North Square Tactical Defensive Fund (ETFRX) Alternatives
North Square Tactical Defensive Fund (ETFRX) 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 ETFRX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to ETFRX
ETFRX charges 1.86% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among ETFRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | ETFRX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | ETFRX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | ETFRX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | Sep 24, 2002 | ETFRX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | ETFRX vs GPIFX |
Best Risk-Adjusted Alternatives to ETFRX
Among mutual funds in the Tactical Allocation category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 97 | Sep 11, 2002 | ETFRX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | Apr 8, 2012 | ETFRX vs SIOAX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | ETFRX vs HFSAX | |
| Conquer Risk Defensive Bull Fund | 92 | Jun 30, 2020 | ETFRX vs CRDBX | |
| Donoghue Forlines Momentum Fund | 92 | Dec 22, 2016 | ETFRX vs MOJOX |
Top Performing ETFRX Alternatives (YTD)
ETFRX alternatives from the Tactical Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Quantified Evolution Plus Fund | 38.56% | Sep 29, 2019 | ETFRX vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 19.83% | Feb 1, 2019 | ETFRX vs PDX | |
| Donoghue Forlines Momentum Fund | 11.81% | Dec 22, 2016 | ETFRX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 11.77% | Jun 1, 2009 | ETFRX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 11.64% | Jun 2, 2009 | ETFRX vs ABRZX |
Lowest Volatility Alternatives to ETFRX
ETFRX alternatives from the Tactical Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.73% | Aug 30, 2012 | ETFRX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 3.36% | Apr 8, 2012 | ETFRX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.39% | Jul 30, 2014 | ETFRX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | ETFRX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.41% | Aug 31, 2004 | ETFRX vs SFHYX |
Lowest Drawdown Alternatives to ETFRX
ETFRX alternatives from the Tactical Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Goldman Sachs TacticalTiltOverlayFund | -2.66% | Jul 30, 2014 | ETFRX vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | ETFRX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -3.20% | Apr 8, 2012 | ETFRX vs SIOAX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | ETFRX vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | ETFRX vs HFSAX |
Other Mutual Funds from Stadion Funds
Most popular Stadion Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| North Square Tactical Growth Fund | Tactical Allocation | 44 | -5.25% | Apr 29, 2004 | ETFRX vs ETFOX | |
| North SquareTrilogy Alternative Return Fund | Options Trading | 45 | -0.47% | Apr 1, 2012 | ETFRX vs STTIX |
Often Compared With ETFRX
What investors most often compare with ETFRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| VanEck Semiconductor ETF | Semiconductors, Technology Equities | 95 | 6.46% | Dec 20, 2011 | ETFRX vs SMH | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | ETFRX vs SPY | |
| iShares MSCI Mexico ETF | Latin America Equities | 93 | 8.51% | Mar 12, 1996 | ETFRX vs EWW | |
| Purpose Cash Management Fund | Money Market | 100 | 0.53% | Sep 14, 2022 | ETFRX vs MNY.TO |
Compare ETFRX with Any Fund or Stock
Compare ETFRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.