Swan Defined Risk Fund (SDRIX) 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 SDRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SDRIX
SDRIX charges 1.18% annually. There are 12 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 | SDRIX vs EIVPX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | — | Feb 2021 | SDRIX vs JHQDX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | — | Feb 2021 | SDRIX vs JHQTX | |
| Gateway Equity Call Premium Fund | 0.68% | — | Sep 2014 | SDRIX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | — | SDRIX vs GTEYX |
Best Risk-Adjusted Alternatives to SDRIX
SDRIX has a PortfoliosLab risk / return rank of 70. There are 12 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 | SDRIX vs PPFIX | |
| MAI Managed Volatility Fund | 93 | — | Sep 2010 | SDRIX vs MAIPX | |
| Easterly Hedged Equity Fund | 91 | — | Jul 2015 | SDRIX vs JDIEX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 91 | — | Feb 2017 | SDRIX vs EIVPX | |
| Glenmede Secured Options Portfolio | 87 | — | Jun 2010 | SDRIX vs GTSOX |
Top Performing SDRIX Alternatives (YTD)
SDRIX is at 6.77% YTD. There are 3 mutual funds in the Options Trading category with higher YTD returns, going as high as 10.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AlphaCentric Premium Opportunity Fund | 10.28% | — | Sep 2016 | SDRIX vs HMXIX | |
| Easterly Hedged Equity Fund | 8.68% | — | Jul 2015 | SDRIX vs JDIEX | |
| Swan Defined Risk Growth Fund | 6.92% | — | Dec 2018 | SDRIX vs SDAIX | |
| Calamos Hedged Equity Fund | 6.67% | — | Dec 2014 | SDRIX vs CIHEX | |
| Cboe Vest US Large Cap 10% Buffer Fund | 6.52% | — | Aug 2016 | SDRIX vs BUIGX |
Lowest Volatility Alternatives to SDRIX
SDRIX has 7.24% 1-year volatility. There are 16 mutual funds in the Options Trading category with lower 1-year volatility, going as low as 0.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 0.84% | — | Nov 2016 | SDRIX vs PPFIX | |
| Rational Tactical Return Fund | 3.49% | — | Apr 2007 | SDRIX vs HRSTX | |
| North SquareTrilogy Alternative Return Fund | 3.65% | — | Apr 2012 | SDRIX vs STTIX | |
| MAI Managed Volatility Fund | 4.70% | — | Sep 2010 | SDRIX vs MAIPX | |
| Beacon Planned Return Strategy Fund | 5.14% | — | Oct 2017 | SDRIX vs BPRLX |
Lowest Drawdown Alternatives to SDRIX
SDRIX has a 1-year max drawdown of -5.29%. There are 12 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 | SDRIX vs PPFIX | |
| Rational Tactical Return Fund | -2.42% | — | Apr 2007 | SDRIX vs HRSTX | |
| North SquareTrilogy Alternative Return Fund | -2.86% | — | Apr 2012 | SDRIX vs STTIX | |
| MAI Managed Volatility Fund | -3.10% | — | Sep 2010 | SDRIX vs MAIPX | |
| Easterly Hedged Equity Fund | -3.49% | — | Jul 2015 | SDRIX vs JDIEX |
Often Compared With SDRIX
Investors most often compare SDRIX with JEPQ, MRSK, JEPI. These 12 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare SDRIX with Any Fund or Stock
Compare SDRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SDRIX with funds that move differently
Swan Defined Risk Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SDRIX.
Explore SDRIX Diversifiers