Swan Defined Risk Growth Fund (SDAIX) belongs to the Options Trading category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SDAIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SDAIX
SDAIX charges 1.40% annually. There are 20 mutual funds in the Options Trading category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | — | Feb 2017 | SDAIX vs EIVPX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | — | Feb 2021 | SDAIX vs JHQTX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | — | Feb 2021 | SDAIX vs JHQDX | |
| Gateway Equity Call Premium Fund | 0.68% | — | Sep 2014 | SDAIX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | — | SDAIX vs GTEYX |
Best Risk-Adjusted Alternatives to SDAIX
SDAIX has a PortfoliosLab risk / return rank of 44. There are 18 mutual funds in the Options Trading category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 100 | — | Nov 2016 | SDAIX vs PPFIX | |
| Easterly Hedged Equity Fund | 89 | — | Jul 2015 | SDAIX vs JDIEX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 87 | — | Feb 2017 | SDAIX vs EIVPX | |
| MAI Managed Volatility Fund | 87 | — | Sep 2010 | SDAIX vs MAIPX | |
| Glenmede Secured Options Portfolio | 86 | — | Jun 2010 | SDAIX vs GTSOX |
Top Performing SDAIX Alternatives (YTD)
SDAIX is at 5.35% YTD. There are 10 mutual funds in the Options Trading category with higher YTD returns, going as high as 7.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AlphaCentric Premium Opportunity Fund | 7.82% | — | Sep 2016 | SDAIX vs HMXIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 7.43% | — | Jan 2007 | SDAIX vs QQQX | |
| Easterly Hedged Equity Fund | 7.41% | — | Jul 2015 | SDAIX vs JDIEX | |
| Glenmede Secured Options Portfolio | 6.35% | — | Jun 2010 | SDAIX vs GTSOX | |
| Cboe Vest US Large Cap 10% Buffer Fund | 6.26% | — | Aug 2016 | SDAIX vs BUIGX |
Lowest Volatility Alternatives to SDAIX
SDAIX has 10.26% 1-year volatility. There are 21 mutual funds in the Options Trading category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 0.85% | — | Nov 2016 | SDAIX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 3.56% | — | Apr 2012 | SDAIX vs STTIX | |
| MAI Managed Volatility Fund | 4.82% | — | Sep 2010 | SDAIX vs MAIPX | |
| Rational Tactical Return Fund | 4.89% | — | Apr 2007 | SDAIX vs HRSTX | |
| Beacon Planned Return Strategy Fund | 5.21% | — | Oct 2017 | SDAIX vs BPRLX |
Lowest Drawdown Alternatives to SDAIX
SDAIX has a 1-year max drawdown of -8.37%. There are 21 mutual funds in the Options Trading category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | -0.25% | — | Nov 2016 | SDAIX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | -2.86% | — | Apr 2012 | SDAIX vs STTIX | |
| Rational Tactical Return Fund | -3.09% | — | Apr 2007 | SDAIX vs HRSTX | |
| MAI Managed Volatility Fund | -3.10% | — | Sep 2010 | SDAIX vs MAIPX | |
| Easterly Hedged Equity Fund | -3.49% | — | Jul 2015 | SDAIX vs JDIEX |
Other Mutual Funds from Swan
The 1 most viewed Swan mutual funds shown here include SDRIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Swan Defined Risk Fund | Options Trading | 59 | 5.55% | — | Jul 2012 | SDAIX vs SDRIX |
Often Compared With SDAIX
Investors most often compare SDAIX with APLIX, SHIIX, CIHEX. These 10 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cavanal Hill Hedged Income Fund | Options Trading | 50 | 5.40% | — | Dec 2020 | SDAIX vs APLIX | |
| Catalyst Buffered Shield Fund | Options Trading | 84 | 4.60% | — | Apr 2015 | SDAIX vs SHIIX | |
| Calamos Hedged Equity Fund | Options Trading | 71 | 5.21% | — | Dec 2014 | SDAIX vs CIHEX | |
| XAI Madison Equity Premium Income Fund | Options Trading | 4 | -2.76% | — | Jan 2015 | SDAIX vs MCN | |
| Horizon Defined Risk Fund | Options Trading | 67 | 4.79% | — | Dec 2017 | SDAIX vs HNDRX | |
| Ironclad Managed Risk Fund | Options Trading | 36 | 4.01% | — | Oct 2010 | SDAIX vs IRONX | |
| Gateway Fund | Options Trading | 68 | 4.39% | — | Dec 1977 | SDAIX vs GATEX | |
| IPS Strategic Capital Absolute Return Fund | Options Trading | 9 | 0.30% | — | Apr 2016 | SDAIX vs IPSAX | |
| JPMorgan Hedged Equity Fund | Options Trading | 12 | -1.81% | — | Dec 2013 | SDAIX vs JHQAX | |
| Eaton Vance Tax-Managed Buy-Write Income Fund | Options Trading | 35 | 3.78% | — | Apr 2005 | SDAIX vs ETB |
Compare SDAIX with Any Fund or Stock
Compare SDAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SDAIX with funds that move differently
Swan Defined Risk Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SDAIX.
Explore SDAIX Diversifiers