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
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	0.02%	355.20B	Jul 1997	SPINX vs VIIIX
SWPPX	Schwab S&P 500 Index Fund	0.02%	145.69B	May 1997	SPINX vs SWPPX
FXAIX	Fidelity 500 Index Fund	0.02%	—	Feb 1988	SPINX vs FXAIX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	—	Sep 2014	SPINX vs SSSYX

Best Risk-Adjusted Alternatives to SPINX

SPINX has a PortfoliosLab risk / return rank of 66. 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
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	65	—	Mar 2001	SPINX vs PLFIX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	65	355.20B	Jul 1997	SPINX vs VIIIX
BSPGX	iShares S&P 500 Index Fund Class G	65	—	Jul 2019	SPINX vs BSPGX
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

Top Performing SPINX Alternatives (YTD)

SPINX is at 11.29% YTD. There are 11 mutual funds in the S&P 500 category with higher YTD returns, going as high as 16.23%.

Symbol	Name	YTD Return	AUM	Inception
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	16.23%	—	May 2006	SPINX vs DXSLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	12.75%	—	Jul 1997	SPINX vs VADDX
USPRX	Victory 500 Index Fund	11.49%	—	May 2002	SPINX vs USPRX
SWPPX	Schwab S&P 500 Index Fund	11.35%	145.69B	May 1997	SPINX vs SWPPX
BSPGX	iShares S&P 500 Index Fund Class G	11.34%	—	Jul 2019	SPINX vs BSPGX

Lowest Volatility Alternatives to SPINX

SPINX has 12.55% 1-year volatility. There are 27 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 11.05%.

Symbol	Name	Volatility 1Y	AUM	Inception
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	11.05%	—	Sep 2017	SPINX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	11.84%	—	Jul 1997	SPINX vs VADDX
SPFIX	Shelton Capital Management S&P 500 Index Fund	12.46%	—	Apr 1992	SPINX vs SPFIX
INDEX	CYBER HORNET S&P 500	12.49%	—	Mar 2017	SPINX vs INDEX
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	12.49%	—	Feb 2001	SPINX vs PLSAX

Lowest Drawdown Alternatives to SPINX

SPINX has a 1-year max drawdown of -8.92%. There are 13 mutual funds in the S&P 500 category with shallower 1-year drawdowns, going as shallow as -7.88%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
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
SWPPX	Schwab S&P 500 Index Fund	-8.89%	145.69B	May 1997	SPINX vs SWPPX
FXAIX	Fidelity 500 Index Fund	-8.89%	—	Feb 1988	SPINX vs FXAIX
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	-8.90%	—	Sep 2017	SPINX vs KNGLX

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	SPINX vs ENIAX
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	99	1.67%	—	Nov 2003	SPINX vs STDAX
SGYAX	SEI Institutional Investments Trust High Yield Bon...	High Yield Bonds	55	1.52%	—	Dec 2005	SPINX vs SGYAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	64	2.56%	—	Sep 2007	SPINX vs SEATX
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	51	10.04%	—	Jul 2010	SPINX vs SDLAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	72	2.66%	—	Nov 2003	SPINX vs SICIX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	78	23.02%	—	Jan 1995	SPINX vs SIEMX
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	53	11.04%	—	Dec 1989	SPINX vs SEITX
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	42	9.50%	—	Apr 2015	SPINX vs CAVAX
SEIMX	SEI Tax Exempt Trust Intermediate-Term Municipal F...	Municipal Bonds	69	1.35%	—	Sep 1989	SPINX vs SEIMX

Often Compared With SPINX

Investors most often compare SPINX with ITWN.L, SPY, BITO. These 18 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ITWN.L	iShares MSCI Taiwan UCITS ETF	Taiwan Equities, Asia Pacific Equities	96	63.48%	1.16B	Oct 2005	SPINX vs ITWN.L
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.45%	783.21B	Jan 1993	SPINX vs SPY
BITO	ProShares Bitcoin Strategy ETF	Cryptocurrency	1	-30.09%	1.45B	Oct 2021	SPINX vs BITO
VUG	Vanguard Growth ETF	Large Cap Growth Equities	32	6.19%	393.80B	Jan 2004	SPINX vs VUG
PEOPX	BNY Mellon S&P 500 Index Fund	S&P 500	62	11.08%	—	Jan 1990	SPINX vs PEOPX
SEHAX	SEI Institutional Investments Trust U.S. Equity Fa...	Large Cap Blend Equities	77	12.65%	—	Apr 2018	SPINX vs SEHAX
SBDAX	SEI Tax Exempt Trust California Municipal Bond Fun...	Municipal Bonds	52	0.18%	—	Aug 1998	SPINX vs SBDAX
TRBCX	T. Rowe Price Blue Chip Growth Fund	Large Cap Growth Equities	11	1.49%	—	Jun 1993	SPINX vs TRBCX
VSPVX	Vanguard S&P 500 Value Index Fund Institutional Sh...	Large Cap Value Equities	71	9.61%	—	Mar 2015	SPINX vs VSPVX
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	59	10.90%	—	Jun 2002	SPINX vs SPIIX
BSPIX	iShares S&P 500 Index Fund Institutional Class	S&P 500	64	11.29%	—	Apr 1993	SPINX vs BSPIX
SLCAX	SEI Institutional Investments Trust Large Cap Fund	Large Cap Blend Equities	77	11.96%	—	Jun 1996	SPINX vs SLCAX
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	11.18%	—	Oct 2002	SPINX vs TRSPX
SUSAX	SEI Institutional Investments Trust Ultra Short Du...	Ultrashort Bond	98	1.50%	—	Feb 2011	SPINX vs SUSAX
MUXYX	Victory S&P 500 Index Fund	S&P 500	61	11.10%	—	Nov 1991	SPINX vs MUXYX
SRWAX	SEI Asset Allocation Trust Market Growth Strategy ...	Diversified Portfolio	77	8.87%	—	Nov 2003	SPINX vs SRWAX
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Diversified	79	20.56%	—	Oct 2014	SPINX vs SMQFX

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