SEI S&P 500 Index Fund Class I (SPIIX) Alternatives

SEI S&P 500 Index Fund Class I (SPIIX) 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 SPIIX. 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 SPIIX

SPIIX charges 0.65% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among SPIIX alternatives.

Symbol	Name	Expense Ratio	Inception
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	SPIIX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	Jun 27, 2016	SPIIX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	SPIIX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	Feb 2, 2016	SPIIX vs FLCPX
SSEYX	State Street Equity 500 Index II Portfolio	0.02%	Aug 11, 2014	SPIIX vs SSEYX

Best Risk-Adjusted Alternatives to SPIIX

Among mutual funds in the Large Cap Blend Equities 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
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	93	Nov 12, 2001	SPIIX vs VPMAX
POGSX	Pin Oak Equity	91	Aug 3, 1992	SPIIX vs POGSX
SGOIX	First Eagle Overseas Fund Class I	89	—	SPIIX vs SGOIX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	88	Jan 2, 1990	SPIIX vs PAGRX
DHAMX	Centre American Select Equity Fund	87	Dec 21, 2011	SPIIX vs DHAMX

Top Performing SPIIX Alternatives (YTD)

SPIIX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEIX	GQG Partners US Select Quality Equity Fund	9.81%	Sep 28, 2018	SPIIX vs GQEIX
NWAUX	Nationwide GQG US Quality Equity Fund	9.70%	Jan 24, 2021	SPIIX vs NWAUX
YFSIX	AMG Yacktman Global Fund	8.16%	Jan 30, 2017	SPIIX vs YFSIX
MUHLX	Muhlenkamp Fund	6.53%	Nov 1, 1988	SPIIX vs MUHLX
RCKSX	Rock Oak Core Growth Fund	6.05%	Dec 31, 2004	SPIIX vs RCKSX

Lowest Volatility Alternatives to SPIIX

SPIIX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.63%	Jun 28, 2013	SPIIX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	8.02%	Mar 28, 2021	SPIIX vs SVPFX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	10.78%	Mar 20, 2025	SPIIX vs FGJEX
FEQHX	Fidelity Hedged Equity Fund	10.94%	Sep 8, 2022	SPIIX vs FEQHX
QUERX	AQR Large Cap Defensive Style Fund Class R6	12.03%	Jul 9, 2012	SPIIX vs QUERX

Lowest Drawdown Alternatives to SPIIX

SPIIX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	Jun 28, 2013	SPIIX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-5.22%	Mar 28, 2021	SPIIX vs SVPFX
FEQHX	Fidelity Hedged Equity Fund	-7.40%	Sep 8, 2022	SPIIX vs FEQHX
FNSTX	Fidelity Infrastructure Fund	-8.43%	Nov 5, 2019	SPIIX vs FNSTX
GQEIX	GQG Partners US Select Quality Equity Fund	-8.67%	Sep 28, 2018	SPIIX vs GQEIX

Other Mutual Funds from SEI

Most popular SEI mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	92	0.38%	Dec 13, 2006	SPIIX vs ENIAX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	40	-8.11%	Jul 30, 2010	SPIIX vs SDLAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	78	-1.71%	Dec 5, 2005	SPIIX vs SGYAX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	45	-7.09%	Dec 18, 2013	SPIIX vs SPINX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	73	-0.69%	Dec 20, 1989	SPIIX vs SEITX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	14	-0.47%	Sep 4, 2007	SPIIX vs SEATX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	85	0.85%	Jan 16, 1995	SPIIX vs SIEMX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	36	-5.19%	Apr 30, 2015	SPIIX vs CAVAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	60	-0.70%	Sep 4, 1989	SPIIX vs SEIMX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	62	-1.28%	Aug 18, 1998	SPIIX vs SBDAX

Often Compared With SPIIX

What investors most often compare with SPIIX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	SPIIX vs VOO
FXAIX	Fidelity 500 Index Fund	S&P 500	46	-7.05%	Feb 17, 1988	SPIIX vs FXAIX
SEPAX	SEI Tax-Exempt Trust Pennsylvania Municipal Bond F...	Municipal Bonds	71	-0.88%	Aug 25, 1998	SPIIX vs SEPAX
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Diversified	93	1.01%	Oct 30, 2014	SPIIX vs SMQFX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	14	-1.41%	Apr 20, 2004	SPIIX vs LDRAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	85	0.36%	Nov 16, 2003	SPIIX vs SICIX
SLCAX	SEI Institutional Investments Trust Large Cap Fund	Large Cap Blend Equities	52	-5.17%	Jun 14, 1996	SPIIX vs SLCAX
SEDAX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Bonds	95	-1.41%	Dec 4, 2005	SPIIX vs SEDAX
SEHAX	SEI Institutional Investments Trust U.S. Equity Fa...	Large Cap Blend Equities	53	-4.77%	Apr 26, 2018	SPIIX vs SEHAX
SUMAX	SEI Tax Exempt Trust Short Duration Municipal Fund	Municipal Bonds	95	0.14%	Nov 12, 2003	SPIIX vs SUMAX
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	86	-3.91%	Jan 2, 1990	SPIIX vs PAGDX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	90	0.61%	Nov 17, 2003	SPIIX vs SNSAX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	45	-6.74%	May 31, 2001	SPIIX vs VITPX
RRPAX	SEI Institutional Investments Trust Real Return Fu...	Inflation-Protected Bonds	91	0.86%	Dec 13, 2006	SPIIX vs RRPAX
SEFIX	SEI Institutional International Trust Internationa...	Global Bonds	21	-1.01%	Aug 31, 1993	SPIIX vs SEFIX
SEIAX	SEI Institutional Investments Trust Multi-Asset Re...	Inflation-Protected Bonds	95	9.31%	Jul 28, 2011	SPIIX vs SEIAX
SLDAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	17	-1.77%	Jun 28, 2012	SPIIX vs SLDAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	0.36%	Nov 16, 2003	SPIIX vs STDAX

Compare SPIIX with Any Fund or Stock

Compare SPIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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SEI S&P 500 Index Fund Class I

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