SDYYX Alternatives & Similar Mutual Funds

SEI Institutional Managed Trust Dynamic Asset Allocation Fund (SDYYX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SDYYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SDYYX

SDYYX charges 0.50% annually. There are 130 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	SDYYX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	SDYYX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	SDYYX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	SDYYX vs FLCPX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	0.02%	—	Jul 2017	SDYYX vs WBREOX

Best Risk-Adjusted Alternatives to SDYYX

SDYYX has a PortfoliosLab risk / return rank of 40. There are 267 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	97	—	Mar 2021	SDYYX vs SVPFX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	SDYYX vs FTZIX
VPCCX	Vanguard PRIMECAP Core Fund	92	18.10B	Dec 2004	SDYYX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	SDYYX vs GTLOX
POGSX	Pin Oak Equity	90	—	Aug 1992	SDYYX vs POGSX

Top Performing SDYYX Alternatives (YTD)

SDYYX is at 8.26% YTD. There are 254 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.47%	18.10B	Dec 2004	SDYYX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	24.27%	—	Dec 2018	SDYYX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.85%	—	Nov 2004	SDYYX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.24%	—	Dec 2015	SDYYX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.87%	—	Jan 1995	SDYYX vs IGIAX

Lowest Volatility Alternatives to SDYYX

SDYYX has 13.86% 1-year volatility. There are 299 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	SDYYX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	SDYYX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.23%	—	Jul 2012	SDYYX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.85%	—	Aug 2018	SDYYX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.33%	—	Feb 2012	SDYYX vs SILVX

Lowest Drawdown Alternatives to SDYYX

SDYYX has a 1-year max drawdown of -9.96%. There are 252 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	SDYYX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	SDYYX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	SDYYX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	SDYYX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	SDYYX vs AMFEX

Other Mutual Funds from BlackRock

The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories. AUM among these funds goes as high as $12B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	29	10.45%	—	Sep 2021	SDYYX vs ECAT
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	63	9.34%	—	Jul 1993	SDYYX vs WFSPX
BDMIX	BlackRock Global Equity Market Neutral Fund Class ...	Equity Market Neutral	97	12.04%	—	Dec 2012	SDYYX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund - Institutional...	Target Retirement Date	70	11.03%	—	May 2011	SDYYX vs LIVIX
BDJ	BlackRock Enhanced Equity Dividend Trust	Derivative Income	64	8.08%	—	Aug 2005	SDYYX vs BDJ
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	30	22.08%	—	May 2000	SDYYX vs BGSAX
FAMRX	Fidelity Asset Manager 85% Fund	Diversified Portfolio	74	12.22%	—	Sep 1999	SDYYX vs FAMRX
BDMAX	BlackRock Global Equity Market Neutral Fund	Equity Market Neutral	97	11.82%	—	Dec 2012	SDYYX vs BDMAX
VTMSX	Vanguard Tax-Managed Small-Cap Fund Admiral Shares	Small Cap Blend Equities	84	21.93%	11.50B	Mar 1999	SDYYX vs VTMSX
BSIIX	BlackRock Strategic Income Opportunities Fund Clas...	Total Bond Market	64	1.03%	—	Feb 2008	SDYYX vs BSIIX

Often Compared With SDYYX

Investors most often compare SDYYX with ASFYX, FXIFX, VTCLX. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ASFYX	Virtus AlphaSimplex Managed Futures Strategy Fund ...	Systematic Trend	66	9.56%	—	Jul 2010	SDYYX vs ASFYX
FXIFX	Fidelity Freedom Index 2030 Fund Investor Class	Target Retirement Date	68	6.30%	—	Oct 2009	SDYYX vs FXIFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	62	9.27%	29.90B	Sep 1994	SDYYX vs VTCLX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	45	6.65%	—	Sep 2022	SDYYX vs FEQHX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	87	19.82%	—	Dec 2011	SDYYX vs DHAMX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	72	10.81%	—	Mar 2025	SDYYX vs FGJEX
NWAUX	Nationwide GQG US Quality Equity Fund	Quality Factor, Large Cap Blend Equities	13	5.53%	—	Jan 2021	SDYYX vs NWAUX
DFIEX	DFA International Core Equity 2 Portfolio Institut...	Foreign Large Cap Equities	80	13.00%	42.60B	Sep 2005	SDYYX vs DFIEX
QKACX	Federated Hermes MDT All Cap Core Fund Class R6	Large Cap Blend Equities	50	8.33%	—	Oct 2002	SDYYX vs QKACX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio, Actively Managed	75	10.24%	—	Dec 1991	SDYYX vs FASGX
GQEIX	GQG Partners US Select Quality Equity Fund	Quality Factor, Large Cap Blend Equities	15	5.88%	—	Sep 2018	SDYYX vs GQEIX
SGOIX	First Eagle Overseas Fund Class I	Foreign Large Cap Equities	80	12.13%	—	—	SDYYX vs SGOIX
FNSTX	Fidelity Infrastructure Fund	Infrastructure Equities, Large Cap Blend Equities	24	5.53%	—	Nov 2019	SDYYX vs FNSTX
YFSIX	AMG Yacktman Global Fund	Global Equities	29	24.97%	—	Jan 2017	SDYYX vs YFSIX
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	39	11.51%	—	Jan 2000	SDYYX vs NASDX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	63	9.34%	—	Sep 2014	SDYYX vs SSSYX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio Cl...	Large Cap Blend Equities	49	6.91%	—	Jan 1990	SDYYX vs PAGRX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	18	5.46%	13.90B	Feb 2004	SDYYX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio, Municipal Bonds	72	4.40%	12.30B	Sep 1994	SDYYX vs VTMFX
FULVX	Fidelity U.S. Low Volatility Equity Fund	Low Volatility	—	—	—	Nov 2019	SDYYX vs FULVX

Compare SDYYX with Any Fund or Stock

Compare SDYYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair SDYYX with funds that move differently

SEI Institutional Managed Trust Dynamic Asset Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SDYYX.

Explore SDYYX Diversifiers

SEI Institutional Managed Trust Dynamic Asset Allocation Fund (SDYYX) Alternatives