SEI Institutional Managed Trust Real Estate Fund (SETAX) Alternatives
SEI Institutional Managed Trust Real Estate Fund (SETAX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SETAX. 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 SETAX
SETAX charges 1.14% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among SETAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | SETAX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | SETAX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | SETAX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | SETAX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | SETAX vs VGRNX |
Best Risk-Adjusted Alternatives to SETAX
Among mutual funds in the REIT 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 | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | Jun 23, 2023 | SETAX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | SETAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | SETAX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | SETAX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | SETAX vs FRIFX |
Top Performing SETAX Alternatives (YTD)
SETAX alternatives from the REIT category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | 4.51% | Dec 29, 1998 | SETAX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | SETAX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | SETAX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | SETAX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | SETAX vs IVRSX |
Lowest Volatility Alternatives to SETAX
SETAX alternatives from the REIT category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.67% | Jun 23, 2023 | SETAX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | SETAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | SETAX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | SETAX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | SETAX vs FRIRX |
Lowest Drawdown Alternatives to SETAX
SETAX alternatives from the REIT category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | Jun 23, 2023 | SETAX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | SETAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | SETAX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | SETAX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | SETAX vs FRINX |
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Often Compared With SETAX
What investors most often compare with SETAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco S&P 500® High Dividend Low Volatility ETF | S&P 500, Dividend | 20 | 4.64% | Oct 18, 2012 | SETAX vs SPHD | |
| Cohen & Steers International Realty Fund | REIT | 42 | -4.81% | Mar 30, 2005 | SETAX vs IRFIX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 41 | -5.05% | Oct 2, 2018 | SETAX vs FIKLX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 10 | 2.88% | Jan 9, 1998 | SETAX vs SOAAX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Adm... | REIT | 39 | -5.49% | Feb 10, 2011 | SETAX vs VGRLX | |
| Fidelity International Real Estate Fund | REIT | 42 | -5.10% | Sep 8, 2004 | SETAX vs FIREX |
Compare SETAX with Any Fund or Stock
Compare SETAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.