NXG Cushing® Midstream Energy Fund (SRV) belongs to the Energy Equities 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 35 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.09% | 11.00B | Oct 2004 | SRV vs VENAX | |
| Vanguard Energy Opportunities Fund Admiral Shares | 0.37% | 6.90B | Nov 2001 | SRV vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 6.90B | May 1984 | SRV vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | SRV vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | SRV vs PRNEX |
Best Risk-Adjusted Alternatives to SRV
SRV has a PortfoliosLab risk / return rank of 53. There are 58 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | SRV vs RSNYX | |
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | SRV vs RSNRX | |
| Delaware Ivy Energy Fund | 92 | — | Apr 2006 | SRV vs IEYYX | |
| Recurrent MLP & Infrastructure Fund | 92 | — | Nov 2017 | SRV vs RMLPX | |
| Vanguard Energy Opportunities Fund Admiral Shares | 91 | 6.90B | Nov 2001 | SRV vs VGELX |
Top Performing SRV Alternatives (YTD)
SRV is at 28.82% YTD. There are 16 mutual funds in the Energy Equities category with higher YTD returns, going as high as 53.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 53.27% | — | Jun 2006 | SRV vs OEPIX | |
| Fidelity Select Energy Portfolio | 39.98% | — | Jul 1981 | SRV vs FSENX | |
| Recurrent MLP & Infrastructure Fund | 39.48% | — | Nov 2017 | SRV vs RMLPX | |
| Guinness Atkinson Global Energy Fund | 37.53% | — | Jun 2004 | SRV vs GAGEX | |
| Vanguard Energy Index Fund Admiral Shares | 35.05% | 11.00B | Oct 2004 | SRV vs VENAX |
Lowest Volatility Alternatives to SRV
SRV has 21.48% 1-year volatility. There are 82 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.12% | — | Dec 2016 | SRV vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | SRV vs SBMBX | |
| JHancock Infrastructure Fund | 9.99% | — | Dec 2013 | SRV vs JEEIX | |
| Centre Global Infrastructure Fund | 10.12% | — | Jan 2018 | SRV vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.13% | — | May 2004 | SRV vs CSUIX |
Lowest Drawdown Alternatives to SRV
SRV has a 1-year max drawdown of -13.13%. There are 72 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.49%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | SRV vs PAXDX | |
| EIP Growth and Income Fund | -4.51% | — | Aug 2006 | SRV vs EIPIX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | SRV vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | SRV vs SBMBX | |
| Invesco SteelPath MLP Alpha Fund | -5.93% | — | Mar 2010 | SRV vs MLPOX |
Other Mutual Funds from NXG
The 1 most viewed NXG mutual funds shown here include NXG and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| NXG NextGen Infrastructure Income Fund | Infrastructure Equities, Global Equity Income | 40 | 24.06% | — | Sep 2012 | SRV vs NXG |
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.
Compare SRV with Any Fund or Stock
Compare SRV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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