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
SWPPX	Schwab S&P 500 Index Fund	0.02%	143.85B	May 1997	SPIIX vs SWPPX

Best Risk-Adjusted Alternatives to SPIIX

SPIIX has a PortfoliosLab risk / return rank of 60. There are 175 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	96	17.20B	Dec 2004	SPIIX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	95	92.00B	Nov 2001	SPIIX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	94	—	Nov 2004	SPIIX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	SPIIX vs GTLOX
IGIAX	Integrity ESG Growth & Income Fund	91	—	Jan 1995	SPIIX vs IGIAX

Top Performing SPIIX Alternatives (YTD)

SPIIX is at 9.38% YTD. There are 200 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	33.95%	17.20B	Dec 2004	SPIIX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	29.80%	92.00B	Nov 2001	SPIIX vs VPMAX
IGIAX	Integrity ESG Growth & Income Fund	27.12%	—	Jan 1995	SPIIX vs IGIAX
FLCKX	Fidelity Leveraged Company Stock Fund Class K	27.04%	—	May 2008	SPIIX vs FLCKX
FLVCX	Fidelity Leveraged Company Stock Fund	26.99%	—	Dec 2000	SPIIX vs FLVCX

Lowest Volatility Alternatives to SPIIX

SPIIX has 12.50% 1-year volatility. There are 132 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.29%	—	Jun 2013	SPIIX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.40%	—	Mar 2021	SPIIX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.39%	—	Jul 2012	SPIIX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.40%	—	Jul 2012	SPIIX vs AUEIX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	8.59%	—	May 2015	SPIIX vs FSUVX

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 -1.33%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	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	1.77%	—	Dec 2006	SPIIX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.48%	—	Nov 2003	SPIIX vs STDAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	60	1.29%	—	Dec 2005	SPIIX vs SGYAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	46	2.21%	—	Sep 2007	SPIIX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	53	8.32%	—	Jul 2010	SPIIX vs SDLAX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	65	9.73%	—	Dec 2013	SPIIX vs SPINX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	88	29.60%	—	Jan 1995	SPIIX vs SIEMX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	61	2.01%	—	Nov 2003	SPIIX vs SICIX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	50	11.04%	—	Dec 1989	SPIIX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	44	8.14%	—	Apr 2015	SPIIX vs CAVAX

Often Compared With SPIIX

Investors most often compare SPIIX with VOO, FXAIX, 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	59	8.19%	1.70T	Sep 2010	SPIIX vs VOO
FXAIX	Fidelity 500 Index Fund	S&P 500	65	9.79%	—	Feb 1988	SPIIX vs FXAIX
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Diversified	90	26.31%	—	Oct 2014	SPIIX vs SMQFX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	53	0.18%	—	Aug 1998	SPIIX vs SBDAX
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	9	0.25%	—	Apr 2004	SPIIX vs LDRAX
SEFIX	SEI Institutional International Trust Internationa...	Global Bonds	4	0.00%	—	Aug 1993	SPIIX vs SEFIX
SLDAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	11	0.32%	—	Jun 2012	SPIIX vs SLDAX
SLCAX	SEI Institutional Investments Trust Large Cap Fund	Large Cap Blend Equities	74	10.37%	—	Jun 1996	SPIIX vs SLCAX
SEHAX	SEI Institutional Investments Trust U.S. Equity Fa...	Large Cap Blend Equities	73	10.50%	—	Apr 2018	SPIIX vs SEHAX
CFVAX	SEI Catholic Values Trust Catholic Values Fixed In...	Intermediate Core-Plus Bond	15	-0.07%	—	Apr 2015	SPIIX vs CFVAX
SUMAX	SEI Tax Exempt Trust Short Duration Municipal Fund	Municipal Bonds	90	0.90%	—	Nov 2003	SPIIX vs SUMAX
SUSAX	SEI Institutional Investments Trust Ultra Short Du...	Ultrashort Bond	97	1.16%	—	Feb 2011	SPIIX vs SUSAX
SEDAX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Bonds	81	4.37%	—	Dec 2005	SPIIX vs SEDAX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	85	1.56%	—	Nov 2003	SPIIX vs SNSAX
SECPX	SEI Daily Income Ultra Short Duration Bond Fund	Ultrashort Bond	96	0.99%	—	Sep 1993	SPIIX vs SECPX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	66	1.27%	—	Sep 1989	SPIIX vs SEIMX
SMOAX	SEI Asset Allocation Trust Moderate Strategy Fund	Diversified Portfolio	61	3.91%	—	Nov 2003	SPIIX vs SMOAX
LCIAX	SEI Institutional Investments Trust Large Cap Inde...	Large Cap Blend Equities	62	9.56%	—	Apr 2002	SPIIX vs LCIAX
SRAAX	SEI Institutional Managed Trust Real Return Fund	Inflation-Protected Bonds	46	0.86%	—	Jul 2009	SPIIX vs SRAAX

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