlines Momentum Fund | 92 | — | Dec 2016 | ETFOX vs MOJOX | |
| AQR Diversifying Strategies Fund Class N | 92 | — | Jun 2020 | ETFOX vs QDSNX | |
| Invesco Balanced-Risk Allocation Fund | 92 | — | Jun 2009 | ETFOX vs ABRYX |
Top Performing ETFOX Alternatives (YTD)
ETFOX is at 8.08% YTD. There are 31 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 46.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 46.52% | — | Sep 2019 | ETFOX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 39.02% | — | Dec 2016 | ETFOX vs MOJOX | |
| Teberg Fund | 25.36% | — | Mar 2002 | ETFOX vs TEBRX | |
| Quantified STF Fund | 20.67% | — | Nov 2015 | ETFOX vs QSTFX | |
| Potomac Defensive Bull Fund | 20.62% | — | Jun 2020 | ETFOX vs CRDBX |
Lowest Volatility Alternatives to ETFOX
ETFOX has 10.87% 1-year volatility. There are 48 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.51% | — | Aug 2012 | ETFOX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.71% | — | Apr 2012 | ETFOX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | ETFOX vs TTIFX | |
| Hussman Strategic Total Return Fund | 4.66% | — | Sep 2002 | ETFOX vs HSTRX | |
| Hundredfold Select Alternative Fund | 4.73% | — | Aug 2004 | ETFOX vs SFHYX |
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 | |
| 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 | -2.48% | — | Sep 2002 | ETFOX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | ETFOX vs ASTIX |
Other Mutual Funds from Stadion Funds
The 2 most viewed Stadion Funds mutual funds shown here include STTIX, ETFRX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| North SquareTrilogy Alternative Return Fund | Options Trading | 14 | -0.57% | — | Apr 2012 | ETFOX vs STTIX | |
| North Square Tactical Defensive Fund | Tactical Allocation | 42 | 6.60% | — | Sep 2006 | ETFOX vs ETFRX |
Often Compared With ETFOX
Investors most often compare ETFOX with VTI, KNG, HFSAX. 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