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 33 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | 11.80B | Oct 2004 | SRV vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | SRV vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | 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 58. There are 20 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 | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 95 | — | Dec 2013 | SRV vs MLOZX | |
| Delaware Ivy Energy Fund | 93 | — | Apr 2006 | SRV vs IEYYX | |
| GMO Resources Fund | 86 | — | Dec 2011 | SRV vs GOFIX |
Top Performing SRV Alternatives (YTD)
SRV is at 31.90% YTD. There are 5 mutual funds in the Energy Equities category with higher YTD returns, going as high as 61.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 61.97% | — | Jun 2006 | SRV vs OEPIX | |
| Rydex Energy Services Fund | 37.59% | — | Mar 1998 | SRV vs RYVIX | |
| Victory Global Energy Transition Fund Class Y | 34.31% | — | May 2007 | SRV vs RSNYX | |
| Victory Global Energy Transition Fund | 34.09% | — | Nov 1995 | SRV vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | SRV vs MLOZX |
Lowest Volatility Alternatives to SRV
SRV has 19.52% 1-year volatility. There are 70 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.94% | — | Dec 2016 | SRV vs PAXDX | |
| JHancock Infrastructure Fund | 9.87% | — | Dec 2013 | SRV vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.87% | — | May 2004 | SRV vs CSUIX | |
| Centre Global Infrastructure Fund | 9.96% | — | Jan 2018 | SRV vs DHIVX | |
| EIP Growth and Income Fund (NEW) | 9.97% | — | Aug 2006 | SRV vs EIPIX |
Lowest Drawdown Alternatives to SRV
SRV has a 1-year max drawdown of -13.13%. There are 75 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 (NEW) | -4.51% | — | Aug 2006 | SRV vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | SRV vs MLOZX | |
| Centre Global Infrastructure Fund | -5.29% | — | Jan 2018 | SRV vs DHIVX | |
| Delaware Ivy Energy Fund | -5.56% | — | Apr 2006 | SRV vs IEYYX |
Other Mutual Funds from NXG
The 1 most viewed NXG mutual funds shown here include NXG and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| NXG NextGen Infrastructure Income Fund | Global Equity Income | 45 | 23.01% | — | Sep 2012 | SRV vs NXG |
Often Compared With SRV
Investors most often compare SRV with EMO, TYG, NML. These 20 comparison targets span 6 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