X-Square Balanced Fund, LLC (SQBIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SQBIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SQBIX
SQBIX charges 2.50% annually. There are 533 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | SQBIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SQBIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SQBIX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | SQBIX vs VBAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | SQBIX vs VTMFX |
Best Risk-Adjusted Alternatives to SQBIX
SQBIX has a PortfoliosLab risk / return rank of 79. There are 64 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | SQBIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | SQBIX vs TIBIX | |
| Nuveen Flexible Income Fund | 95 | — | Dec 2009 | SQBIX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | SQBIX vs RPFCX | |
| Poplar Forest Cornerstone Fund | 94 | — | Dec 2014 | SQBIX vs IPFCX |
Top Performing SQBIX Alternatives (YTD)
SQBIX is at 9.50% YTD. There are 44 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 24.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 24.22% | — | Jan 1998 | SQBIX vs EKBAX | |
| ICON Equity Income Fund | 20.89% | — | May 2004 | SQBIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.55% | — | Dec 2002 | SQBIX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 16.93% | — | Aug 1998 | SQBIX vs MHELX | |
| Bruce Fund | 16.48% | — | Mar 1968 | SQBIX vs BRUFX |
Lowest Volatility Alternatives to SQBIX
SQBIX has 9.21% 1-year volatility. There are 324 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | SQBIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | SQBIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.90% | — | Apr 2012 | SQBIX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SQBIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | SQBIX vs CSTAX |
Lowest Drawdown Alternatives to SQBIX
SQBIX has a 1-year max drawdown of -4.94%. There are 122 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | SQBIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SQBIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SQBIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SQBIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SQBIX vs CSTAX |
Often Compared With SQBIX
Investors most often compare SQBIX with FIQDX, BLNDX, FCSRX. These 16 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare SQBIX with Any Fund or Stock
Compare SQBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SQBIX with funds that move differently
X-Square Balanced Fund, LLC alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SQBIX.
Explore SQBIX Diversifiers