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 14 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 52. There are 17 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 | 94 | — | Sep 2010 | SDRIX vs MAIPX | |
| Glenmede Secured Options Portfolio | 93 | — | Jun 2010 | SDRIX vs GTSOX | |
| Columbia Seligman Premium Technology Growth Fund | 89 | — | Nov 2009 | SDRIX vs STK | |
| Parametric Volatility Risk Premium - Defensive Fun... | 87 | — | Feb 2017 | SDRIX vs EIVPX |
Top Performing SDRIX Alternatives (YTD)
SDRIX is at 4.87% YTD. There are 17 mutual funds in the Options Trading category with higher YTD returns, going as high as 37.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Columbia Seligman Premium Technology Growth Fund | 37.62% | — | Nov 2009 | SDRIX vs STK | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 10.40% | — | Jan 2007 | SDRIX vs QQQX | |
| AlphaCentric Premium Opportunity Fund | 8.77% | — | Sep 2016 | SDRIX vs HMXIX | |
| Glenmede Secured Options Portfolio | 8.49% | — | Jun 2010 | SDRIX vs GTSOX | |
| JPMorgan Hedged Equity 2 Fund Class I | 7.81% | — | Feb 2021 | SDRIX vs JHQDX |
Lowest Volatility Alternatives to SDRIX
SDRIX has 8.35% 1-year volatility. There are 16 mutual funds in the Options Trading category with lower 1-year volatility, going as low as 0.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 0.90% | — | Nov 2016 | SDRIX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 3.59% | — | Apr 2012 | SDRIX vs STTIX | |
| MAI Managed Volatility Fund | 4.97% | — | Sep 2010 | SDRIX vs MAIPX | |
| Beacon Planned Return Strategy Fund | 5.30% | — | Oct 2017 | SDRIX vs BPRLX | |
| Catalyst Buffered Shield Fund | 5.57% | — | Apr 2015 | SDRIX vs SHIIX |
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 | |
| North SquareTrilogy Alternative Return Fund | -2.90% | — | Apr 2012 | SDRIX vs STTIX | |
| Rational Tactical Return Fund | -3.09% | — | Apr 2007 | SDRIX vs HRSTX | |
| MAI Managed Volatility Fund | -3.10% | — | Sep 2010 | SDRIX vs MAIPX | |
| Easterly Hedged Equity Fund | -3.49% | — | Jul 2015 | SDRIX vs JDIEX |
Other Mutual Funds from Swan
The 1 most viewed Swan mutual funds shown here include SDAIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Swan Defined Risk Growth Fund | Options Trading | 41 | 5.47% | — | Dec 2018 | SDRIX vs SDAIX |
Often Compared With SDRIX
Investors most often compare SDRIX with JEPQ, MRSK, BUIGX. These 14 comparison targets span 6 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