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 286 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 58. There are 399 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | — | Dec 2002 | SISIX vs ATOIX | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | SISIX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | SISIX vs DFABX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | SISIX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | SISIX vs TFCYX |
Top Performing SISIX Alternatives (YTD)
SISIX is at -0.16% YTD. There are 395 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.94% | — | Apr 1998 | SISIX vs NMI | |
| BlackRock MuniYield Michigan Quality Fund | 7.21% | — | Oct 1992 | SISIX vs MIY | |
| Nuveen New York AMT Free Quality Municipal Income | 7.15% | — | Nov 2002 | SISIX vs NRK | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 4.40% | 12.30B | Sep 1994 | SISIX vs VTMFX | |
| AllianceBernstein National Municipal Income Fund | 3.80% | — | Nov 2001 | SISIX vs AFB |
Lowest Volatility Alternatives to SISIX
SISIX has 2.22% 1-year volatility. There are 108 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.54% | — | Aug 2002 | SISIX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | SISIX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | SISIX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.63% | — | May 2016 | SISIX vs USMSX | |
| DFA NY Municipal Bond Portfolio | 0.65% | — | Jun 2015 | SISIX vs DNYMX |
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 | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | SISIX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | SISIX vs TFCYX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | SISIX vs ATOIX | |
| DFA Short-Term Selective State Municipal Bond Port... | -0.11% | — | Apr 2022 | SISIX vs DFABX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include ASFYX, AIO, SAMBX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | Systematic Trend | 66 | 9.56% | — | Jul 2010 | SISIX vs ASFYX | |
| Virtus Artificial Intelligence & Technology Opport... | Artificial Intelligence, Technology Equities | 24 | 21.38% | — | Oct 2019 | SISIX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 98 | 2.76% | — | Feb 2006 | SISIX vs SAMBX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 7.36% | — | Oct 1996 | SISIX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 0 | -4.13% | — | Mar 2018 | SISIX vs VKSIX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 4 | 0.05% | — | Oct 1995 | SISIX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | 0.70% | — | Jun 2009 | SISIX vs VIMCX | |
| The Merger Fund | Event Driven | 96 | 1.51% | — | Jan 1989 | SISIX vs MERFX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 43 | 13.38% | — | Dec 2010 | SISIX vs EDF | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -1.68% | — | Jun 2006 | SISIX vs PXSGX |
Often Compared With SISIX
Investors most often compare SISIX with MUJ, NPV, MPA. These 12 comparison targets span 5 categories, based on PortfoliosLab usage data.
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