SPIIX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to SPIIX

SPIIX charges 0.65% annually. There are 183 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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	SPIIX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	SPIIX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	SPIIX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	SPIIX vs FLCPX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	0.02%	355.20B	Jul 1997	SPIIX vs VIIIX

Best Risk-Adjusted Alternatives to SPIIX

SPIIX has a PortfoliosLab risk / return rank of 59. There are 180 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	95	—	Mar 2021	SPIIX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	17.20B	Dec 2004	SPIIX vs VPCCX
POGSX	Pin Oak Equity	92	—	Aug 1992	SPIIX vs POGSX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	91	92.00B	Nov 2001	SPIIX vs VPMAX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	90	—	Feb 2004	SPIIX vs GTLOX

Top Performing SPIIX Alternatives (YTD)

SPIIX is at 10.90% YTD. There are 200 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	28.68%	17.20B	Dec 2004	SPIIX vs VPCCX
POGRX	PRIMECAP Odyssey Growth Fund	27.40%	—	Nov 2004	SPIIX vs POGRX
IGIAX	Integrity ESG Growth & Income Fund	26.40%	—	Jan 1995	SPIIX vs IGIAX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	25.12%	92.00B	Nov 2001	SPIIX vs VPMAX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	24.23%	—	Dec 2015	SPIIX vs RESGX

Lowest Volatility Alternatives to SPIIX

SPIIX has 12.51% 1-year volatility. There are 125 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	SPIIX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.28%	—	Jun 2013	SPIIX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.26%	—	Jul 2012	SPIIX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.28%	—	Jul 2012	SPIIX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.70%	—	Aug 2018	SPIIX vs JEPIX

Lowest Drawdown Alternatives to SPIIX

SPIIX has a 1-year max drawdown of -9.02%. There are 190 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	SPIIX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	SPIIX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	SPIIX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	SPIIX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	SPIIX vs QUERX

Other Mutual Funds from SEI

The 10 most viewed SEI mutual funds shown here include ENIAX, STDAX, SGYAX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ENIAX	SEI Institutional Investments Trust Opportunistic ...	Ultrashort Bond	99	2.01%	—	Dec 2006	SPIIX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.67%	—	Nov 2003	SPIIX vs STDAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	55	1.52%	—	Dec 2005	SPIIX vs SGYAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	64	2.56%	—	Sep 2007	SPIIX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	51	10.04%	—	Jul 2010	SPIIX vs SDLAX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	66	11.29%	—	Dec 2013	SPIIX vs SPINX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	72	2.66%	—	Nov 2003	SPIIX vs SICIX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	78	23.02%	—	Jan 1995	SPIIX vs SIEMX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	53	11.04%	—	Dec 1989	SPIIX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	42	9.50%	—	Apr 2015	SPIIX vs CAVAX

Often Compared With SPIIX

Investors most often compare SPIIX with VOO, SMQFX, SBDAX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	66	10.45%	1.70T	Sep 2010	SPIIX vs VOO
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Diversified	79	20.56%	—	Oct 2014	SPIIX vs SMQFX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	52	0.18%	—	Aug 1998	SPIIX vs SBDAX
FXAIX	Fidelity 500 Index Fund	S&P 500	63	11.06%	—	Feb 1988	SPIIX vs FXAIX
SEPAX	SEI Tax-Exempt Trust Pennsylvania Municipal Bond F...	Municipal Bonds	56	0.49%	—	Aug 1998	SPIIX vs SEPAX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	7	-0.88%	—	Apr 2004	SPIIX vs LDRAX
SEFIX	SEI Institutional International Trust Internationa...	Global Bonds	7	0.00%	—	Aug 1993	SPIIX vs SEFIX
SLDAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	8	-0.96%	—	Jun 2012	SPIIX vs SLDAX
SEHAX	SEI Institutional Investments Trust U.S. Equity Fa...	Large Cap Blend Equities	77	12.65%	—	Apr 2018	SPIIX vs SEHAX
SLCAX	SEI Institutional Investments Trust Large Cap Fund	Large Cap Blend Equities	77	11.96%	—	Jun 1996	SPIIX vs SLCAX
CFVAX	SEI Catholic Values Trust Catholic Values Fixed In...	Intermediate Core-Plus Bond	15	-0.13%	—	Apr 2015	SPIIX vs CFVAX
SUMAX	SEI Tax Exempt Trust Short Duration Municipal Fund	Municipal Bonds	92	1.13%	—	Nov 2003	SPIIX vs SUMAX
SUSAX	SEI Institutional Investments Trust Ultra Short Du...	Ultrashort Bond	98	1.50%	—	Feb 2011	SPIIX vs SUSAX
LCIAX	SEI Institutional Investments Trust Large Cap Inde...	Large Cap Blend Equities	63	11.23%	—	Apr 2002	SPIIX vs LCIAX
SECPX	SEI Daily Income Ultra Short Duration Bond Fund	Ultrashort Bond	98	1.42%	—	Sep 1993	SPIIX vs SECPX
SRAAX	SEI Institutional Managed Trust Real Return Fund	Inflation-Protected Bonds	65	1.31%	—	Jul 2009	SPIIX vs SRAAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	69	1.35%	—	Sep 1989	SPIIX vs SEIMX
SEDAX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Bonds	83	4.73%	—	Dec 2005	SPIIX vs SEDAX
SMOAX	SEI Asset Allocation Trust Moderate Strategy Fund	Diversified Portfolio	70	4.55%	—	Nov 2003	SPIIX vs SMOAX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	90	1.91%	—	Nov 2003	SPIIX vs SNSAX

Compare SPIIX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair SPIIX with funds that move differently

SEI S&P 500 Index Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SPIIX.

Explore SPIIX Diversifiers

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