SEI Institutional Managed Trust S&P 500 Index Fund (SSPIX) Alternatives

SEI Institutional Managed Trust S&P 500 Index Fund (SSPIX) 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 SSPIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to SSPIX

SSPIX charges 0.25% annually. Among mutual funds in the S&P 500 category, these options have the lowest expense ratios among SSPIX alternatives.

Symbol	Name	Expense Ratio	Inception
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	Jul 1, 2019	SSPIX vs BSPGX
SWPPX	Schwab S&P 500 Index Fund	0.02%	May 19, 1997	SSPIX vs SWPPX
FXAIX	Fidelity 500 Index Fund	0.02%	Feb 17, 1988	SSPIX vs FXAIX
WFSPX	iShares S&P 500 Index Fund	0.03%	Jul 30, 1993	SSPIX vs WFSPX
BSPIX	iShares S&P 500 Index Fund Institutional Class	0.10%	Apr 28, 1993	SSPIX vs BSPIX

Best Risk-Adjusted Alternatives to SSPIX

Among mutual funds in the S&P 500 category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
PUTW	WisdomTree Equity Premium Income Fund	72	Feb 24, 2016	SSPIX vs PUTW
SWPPX	Schwab S&P 500 Index Fund	46	May 19, 1997	SSPIX vs SWPPX
FXAIX	Fidelity 500 Index Fund	46	Feb 17, 1988	SSPIX vs FXAIX
WFSPX	iShares S&P 500 Index Fund	46	Jul 30, 1993	SSPIX vs WFSPX
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	45	Sep 30, 1993	SSPIX vs DSPIX

Top Performing SSPIX Alternatives (YTD)

SSPIX alternatives from the S&P 500 category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	0.17%	Sep 10, 2017	SSPIX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	-1.41%	Jul 28, 1997	SSPIX vs VADDX
PUTW	WisdomTree Equity Premium Income Fund	-1.66%	Feb 24, 2016	SSPIX vs PUTW
FXAIX	Fidelity 500 Index Fund	-7.05%	Feb 17, 1988	SSPIX vs FXAIX
WFSPX	iShares S&P 500 Index Fund	-7.06%	Jul 30, 1993	SSPIX vs WFSPX

Lowest Volatility Alternatives to SSPIX

SSPIX alternatives from the S&P 500 category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	14.28%	Sep 10, 2017	SSPIX vs KNGLX
PUTW	WisdomTree Equity Premium Income Fund	14.33%	Feb 24, 2016	SSPIX vs PUTW
BXMX	Nuveen S&P 500 Buy-Write Income Fund	16.43%	Nov 25, 2004	SSPIX vs BXMX
VADDX	Invesco Equally-Weighted S&P 500 Fund	17.17%	Jul 28, 1997	SSPIX vs VADDX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	17.85%	Mar 1, 2001	SSPIX vs PLFIX

Lowest Drawdown Alternatives to SSPIX

SSPIX alternatives from the S&P 500 category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
PUTW	WisdomTree Equity Premium Income Fund	-9.90%	Feb 24, 2016	SSPIX vs PUTW
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	-10.91%	Sep 10, 2017	SSPIX vs KNGLX
BXMX	Nuveen S&P 500 Buy-Write Income Fund	-11.42%	Nov 25, 2004	SSPIX vs BXMX
SWPPX	Schwab S&P 500 Index Fund	-12.10%	May 19, 1997	SSPIX vs SWPPX
WFSPX	iShares S&P 500 Index Fund	-12.11%	Jul 30, 1993	SSPIX vs WFSPX

Other Mutual Funds from BlackRock

Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	51	-9.12%	Jan 18, 2000	SSPIX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	7	-11.11%	Feb 4, 2004	SSPIX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	68	-3.56%	Sep 6, 1994	SSPIX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	46	-6.78%	Sep 6, 1994	SSPIX vs VTCLX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	16	-6.71%	Sep 28, 2021	SSPIX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	62	-4.27%	May 30, 2011	SSPIX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	70	-2.99%	Dec 30, 1991	SSPIX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	8	6.59%	Jul 30, 2010	SSPIX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	27	-7.23%	Aug 30, 2005	SSPIX vs BDJ
BDMIX	BlackRock Global Long/Short Equity Fund Class I	Long-Short	96	3.57%	Dec 20, 2012	SSPIX vs BDMIX

Often Compared With SSPIX

What investors most often compare with SSPIX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
FCNTX	Fidelity Contrafund Fund	Large Cap Growth Equities	44	-8.57%	May 17, 1967	SSPIX vs FCNTX
GRISX	Nationwide S&P 500 Index Fund	S&P 500	43	-7.15%	Nov 2, 1998	SSPIX vs GRISX
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	SSPIX vs VOO
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	65	-4.01%	Jun 27, 2016	SSPIX vs VTI
VT	Vanguard Total World Stock ETF	Global Equities	77	-1.71%	Jun 24, 2008	SSPIX vs VT
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	46	-6.75%	Nov 13, 2000	SSPIX vs VTSAX
VOOG	Vanguard S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	66	-8.17%	Apr 5, 2019	SSPIX vs VOOG
VWCE.DE	Vanguard FTSE All-World UCITS ETF	Global Equities	45	-2.48%	Jul 23, 2019	SSPIX vs VWCE.DE
BIZD	VanEck Vectors BDC Income ETF	Financials Equities	2	-9.73%	Feb 11, 2013	SSPIX vs BIZD
USPRX	Victory 500 Index Fund	S&P 500	42	-7.11%	May 1, 2002	SSPIX vs USPRX

Compare SSPIX with Any Fund or Stock

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

Symbol name

SEI Institutional Managed Trust S&P 500 Index Fund

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