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 136 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 | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SDYYX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SDYYX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SDYYX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SDYYX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | SDYYX vs VIIIX |
Best Risk-Adjusted Alternatives to SDYYX
SDYYX has a PortfoliosLab risk / return rank of 45. There are 234 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 94 | 17.20B | Dec 2004 | SDYYX vs VPCCX | |
| Goldman Sachs Strategic Volatility Premium Fund | 93 | — | Mar 2021 | SDYYX vs SVPFX | |
| Vanguard PRIMECAP Fund Admiral Shares | 93 | 92.00B | Nov 2001 | SDYYX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | SDYYX vs POSKX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 90 | — | Dec 2018 | SDYYX vs FTZIX |
Top Performing SDYYX Alternatives (YTD)
SDYYX is at 8.14% YTD. There are 262 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 31.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 31.33% | 17.20B | Dec 2004 | SDYYX vs VPCCX | |
| Integrity ESG Growth & Income Fund | 27.23% | — | Jan 1995 | SDYYX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 26.99% | 92.00B | Nov 2001 | SDYYX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 25.69% | — | Nov 2004 | SDYYX vs POSKX | |
| Archer Multi Cap Fund | 24.72% | — | Dec 2019 | SDYYX vs ALSMX |
Lowest Volatility Alternatives to SDYYX
SDYYX has 13.53% 1-year volatility. There are 306 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | SDYYX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | SDYYX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.30% | — | Jul 2012 | SDYYX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.32% | — | Jul 2012 | SDYYX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.57% | — | May 2015 | SDYYX vs FSUVX |
Lowest Drawdown Alternatives to SDYYX
SDYYX has a 1-year max drawdown of -9.96%. There are 257 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | SDYYX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SDYYX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SDYYX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SDYYX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SDYYX vs QUERX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 37 | 14.52% | — | Sep 2021 | SDYYX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 59 | 9.95% | — | Jul 1993 | SDYYX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 10.84% | — | Dec 2012 | SDYYX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 59 | 11.45% | — | May 2011 | SDYYX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 70 | 11.17% | — | Dec 1991 | SDYYX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 35 | 5.97% | — | Aug 2005 | SDYYX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 46 | 8.91% | — | Jul 2010 | SDYYX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 55 | 36.71% | — | Apr 2000 | SDYYX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 74 | 7.09% | — | Oct 2007 | SDYYX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 69 | 13.21% | — | Sep 1999 | SDYYX vs FAMRX |
Often Compared With SDYYX
Investors most often compare SDYYX with FXIFX, VTCLX, FEQHX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare SDYYX with Any Fund or Stock
Compare SDYYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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