SPINX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to SPINX

SPINX charges 0.12% annually. There are 10 mutual funds in the S&P 500 category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	—	Jul 2019	SPINX vs BSPGX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	—	Sep 2014	SPINX vs SSSYX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	0.02%	355.20B	Jul 1997	SPINX vs VIIIX
FXAIX	Fidelity 500 Index Fund	0.02%	—	Feb 1988	SPINX vs FXAIX
SWPPX	Schwab S&P 500 Index Fund	0.02%	143.85B	May 1997	SPINX vs SWPPX

Best Risk-Adjusted Alternatives to SPINX

SPINX has a PortfoliosLab risk / return rank of 65. No mutual funds in the S&P 500 category have higher risk-adjusted ranks; the top alternatives shown here go as high as 65.

Symbol	Name	Risk / Return Rank	AUM	Inception
FXAIX	Fidelity 500 Index Fund	65	—	Feb 1988	SPINX vs FXAIX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	65	355.20B	Jul 1997	SPINX vs VIIIX
VINIX	Vanguard Institutional Index Fund Institutional Sh...	65	355.20B	Jul 1990	SPINX vs VINIX
SSSYX	State Street Equity 500 Index Fund Class K	65	—	Sep 2014	SPINX vs SSSYX
WFSPX	iShares S&P 500 Index Fund Class K	65	—	Jul 1993	SPINX vs WFSPX

Top Performing SPINX Alternatives (YTD)

SPINX is at 9.73% YTD. There are 11 mutual funds in the S&P 500 category with higher YTD returns, going as high as 13.76%.

Symbol	Name	YTD Return	AUM	Inception
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	13.76%	—	May 2006	SPINX vs DXSLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	10.27%	—	Jul 1997	SPINX vs VADDX
USPRX	Victory 500 Index Fund	10.00%	—	May 2002	SPINX vs USPRX
FXAIX	Fidelity 500 Index Fund	9.79%	—	Feb 1988	SPINX vs FXAIX
SSSYX	State Street Equity 500 Index Fund Class K	9.78%	—	Sep 2014	SPINX vs SSSYX

Lowest Volatility Alternatives to SPINX

SPINX has 12.53% 1-year volatility. There are 29 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 9.33%.

Symbol	Name	Volatility 1Y	AUM	Inception
PUTW	WisdomTree Equity Premium Income Fund	9.33%	236.88M	Feb 2016	SPINX vs PUTW
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	10.86%	—	Sep 2017	SPINX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	11.93%	—	Jul 1997	SPINX vs VADDX
SPFIX	Shelton Capital Management S&P 500 Index Fund	12.45%	—	Apr 1992	SPINX vs SPFIX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	12.45%	—	Nov 2005	SPINX vs SPXX

Lowest Drawdown Alternatives to SPINX

SPINX has a 1-year max drawdown of -8.92%. There are 14 mutual funds in the S&P 500 category with shallower 1-year drawdowns, going as shallow as -7.15%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PUTW	WisdomTree Equity Premium Income Fund	-7.15%	236.88M	Feb 2016	SPINX vs PUTW
VADDX	Invesco Equally-Weighted S&P 500 Fund	-7.88%	—	Jul 1997	SPINX vs VADDX
SSSYX	State Street Equity 500 Index Fund Class K	-8.88%	—	Sep 2014	SPINX vs SSSYX
FXAIX	Fidelity 500 Index Fund	-8.89%	—	Feb 1988	SPINX vs FXAIX
SWPPX	Schwab S&P 500 Index Fund	-8.89%	143.85B	May 1997	SPINX vs SWPPX

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	SPINX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.48%	—	Nov 2003	SPINX vs STDAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	60	1.29%	—	Dec 2005	SPINX vs SGYAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	46	2.21%	—	Sep 2007	SPINX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	53	8.32%	—	Jul 2010	SPINX vs SDLAX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	88	29.60%	—	Jan 1995	SPINX vs SIEMX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	61	2.01%	—	Nov 2003	SPINX vs SICIX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	50	11.04%	—	Dec 1989	SPINX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	44	8.14%	—	Apr 2015	SPINX vs CAVAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	66	1.27%	—	Sep 1989	SPINX vs SEIMX

Often Compared With SPINX

Investors most often compare SPINX with ITWN.L, SPY, BITO. These 18 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ITWN.L	iShares MSCI Taiwan UCITS ETF	Asia Pacific Equities	97	71.26%	1.28B	Oct 2005	SPINX vs ITWN.L
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	SPINX vs SPY
BITO	ProShares Bitcoin Strategy ETF	Cryptocurrency	2	-29.93%	1.42B	Oct 2021	SPINX vs BITO
VUG	Vanguard Growth ETF	Large Cap Growth Equities	31	3.52%	393.80B	Jan 2004	SPINX vs VUG
PEOPX	BNY Mellon S&P 500 Index Fund	S&P 500	62	9.54%	—	Jan 1990	SPINX vs PEOPX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	53	0.18%	—	Aug 1998	SPINX vs SBDAX
SEHAX	SEI Institutional Investments Trust U.S. Equity Fa...	Large Cap Blend Equities	73	10.50%	—	Apr 2018	SPINX vs SEHAX
TRBCX	T. Rowe Price Blue Chip Growth Fund	Large Cap Growth Equities	12	0.19%	—	Jun 1993	SPINX vs TRBCX
VSPVX	Vanguard S&P 500 Value Index Fund Institutional Sh...	Large Cap Value Equities	67	7.86%	—	Mar 2015	SPINX vs VSPVX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	60	9.38%	—	Jun 2002	SPINX vs SPIIX
SLCAX	SEI Institutional Investments Trust Large Cap Fund	Large Cap Blend Equities	74	10.37%	—	Jun 1996	SPINX vs SLCAX
BSPIX	iShares S&P 500 Index Fund Institutional Class	S&P 500	64	9.73%	—	Apr 1993	SPINX vs BSPIX
SEPAX	SEI Tax-Exempt Trust Pennsylvania Municipal Bond F...	Municipal Bonds	56	0.49%	—	Aug 1998	SPINX vs SEPAX
TRSPX	Nuveen S&P 500 Index Fund Retirement Class	S&P 500	63	9.65%	—	Oct 2002	SPINX vs TRSPX
SUSAX	SEI Institutional Investments Trust Ultra Short Du...	Ultrashort Bond	97	1.16%	—	Feb 2011	SPINX vs SUSAX
MUXYX	Victory S&P 500 Index Fund	S&P 500	61	9.56%	—	Nov 1991	SPINX vs MUXYX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	S&P 500	65	9.73%	—	Mar 2001	SPINX vs PLFIX
SRWAX	SEI Asset Allocation Trust Market Growth Strategy ...	Diversified Portfolio	77	8.66%	—	Nov 2003	SPINX vs SRWAX

Compare SPINX with Any Fund or Stock

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

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Diversifiers

Pair SPINX with funds that move differently

SEI Institutional Investments Trust S&P 500 Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SPINX.

Explore SPINX Diversifiers

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