LSV U.S. Managed Volatility Fund (LVAMX) belongs to the Low Volatility category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LVAMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LVAMX
LVAMX charges 0.94% annually. There are 15 mutual funds in the Low Volatility category with lower expense ratios, going as low as 0.11%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI U.S. Low Volatility Index Fund | 0.11% | — | May 2015 | LVAMX vs FSUVX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | LVAMX vs VMNVX | |
| Fidelity SAI International Low Volatility Index Fu... | 0.17% | — | May 2015 | LVAMX vs FSKLX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 0.21% | 2.00B | Dec 2013 | LVAMX vs VMVFX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 0.23% | — | Jan 2019 | LVAMX vs FGKPX |
Best Risk-Adjusted Alternatives to LVAMX
LVAMX has a PortfoliosLab risk / return rank of 93. There are 2 mutual funds in the Low Volatility category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | LVAMX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | 93 | — | Jan 2016 | LVAMX vs SGMAX | |
| Voya International High Dividend Low Volatility Po... | 89 | — | Jan 2006 | LVAMX vs IFTIX | |
| Voya Global High Dividend Low Volatility Portfolio | 84 | — | Jan 2008 | LVAMX vs IGHAX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 81 | 2.00B | Dec 2013 | LVAMX vs VMNVX |
Top Performing LVAMX Alternatives (YTD)
LVAMX is at 15.50% YTD. There is 1 mutual fund in the Low Volatility category with a higher YTD return, going as high as 17.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 17.34% | — | Jun 2014 | LVAMX vs LVAFX | |
| Voya International High Dividend Low Volatility Po... | 15.40% | — | Jan 2006 | LVAMX vs IFTIX | |
| USAA Global Managed Volatility Fund | 13.74% | — | Jul 2008 | LVAMX vs UGOFX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 12.75% | — | Jan 2019 | LVAMX vs FGKPX | |
| SEI Institutional Investments Trust Global Managed... | 12.48% | — | Jan 2016 | LVAMX vs SGMAX |
Lowest Volatility Alternatives to LVAMX
LVAMX has 9.81% 1-year volatility. There are 12 mutual funds in the Low Volatility category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | LVAMX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.01% | 2.00B | Dec 2013 | LVAMX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.42% | — | Jul 2006 | LVAMX vs SVTAX | |
| SEI Institutional Investments Trust Global Managed... | 7.56% | — | Jan 2016 | LVAMX vs SGMAX | |
| MFS Low Volatility Global Equity Fund | 8.30% | — | Dec 2013 | LVAMX vs MVGIX |
Lowest Drawdown Alternatives to LVAMX
LVAMX has a 1-year max drawdown of -5.13%. There is 1 mutual fund in the Low Volatility category with a shallower 1-year drawdown, going as shallow as -5.09%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust U.S. Managed V... | -5.09% | — | Dec 2008 | LVAMX vs SVYAX | |
| SEI Institutional Managed Trust U.S. Managed Volat... | -5.39% | — | Oct 2004 | LVAMX vs SVOAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | LVAMX vs LVAFX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | -5.78% | — | Dec 2007 | LVAMX vs TMMAX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | LVAMX vs SGMAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 29 | 10.45% | — | Sep 2021 | LVAMX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 63 | 9.34% | — | Jul 1993 | LVAMX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 97 | 12.04% | — | Dec 2012 | LVAMX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund - Institutional... | Target Retirement Date | 70 | 11.03% | — | May 2011 | LVAMX vs LIVIX | |
| BlackRock Enhanced Equity Dividend Trust | Derivative Income | 64 | 8.08% | — | Aug 2005 | LVAMX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 22.08% | — | May 2000 | LVAMX vs BGSAX | |
| BlackRock Global Equity Market Neutral Fund Invest... | Equity Market Neutral | 97 | 11.82% | — | Dec 2012 | LVAMX vs BDMAX | |
| BlackRock Equity Dividend Fund | Large Cap Value Equities | 87 | 15.65% | — | Nov 1988 | LVAMX vs MADVX | |
| BlackRock Strategic Income Opportunities Fund Clas... | Total Bond Market | 64 | 1.03% | — | Feb 2008 | LVAMX vs BSIIX | |
| BlackRock High Yield K | High Yield Bonds | 78 | 1.22% | — | Jan 2001 | LVAMX vs BRHYX |
Often Compared With LVAMX
Investors most often compare LVAMX with FFANX, NEIMX, HFCVX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare LVAMX with Any Fund or Stock
Compare LVAMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LVAMX with funds that move differently
LSV U.S. Managed Volatility Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LVAMX.
Explore LVAMX Diversifiers