SRV Alternatives & Similar Mutual Funds

NXG Cushing® Midstream Energy Fund (SRV) belongs to the Global Equity Income category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SRV. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SRV

SRV charges 1.00% annually. There are 2 mutual funds in the Global Equity Income category with lower expense ratios, going as low as 0.90%.

Symbol	Name	Expense Ratio	AUM	Inception
HDDVX	Janus Henderson International Dividend Fund Class ...	0.90%	—	Jun 2017	SRV vs HDDVX
HFQTX	Janus Henderson Global Equity Income Fund Class T	0.95%	—	Nov 2006	SRV vs HFQTX
NXG	NXG NextGen Infrastructure Income Fund	1.00%	—	Sep 2012	SRV vs NXG
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	1.07%	—	Feb 2007	SRV vs EXG
AGD	abrdn Global Dynamic Dividend Fund	1.14%	—	May 2006	SRV vs AGD

Best Risk-Adjusted Alternatives to SRV

SRV has a PortfoliosLab risk / return rank of 53. There is 1 mutual fund in the Global Equity Income category with a higher risk-adjusted rank, going as high as 56.

Symbol	Name	Risk / Return Rank	AUM	Inception
HFQTX	Janus Henderson Global Equity Income Fund Class T	56	—	Nov 2006	SRV vs HFQTX
NXG	NXG NextGen Infrastructure Income Fund	48	—	Sep 2012	SRV vs NXG
HDDVX	Janus Henderson International Dividend Fund Class ...	44	—	Jun 2017	SRV vs HDDVX
HDQVX	Janus Henderson International Dividend Fund Class ...	43	—	Aug 2012	SRV vs HDQVX
AGD	abrdn Global Dynamic Dividend Fund	23	—	May 2006	SRV vs AGD

Top Performing SRV Alternatives (YTD)

SRV is at 31.93% YTD. No mutual funds in the Global Equity Income category have higher YTD returns; the top-performing alternatives shown here go as high as 24.20%.

Symbol	Name	YTD Return	AUM	Inception
NXG	NXG NextGen Infrastructure Income Fund	24.20%	—	Sep 2012	SRV vs NXG
HDDVX	Janus Henderson International Dividend Fund Class ...	15.78%	—	Jun 2017	SRV vs HDDVX
HDQVX	Janus Henderson International Dividend Fund Class ...	15.75%	—	Aug 2012	SRV vs HDQVX
AGD	abrdn Global Dynamic Dividend Fund	13.13%	—	May 2006	SRV vs AGD
HFQTX	Janus Henderson Global Equity Income Fund Class T	12.62%	—	Nov 2006	SRV vs HFQTX

Lowest Volatility Alternatives to SRV

SRV has 18.82% 1-year volatility. There are 4 mutual funds in the Global Equity Income category with lower 1-year volatility, going as low as 11.43%.

Symbol	Name	Volatility 1Y	AUM	Inception
HFQTX	Janus Henderson Global Equity Income Fund Class T	11.43%	—	Nov 2006	SRV vs HFQTX
HDDVX	Janus Henderson International Dividend Fund Class ...	13.43%	—	Jun 2017	SRV vs HDDVX
HDQVX	Janus Henderson International Dividend Fund Class ...	13.46%	—	Aug 2012	SRV vs HDQVX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	13.68%	—	Feb 2007	SRV vs EXG
NXG	NXG NextGen Infrastructure Income Fund	19.12%	—	Sep 2012	SRV vs NXG

Lowest Drawdown Alternatives to SRV

SRV has a 1-year max drawdown of -13.13%. There are 3 mutual funds in the Global Equity Income category with shallower 1-year drawdowns, going as shallow as -10.02%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
HFQTX	Janus Henderson Global Equity Income Fund Class T	-10.02%	—	Nov 2006	SRV vs HFQTX
HDDVX	Janus Henderson International Dividend Fund Class ...	-11.32%	—	Jun 2017	SRV vs HDDVX
HDQVX	Janus Henderson International Dividend Fund Class ...	-11.33%	—	Aug 2012	SRV vs HDQVX
NXG	NXG NextGen Infrastructure Income Fund	-13.19%	—	Sep 2012	SRV vs NXG
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	-14.28%	—	Feb 2007	SRV vs EXG

Often Compared With SRV

Investors most often compare SRV with EMO, TYG, NML. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EMO	ClearBridge Energy Midstream Opportunity Fund	MLPs, Energy Equities	20	15.80%	—	Jun 2011	SRV vs EMO
TYG	Tortoise Energy Infrastructure Closed Fund	MLPs, Energy Equities	15	12.81%	—	—	SRV vs TYG
NML	Neuberger Berman MLP	MLPs, Energy Equities	29	21.99%	—	Mar 2013	SRV vs NML
XYLD	Global X S&P 500 Covered Call ETF	Derivative Income, S&P 500	82	4.96%	3.17B	Jun 2013	SRV vs XYLD
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	SRV vs SPY
KYN	Kayne Anderson Energy Infrastructure Fund	Energy Equities	26	16.76%	—	Sep 2024	SRV vs KYN
AMLP	Alerian MLP ETF	MLPs	39	16.31%	12.14B	Aug 2010	SRV vs AMLP
MLPI	Neos MLP & Energy Infrastructure High Income ETF	Energy Equities	—	17.58%	643.40M	Dec 2025	SRV vs MLPI
MPLX	MPLX LP		69	7.63%	—	—	SRV vs MPLX
QQQ	Invesco QQQ ETF	Nasdaq-100	73	21.30%	493.99B	Mar 1999	SRV vs QQQ
ETJ	Eaton Vance Risk-Managed Diversified Equity Income...	Global Equity Income	5	-0.14%	—	Jul 2007	SRV vs ETJ
GLV	Clough Global Dividend and Income Fund	Global Equity Income	62	12.02%	—	Jul 2004	SRV vs GLV
WDEE.DE	Invesco S&P World Energy ESG UCITS ETF Acc	Energy Equities	53	33.31%	—	Apr 2023	SRV vs WDEE.DE
MDST	Westwood Salient Enhanced Midstream Income ETF	Energy Equities	44	14.94%	152.76M	Apr 2024	SRV vs MDST
AMZA	InfraCap MLP ETF	MLPs	27	22.22%	454.54M	Oct 2014	SRV vs AMZA
MLPX	Global X MLP & Energy Infrastructure ETF	MLPs	44	23.59%	3.54B	Aug 2013	SRV vs MLPX
TRIN	Trinity Capital Inc.		80	21.70%	—	—	SRV vs TRIN
PDX	PIMCO Dynamic Income Strategy Fund	Tactical Allocation	10	18.39%	—	Feb 2019	SRV vs PDX
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	SRV vs VOO
BGR	BlackRock Energy and Resources Trust		86	22.44%	—	—	SRV vs BGR

Compare SRV with Any Fund or Stock

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

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Diversifiers

Pair SRV with funds that move differently

NXG Cushing® Midstream Energy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SRV.

Explore SRV Diversifiers

NXG Cushing® Midstream Energy Fund (SRV) Alternatives