SVOAX Alternatives & Similar Mutual Funds

SEI Institutional Managed Trust U.S. Managed Volatility Fund (SVOAX) belongs to the Low Volatility category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SVOAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SVOAX

SVOAX charges 0.90% annually. There are 14 mutual funds in the Low Volatility category with lower expense ratios, going as low as 0.11%.

Symbol	Name	Expense Ratio	AUM	Inception
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	0.11%	—	May 2015	SVOAX vs FSUVX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	0.14%	2.00B	Dec 2013	SVOAX vs VMNVX
FSKLX	Fidelity SAI International Low Volatility Index Fu...	0.17%	—	May 2015	SVOAX vs FSKLX
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	0.21%	2.00B	Dec 2013	SVOAX vs VMVFX
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	0.23%	—	Jan 2019	SVOAX vs FGKPX

Best Risk-Adjusted Alternatives to SVOAX

SVOAX has a PortfoliosLab risk / return rank of 63. There are 11 mutual funds in the Low Volatility category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAFX	LSV Global Managed Volatility Fund	97	—	Jun 2014	SVOAX vs LVAFX
SGMAX	SEI Institutional Investments Trust Global Managed...	93	—	Jan 2016	SVOAX vs SGMAX
LVAMX	LSV U.S. Managed Volatility Fund	93	—	Jun 2014	SVOAX vs LVAMX
IFTIX	Voya International High Dividend Low Volatility Po...	89	—	Jan 2006	SVOAX vs IFTIX
IGHAX	Voya Global High Dividend Low Volatility Portfolio	84	—	Jan 2008	SVOAX vs IGHAX

Top Performing SVOAX Alternatives (YTD)

SVOAX is at 9.20% YTD. There are 13 mutual funds in the Low Volatility category with higher YTD returns, going as high as 17.34%.

Symbol	Name	YTD Return	AUM	Inception
LVAFX	LSV Global Managed Volatility Fund	17.34%	—	Jun 2014	SVOAX vs LVAFX
LVAMX	LSV U.S. Managed Volatility Fund	15.50%	—	Jun 2014	SVOAX vs LVAMX
IFTIX	Voya International High Dividend Low Volatility Po...	15.40%	—	Jan 2006	SVOAX vs IFTIX
UGOFX	USAA Global Managed Volatility Fund	13.74%	—	Jul 2008	SVOAX vs UGOFX
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	12.75%	—	Jan 2019	SVOAX vs FGKPX

Lowest Volatility Alternatives to SVOAX

SVOAX has 9.23% 1-year volatility. There are 9 mutual funds in the Low Volatility category with lower 1-year volatility, going as low as 6.99%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	6.99%	2.00B	Dec 2013	SVOAX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.01%	2.00B	Dec 2013	SVOAX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.42%	—	Jul 2006	SVOAX vs SVTAX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.56%	—	Jan 2016	SVOAX vs SGMAX
MVGIX	MFS Low Volatility Global Equity Fund	8.30%	—	Dec 2013	SVOAX vs MVGIX

Lowest Drawdown Alternatives to SVOAX

SVOAX has a 1-year max drawdown of -5.39%. There are 2 mutual funds in the Low Volatility category with shallower 1-year drawdowns, going as shallow as -5.09%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVYAX	SEI Institutional Investments Trust U.S. Managed V...	-5.09%	—	Dec 2008	SVOAX vs SVYAX
LVAMX	LSV U.S. Managed Volatility Fund	-5.13%	—	Jun 2014	SVOAX vs LVAMX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	SVOAX vs LVAFX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	-5.78%	—	Dec 2007	SVOAX vs TMMAX
SGMAX	SEI Institutional Investments Trust Global Managed...	-5.88%	—	Jan 2016	SVOAX vs SGMAX

