Swan Defined Risk Fund (SDRIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SDRIX
SDRIX charges 1.18% annually. Among mutual funds in the Options Trading category, these options have the lowest expense ratios among SDRIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | Feb 8, 2017 | SDRIX vs EIVPX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | Feb 26, 2021 | SDRIX vs JHQDX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | Feb 25, 2021 | SDRIX vs JHQTX | |
| Gateway Equity Call Premium Fund | 0.68% | Sep 29, 2014 | SDRIX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | SDRIX vs GTEYX |
Best Risk-Adjusted Alternatives to SDRIX
Among mutual funds in the Options Trading category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Princeton Premium Fund | 88 | Nov 15, 2016 | SDRIX vs PPFIX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 70 | Feb 8, 2017 | SDRIX vs EIVPX | |
| Calamos Hedged Equity Fund | 67 | Dec 30, 2014 | SDRIX vs CIHEX | |
| Catalyst Buffered Shield Fund | 61 | Apr 13, 2015 | SDRIX vs SHIIX | |
| Cavanal Hill Hedged Income Fund | 51 | Dec 27, 2020 | SDRIX vs APLIX |
Top Performing SDRIX Alternatives (YTD)
SDRIX alternatives from the Options Trading category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Princeton Premium Fund | 1.35% | Nov 15, 2016 | SDRIX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | -0.47% | Apr 1, 2012 | SDRIX vs STTIX | |
| Rational Tactical Return Fund | -1.80% | Apr 30, 2007 | SDRIX vs HRSTX | |
| Easterly Hedged Equity Fund | -2.00% | Jul 30, 2015 | SDRIX vs JDIEX | |
| Parametric Volatility Risk Premium - Defensive Fun... | -2.03% | Feb 8, 2017 | SDRIX vs EIVPX |
Lowest Volatility Alternatives to SDRIX
SDRIX alternatives from the Options Trading category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Rational Tactical Return Fund | 2.37% | Apr 30, 2007 | SDRIX vs HRSTX | |
| Princeton Premium Fund | 3.59% | Nov 15, 2016 | SDRIX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 4.10% | Apr 1, 2012 | SDRIX vs STTIX | |
| JPMorgan Hedged Equity 2 Fund Class I | 7.76% | Feb 26, 2021 | SDRIX vs JHQDX | |
| Calamos Hedged Equity Fund | 9.19% | Dec 30, 2014 | SDRIX vs CIHEX |
Lowest Drawdown Alternatives to SDRIX
SDRIX alternatives from the Options Trading category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Rational Tactical Return Fund | -2.42% | Apr 30, 2007 | SDRIX vs HRSTX | |
| North SquareTrilogy Alternative Return Fund | -2.68% | Apr 1, 2012 | SDRIX vs STTIX | |
| Princeton Premium Fund | -2.77% | Nov 15, 2016 | SDRIX vs PPFIX | |
| JPMorgan Hedged Equity 2 Fund Class I | -5.41% | Feb 26, 2021 | SDRIX vs JHQDX | |
| Calamos Hedged Equity Fund | -5.82% | Dec 30, 2014 | SDRIX vs CIHEX |
Other Mutual Funds from Swan
Most popular Swan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Swan Defined Risk Growth Fund | Options Trading | 40 | -7.04% | Dec 26, 2018 | SDRIX vs SDAIX |
Often Compared With SDRIX
What investors most often compare with SDRIX, 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.