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 63 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 Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | ETFRX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | ETFRX vs GOIIX | |
| 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 52. There are 49 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 97 | — | Oct 2009 | ETFRX vs ASTIX | |
| Invesco Balanced-Risk Allocation Fund | 95 | — | Jun 2009 | ETFRX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 95 | — | Jun 2009 | ETFRX vs ABRZX | |
| RESQ Dynamic Allocation Fund | 95 | — | Dec 2013 | ETFRX vs RQEIX | |
| Potomac Defensive Bull Fund | 93 | — | Jun 2020 | ETFRX vs CRDBX |
Top Performing ETFRX Alternatives (YTD)
ETFRX is at 7.91% YTD. There are 43 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 55.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 55.72% | — | Sep 2019 | ETFRX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 37.80% | — | Dec 2016 | ETFRX vs MOJOX | |
| Teberg Fund | 29.45% | — | Mar 2002 | ETFRX vs TEBRX | |
| Invesco Balanced-Risk Allocation Fund | 21.28% | — | Jun 2009 | ETFRX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 21.20% | — | Jun 2009 | ETFRX vs ABRZX |
Lowest Volatility Alternatives to ETFRX
ETFRX has 10.15% 1-year volatility. There are 48 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.41% | — | Aug 2012 | ETFRX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.58% | — | Apr 2012 | ETFRX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.74% | — | Jul 2014 | ETFRX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.53% | — | Aug 2004 | ETFRX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.53% | — | — | ETFRX vs HFSAX |
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 | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | ETFRX vs QDSNX | |
| 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 | -2.42% | — | Sep 2002 | ETFRX vs HSTRX |
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 | 55 | 9.46% | — | Apr 2004 | ETFRX vs ETFOX | |
| North SquareTrilogy Alternative Return Fund | Options Trading | 20 | 0.10% | — | Apr 2012 | ETFRX vs STTIX |
Often Compared With ETFRX
Investors most often compare ETFRX with SMH, EWW, SPY. These 9 comparison targets span 6 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| VanEck Semiconductor ETF | Semiconductors, Technology Equities | 96 | 77.13% | 67.82B | Dec 2011 | ETFRX vs SMH | |
| iShares MSCI Mexico ETF | Latin America Equities | 47 | 12.62% | 1.99B | Mar 1996 | ETFRX vs EWW | |
| State Street SPDR S&P 500 ETF | S&P 500 | 70 | 10.91% | 781.00B | Jan 1993 | ETFRX vs SPY | |
| Purpose Cash Management Fund | Money Market | 100 | 0.95% | 2.90B | Sep 2022 | ETFRX vs MNY.TO | |
| Donoghue Forlines Tactical Allocation Fund | Tactical Allocation | 89 | 12.59% | — | Apr 2018 | ETFRX vs GTAIX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 10 | 18.39% | — | Feb 2019 | ETFRX vs PDX | |
| BlackRock Tactical Opportunities Fund Institutiona... | Tactical Allocation | 66 | 9.80% | — | Jun 1993 | ETFRX vs PBAIX | |
| PIMCO All Asset Fund | Tactical Allocation | 91 | 9.42% | — | Nov 2002 | ETFRX vs PAAIX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | ETFRX vs UPAAX |
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