SGI U.S. Large Equity Fund (SILVX) 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 SILVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SILVX
SILVX charges 0.98% annually. There are 301 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SILVX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SILVX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SILVX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SILVX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | SILVX vs SSSYX |
Best Risk-Adjusted Alternatives to SILVX
SILVX has a PortfoliosLab risk / return rank of 49. There are 239 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | SILVX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 92.00B | Nov 2001 | SILVX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 93 | — | Nov 2004 | SILVX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | SILVX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | SILVX vs IGIAX |
Top Performing SILVX Alternatives (YTD)
SILVX is at 7.80% YTD. There are 269 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 32.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 32.08% | 17.20B | Dec 2004 | SILVX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 28.16% | 92.00B | Nov 2001 | SILVX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.37% | — | Jan 1995 | SILVX vs IGIAX | |
| Archer Multi Cap Fund | 25.38% | — | Dec 2019 | SILVX vs ALSMX | |
| PrimeCap Odyssey Stock Fund | 25.29% | — | Nov 2004 | SILVX vs POSKX |
Lowest Volatility Alternatives to SILVX
SILVX has 9.48% 1-year volatility. There are 10 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | SILVX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | SILVX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.37% | — | Jul 2012 | SILVX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.38% | — | Jul 2012 | SILVX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.56% | — | May 2015 | SILVX vs FSUVX |
Lowest Drawdown Alternatives to SILVX
SILVX has a 1-year max drawdown of -7.87%. There are 37 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | SILVX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SILVX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SILVX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SILVX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SILVX vs QUERX |
Often Compared With SILVX
Investors most often compare SILVX with COPX, SPY, SILV. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare SILVX with Any Fund or Stock
Compare SILVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SILVX with funds that move differently
SGI U.S. Large Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SILVX.
Explore SILVX Diversifiers