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 a closer substitute for your current allocation.
Cheapest Alternatives to ETFRX
ETFRX charges 1.86% annually. There are 64 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 | ETFRX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | ETFRX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | ETFRX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | ETFRX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | ETFRX vs GPIFX |
Best Risk-Adjusted Alternatives to ETFRX
ETFRX has a PortfoliosLab risk / return rank of 42. There are 49 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 | ETFRX vs ASTIX | |
| Hussman Strategic Total Return Fund | 92 | — | Sep 2002 | ETFRX vs HSTRX | |
| Donoghue Forlines Momentum Fund | 92 | — | Dec 2016 | ETFRX vs MOJOX | |
| AQR Diversifying Strategies Fund Class N | 92 | — | Jun 2020 | ETFRX vs QDSNX | |
| Invesco Balanced-Risk Allocation Fund | 92 | — | Jun 2009 | ETFRX vs ABRYX |
Top Performing ETFRX Alternatives (YTD)
ETFRX is at 6.60% YTD. There are 47 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 | ETFRX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 39.02% | — | Dec 2016 | ETFRX vs MOJOX | |
| Teberg Fund | 25.36% | — | Mar 2002 | ETFRX vs TEBRX | |
| Quantified STF Fund | 20.67% | — | Nov 2015 | ETFRX vs QSTFX | |
| Potomac Defensive Bull Fund | 20.62% | — | Jun 2020 | ETFRX vs CRDBX |
Lowest Volatility Alternatives to ETFRX
ETFRX has 10.83% 1-year volatility. There are 47 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 | ETFRX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.71% | — | Apr 2012 | ETFRX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | ETFRX vs TTIFX | |
| Hussman Strategic Total Return Fund | 4.66% | — | Sep 2002 | ETFRX vs HSTRX | |
| Hundredfold Select Alternative Fund | 4.73% | — | Aug 2004 | ETFRX vs SFHYX |
Lowest Drawdown Alternatives to ETFRX
ETFRX has a 1-year max drawdown of -6.02%. There are 30 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 | ETFRX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | ETFRX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | ETFRX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.48% | — | Sep 2002 | ETFRX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | ETFRX vs ASTIX |
Other Mutual Funds from Stadion Funds
The 2 most viewed Stadion Funds mutual funds shown here include ETFOX, STTIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| North Square Tactical Growth Fund | Tactical Allocation | 48 | 8.08% | — | Apr 2004 | ETFRX vs ETFOX | |
| North SquareTrilogy Alternative Return Fund | Options Trading | 14 | -0.57% | — | Apr 2012 | ETFRX vs STTIX |
Often Compared With ETFRX
Investors most often compare ETFRX with EWW, SMH, SPY. These 14 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare ETFRX with Any Fund or Stock
Compare ETFRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ETFRX with funds that move differently
North Square Tactical Defensive Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ETFRX.
Explore ETFRX Diversifiers