Virtus Seix Investment Grade Tax-Exempt Bond Fund (SISIX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SISIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SISIX
SISIX charges 0.69% annually. There are 285 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | SISIX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | SISIX vs VTMFX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | SISIX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | SISIX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | SISIX vs FSMUX |
Best Risk-Adjusted Alternatives to SISIX
SISIX has a PortfoliosLab risk / return rank of 67. There are 352 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | SISIX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | SISIX vs ATOIX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | SISIX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | SISIX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | SISIX vs DFSMX |
Top Performing SISIX Alternatives (YTD)
SISIX is at 1.26% YTD. There are 332 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 9.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen New York AMT Free Quality Municipal Income | 9.28% | — | Nov 2002 | SISIX vs NRK | |
| Nuveen Municipal Income Fund, Inc. | 8.28% | — | Apr 1998 | SISIX vs NMI | |
| AllianceBernstein National Municipal Income Fund | 7.53% | — | Nov 2001 | SISIX vs AFB | |
| Nuveen Virginia Quality Municipal Income Fund | 6.33% | — | Mar 1993 | SISIX vs NPV | |
| BlackRock MuniYield Michigan Quality Fund | 5.87% | — | Oct 1992 | SISIX vs MIY |
Lowest Volatility Alternatives to SISIX
SISIX has 2.05% 1-year volatility. There are 103 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.57% | — | Apr 2022 | SISIX vs DFABX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | SISIX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | SISIX vs USMTX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | SISIX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | SISIX vs DFSMX |
Lowest Drawdown Alternatives to SISIX
SISIX has a 1-year max drawdown of -2.58%. There are 172 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | SISIX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | SISIX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | SISIX vs APUSX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | SISIX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | SISIX vs FHMIX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 56 | 35.67% | — | Oct 2019 | SISIX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.55% | — | Feb 2006 | SISIX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -6.82% | — | Mar 2018 | SISIX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 6.39% | — | Oct 1996 | SISIX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 6.67% | — | Oct 1995 | SISIX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | 0.17% | — | Jun 2009 | SISIX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.04% | — | Jan 1989 | SISIX vs MERFX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 1.83% | — | Sep 1940 | SISIX vs NAINX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 18 | 14.03% | — | Mar 1995 | SISIX vs PHRAX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -7.28% | — | Jun 2006 | SISIX vs PXSGX |
Often Compared With SISIX
Investors most often compare SISIX with MUJ, FGNSX, FXIEX. These 5 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 57 | 5.53% | — | Mar 1998 | SISIX vs MUJ | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 97 | 0.77% | — | Dec 2017 | SISIX vs FGNSX | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 79 | 1.92% | — | Jun 2012 | SISIX vs FXIEX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 18 | 2.63% | — | Jun 1992 | SISIX vs STCIX | |
| BlackRock MuniYield Pennsylvania Quality Fund | Municipal Bonds | 29 | 4.13% | — | Nov 1992 | SISIX vs MPA |
Compare SISIX with Any Fund or Stock
Compare SISIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SISIX with funds that move differently
Virtus Seix Investment Grade Tax-Exempt Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SISIX.
Explore SISIX Diversifiers