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 177 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
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	SPIIX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 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 2016	SPIIX vs FLCPX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	0.02%	—	Jul 2017	SPIIX vs WBREOX

Best Risk-Adjusted Alternatives to SPIIX

SPIIX has a PortfoliosLab risk / return rank of 53. There are 196 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	97	—	Mar 2021	SPIIX vs SVPFX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	SPIIX vs FTZIX
VPCCX	Vanguard PRIMECAP Core Fund	92	18.10B	Dec 2004	SPIIX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	SPIIX vs GTLOX
POGSX	Pin Oak Equity	90	—	Aug 1992	SPIIX vs POGSX

Top Performing SPIIX Alternatives (YTD)

SPIIX is at 8.88% YTD. There are 229 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.47%	18.10B	Dec 2004	SPIIX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	24.27%	—	Dec 2018	SPIIX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.85%	—	Nov 2004	SPIIX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.24%	—	Dec 2015	SPIIX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.87%	—	Jan 1995	SPIIX vs IGIAX

Lowest Volatility Alternatives to SPIIX

SPIIX has 12.85% 1-year volatility. There are 131 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
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	SPIIX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.23%	—	Jul 2012	SPIIX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.85%	—	Aug 2018	SPIIX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.33%	—	Feb 2012	SPIIX vs SILVX

Lowest Drawdown Alternatives to SPIIX

SPIIX has a 1-year max drawdown of -9.02%. There are 185 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
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
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	SPIIX vs AMFEX

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	100	2.27%	—	Dec 2006	SPIIX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.58%	—	Nov 2003	SPIIX vs STDAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	54	1.08%	—	Dec 2005	SPIIX vs SGYAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	85	3.12%	—	Nov 2003	SPIIX vs SICIX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	51	8.58%	—	Jul 2010	SPIIX vs SDLAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	65	1.20%	—	Sep 2007	SPIIX vs SEATX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	61	9.32%	—	Dec 2013	SPIIX vs SPINX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Equities	67	17.49%	—	Jan 1995	SPIIX vs SIEMX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	58	10.15%	—	Apr 2015	SPIIX vs CAVAX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	79	14.29%	—	Dec 1989	SPIIX vs SEITX

Often Compared With SPIIX

Investors most often compare SPIIX with VOO, SEPAX, SMQFX. 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	68	10.16%	1.70T	Sep 2010	SPIIX vs VOO
SEPAX	SEI Tax-Exempt Trust Pennsylvania Municipal Bond F...	Municipal Bonds	41	-0.57%	—	Aug 1998	SPIIX vs SEPAX
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Equities	71	16.94%	—	Oct 2014	SPIIX vs SMQFX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	36	-1.18%	—	Aug 1998	SPIIX vs SBDAX
FXAIX	Fidelity 500 Index Fund	S&P 500	64	9.35%	—	Feb 1988	SPIIX vs FXAIX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	5	-3.15%	—	Apr 2004	SPIIX vs LDRAX
SEFIX	SEI Institutional International Trust Internationa...	Global Bonds	7	-0.34%	—	Aug 1993	SPIIX vs SEFIX
SLDAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	5	-3.19%	—	Jun 2012	SPIIX vs SLDAX
SEHAX	SEI Institutional Investments Trust U.S. Equity Fa...	Large Cap Blend Equities	82	13.28%	—	Apr 2018	SPIIX vs SEHAX
SLCAX	SEI Institutional Investments Trust Large Cap Fund	Large Cap Blend Equities	78	11.50%	—	Jun 1996	SPIIX vs SLCAX
CFVAX	SEI Catholic Values Trust Catholic Values Fixed In...	Intermediate Core-Plus Bond	16	-0.83%	—	Apr 2015	SPIIX vs CFVAX
SUSAX	SEI Institutional Investments Trust Ultra Short Du...	Ultrashort Bond	98	1.50%	—	Feb 2011	SPIIX vs SUSAX
SECPX	SEI Daily Income Ultra Short Duration Bond Fund	Ultrashort Bond	98	1.42%	—	Sep 1993	SPIIX vs SECPX
SUMAX	SEI Tax Exempt Trust Short Duration Municipal Fund	Municipal Bonds	90	0.83%	—	Nov 2003	SPIIX vs SUMAX
SRAAX	SEI Institutional Managed Trust Real Return Fund	Inflation-Protected Bonds	64	1.42%	—	Jul 2009	SPIIX vs SRAAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	65	-0.01%	—	Sep 1989	SPIIX vs SEIMX
LCIAX	SEI Institutional Investments Trust Large Cap Inde...	Large Cap Blend Equities	53	9.31%	—	Apr 2002	SPIIX vs LCIAX
SMOAX	SEI Asset Allocation Trust Moderate Strategy Fund	Diversified Portfolio	80	5.04%	—	Nov 2003	SPIIX vs SMOAX
SEDAX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Bonds	84	3.95%	—	Dec 2005	SPIIX vs SEDAX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	94	2.33%	—	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