SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) Alternatives

SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) belongs to the S&P 500 category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SPINX. 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 SPINX

SPINX charges 0.12% annually. Among mutual funds in the S&P 500 category, these options have the lowest expense ratios among SPINX alternatives.

Symbol	Name	Expense Ratio	Inception
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	Jul 1, 2019	SPINX vs BSPGX
SWPPX	Schwab S&P 500 Index Fund	0.02%	May 19, 1997	SPINX vs SWPPX
FXAIX	Fidelity 500 Index Fund	0.02%	Feb 17, 1988	SPINX vs FXAIX
WFSPX	iShares S&P 500 Index Fund	0.03%	Jul 30, 1993	SPINX vs WFSPX
BSPIX	iShares S&P 500 Index Fund Institutional Class	0.10%	Apr 28, 1993	SPINX vs BSPIX

Best Risk-Adjusted Alternatives to SPINX

Among mutual funds in the S&P 500 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
PUTW	WisdomTree Equity Premium Income Fund	72	Feb 24, 2016	SPINX vs PUTW
SWPPX	Schwab S&P 500 Index Fund	46	May 19, 1997	SPINX vs SWPPX
FXAIX	Fidelity 500 Index Fund	46	Feb 17, 1988	SPINX vs FXAIX
WFSPX	iShares S&P 500 Index Fund	46	Jul 30, 1993	SPINX vs WFSPX
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	45	Sep 30, 1993	SPINX vs DSPIX

Top Performing SPINX Alternatives (YTD)

SPINX alternatives from the S&P 500 category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	0.17%	Sep 10, 2017	SPINX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	-1.41%	Jul 28, 1997	SPINX vs VADDX
PUTW	WisdomTree Equity Premium Income Fund	-1.66%	Feb 24, 2016	SPINX vs PUTW
FXAIX	Fidelity 500 Index Fund	-7.05%	Feb 17, 1988	SPINX vs FXAIX
WFSPX	iShares S&P 500 Index Fund	-7.06%	Jul 30, 1993	SPINX vs WFSPX

Lowest Volatility Alternatives to SPINX

SPINX alternatives from the S&P 500 category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	14.28%	Sep 10, 2017	SPINX vs KNGLX
PUTW	WisdomTree Equity Premium Income Fund	14.33%	Feb 24, 2016	SPINX vs PUTW
BXMX	Nuveen S&P 500 Buy-Write Income Fund	16.43%	Nov 25, 2004	SPINX vs BXMX
VADDX	Invesco Equally-Weighted S&P 500 Fund	17.17%	Jul 28, 1997	SPINX vs VADDX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	17.85%	Mar 1, 2001	SPINX vs PLFIX

Lowest Drawdown Alternatives to SPINX

SPINX alternatives from the S&P 500 category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
PUTW	WisdomTree Equity Premium Income Fund	-9.90%	Feb 24, 2016	SPINX vs PUTW
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	-10.91%	Sep 10, 2017	SPINX vs KNGLX
BXMX	Nuveen S&P 500 Buy-Write Income Fund	-11.42%	Nov 25, 2004	SPINX vs BXMX
SWPPX	Schwab S&P 500 Index Fund	-12.10%	May 19, 1997	SPINX vs SWPPX
WFSPX	iShares S&P 500 Index Fund	-12.11%	Jul 30, 1993	SPINX vs WFSPX

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	SPINX vs ENIAX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	40	-8.11%	Jul 30, 2010	SPINX vs SDLAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	78	-1.71%	Dec 5, 2005	SPINX vs SGYAX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	73	-0.69%	Dec 20, 1989	SPINX vs SEITX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	14	-0.47%	Sep 4, 2007	SPINX vs SEATX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	40	-7.22%	Jun 28, 2002	SPINX vs SPIIX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	85	0.85%	Jan 16, 1995	SPINX vs SIEMX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	36	-5.19%	Apr 30, 2015	SPINX vs CAVAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	60	-0.70%	Sep 4, 1989	SPINX vs SEIMX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	62	-1.28%	Aug 18, 1998	SPINX vs SBDAX

Often Compared With SPINX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
ITWN.L	iShares MSCI Taiwan UCITS ETF	Asia Pacific Equities	93	10.80%	Oct 28, 2005	SPINX vs ITWN.L
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	SPINX vs SPY
BITO	ProShares Bitcoin Strategy ETF	Cryptocurrency, Actively Managed	5	-23.25%	Oct 19, 2021	SPINX vs BITO
VUG	Vanguard Growth ETF	Large Cap Growth Equities	50	-10.37%	Nov 13, 2000	SPINX vs VUG
PEOPX	BNY Mellon S&P 500 Index Fund	S&P 500	43	-7.16%	Jan 2, 1990	SPINX vs PEOPX
TRBCX	T. Rowe Price Blue Chip Growth Fund	Large Cap Growth Equities	20	-14.57%	Jun 30, 1993	SPINX vs TRBCX
VSPVX	Vanguard S&P 500 Value Index Fund Institutional Sh...	Large Cap Value Equities	36	-1.68%	Mar 3, 2015	SPINX vs VSPVX
SEHAX	SEI Institutional Investments Trust U.S. Equity Fa...	Large Cap Blend Equities	53	-4.77%	Apr 26, 2018	SPINX vs SEHAX
SLCAX	SEI Institutional Investments Trust Large Cap Fund	Large Cap Blend Equities	52	-5.17%	Jun 14, 1996	SPINX vs SLCAX
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Diversified	93	1.01%	Oct 30, 2014	SPINX vs SMQFX
MUXYX	Victory S&P 500 Index Fund	S&P 500	43	-7.19%	Nov 29, 1991	SPINX vs MUXYX
SEPAX	SEI Tax-Exempt Trust Pennsylvania Municipal Bond F...	Municipal Bonds	71	-0.88%	Aug 25, 1998	SPINX vs SEPAX
USPRX	Victory 500 Index Fund	S&P 500	42	-7.11%	May 1, 2002	SPINX vs USPRX
LDRAX	SEI Institutional Investments Trust Long Duration ...	Long-Term Bond	14	-1.41%	Apr 20, 2004	SPINX vs LDRAX
MIEYX	MM S&P 500 Index Fund	S&P 500	42	-7.16%	Feb 27, 1998	SPINX vs MIEYX
SUMAX	SEI Tax Exempt Trust Short Duration Municipal Fund	Municipal Bonds	95	0.14%	Nov 12, 2003	SPINX vs SUMAX
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	S&P 500	45	-7.11%	Feb 2, 2001	SPINX vs PLSAX
SCPIX	DWS S&P 500 Index Fund	S&P 500	43	-7.12%	Aug 29, 1997	SPINX vs SCPIX

Compare SPINX with Any Fund or Stock

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

Symbol name

SEI Institutional Investments Trust S&P 500 Index Fund

Symbol name