Other Mutual Funds from BlackRock

The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories. AUM among these funds goes as high as $12B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	29	10.45%	—	Sep 2021	SVOAX vs ECAT
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	63	9.34%	—	Jul 1993	SVOAX vs WFSPX
BDMIX	BlackRock Global Equity Market Neutral Fund Class ...	Equity Market Neutral	97	12.04%	—	Dec 2012	SVOAX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund - Institutional...	Target Retirement Date	70	11.03%	—	May 2011	SVOAX vs LIVIX
BDJ	BlackRock Enhanced Equity Dividend Trust	Derivative Income	64	8.08%	—	Aug 2005	SVOAX vs BDJ
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	30	22.08%	—	May 2000	SVOAX vs BGSAX
FAMRX	Fidelity Asset Manager 85% Fund	Diversified Portfolio	74	12.22%	—	Sep 1999	SVOAX vs FAMRX
VTMSX	Vanguard Tax-Managed Small-Cap Fund Admiral Shares	Small Cap Blend Equities	84	21.93%	11.50B	Mar 1999	SVOAX vs VTMSX
BDMAX	BlackRock Global Equity Market Neutral Fund	Equity Market Neutral	97	11.82%	—	Dec 2012	SVOAX vs BDMAX
BSIIX	BlackRock Strategic Income Opportunities Fund Clas...	Total Bond Market	64	1.03%	—	Feb 2008	SVOAX vs BSIIX

Often Compared With SVOAX

Investors most often compare SVOAX with ROAM, SVOL, HYG. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ROAM	Hartford Multifactor Emerging Markets ETF	Emerging Markets Equities	78	16.88%	106.24M	Feb 2015	SVOAX vs ROAM
SVOL	Simplify Volatility Premium ETF	Volatility	38	1.82%	523.04M	May 2021	SVOAX vs SVOL
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	High Yield Bonds	59	1.54%	17.11B	Apr 2007	SVOAX vs HYG
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	SVOAX vs VOO
BND	Vanguard Total Bond Market ETF	Total Bond Market	29	-0.54%	398.10B	Apr 2007	SVOAX vs BND
ACTIX	Advisors Capital Tactical Fixed Income Fund	Large Cap Value Equities	12	-0.84%	—	Feb 2021	SVOAX vs ACTIX
VIVIX	Vanguard Value Index Fund Institutional Shares	Large Cap Value Equities	93	16.66%	—	Jul 1998	SVOAX vs VIVIX
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	39	11.51%	—	Jan 2000	SVOAX vs NASDX
TWEIX	American Century Equity Income Fund	Dividend, Large Cap Value Equities	83	13.18%	6.45B	Aug 1994	SVOAX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	Dividend, Large Cap Value Equities	84	13.38%	—	Jul 1998	SVOAX vs ACIIX
RIDAX	The Income Fund of America Class R-1	Large Cap Value Equities	76	7.96%	—	Dec 1973	SVOAX vs RIDAX
HFCVX	Hennessy Cornerstone Value Fund	Large Cap Value Equities	95	16.57%	—	Nov 1996	SVOAX vs HFCVX
VVIAX	Vanguard Value Index Fund Admiral Shares	Large Cap Value Equities	93	16.65%	254.20B	Nov 2000	SVOAX vs VVIAX
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	94	15.85%	—	Mar 2005	SVOAX vs SVAIX
ASFYX	Virtus AlphaSimplex Managed Futures Strategy Fund ...	Systematic Trend	66	9.56%	—	Jul 2010	SVOAX vs ASFYX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	89	11.54%	—	Jul 1999	SVOAX vs AUXFX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	36	6.06%	—	Feb 2001	SVOAX vs HDCTX
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	Large Cap Value Equities	90	14.47%	—	Dec 2012	SVOAX vs FBLEX
VALAX	Al Frank Fund	Large Cap Value Equities	93	20.70%	—	May 2006	SVOAX vs VALAX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	18	5.46%	13.90B	Feb 2004	SVOAX vs VFAIX

Compare SVOAX with Any Fund or Stock

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

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Diversifiers

Pair SVOAX with funds that move differently

SEI Institutional Managed Trust U.S. Managed Volatility Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SVOAX.

Explore SVOAX Diversifiers

SEI Institutional Managed Trust U.S. Managed Volatility Fund (SVOAX) Alternatives