SEI Institutional Managed Trust U.S. Managed Volatility Fund (SVOAX) belongs to the Large Cap Value Equities 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 203 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | SVOAX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | SVOAX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | SVOAX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | SVOAX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | SVOAX vs TILVX |
Best Risk-Adjusted Alternatives to SVOAX
SVOAX has a PortfoliosLab risk / return rank of 17. There are 302 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | SVOAX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | SVOAX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | SVOAX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | SVOAX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | SVOAX vs SABTX |
Top Performing SVOAX Alternatives (YTD)
SVOAX is at 4.43% YTD. There are 295 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | SVOAX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | SVOAX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | SVOAX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | SVOAX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | SVOAX vs PXTIX |
Lowest Volatility Alternatives to SVOAX
SVOAX has 8.66% 1-year volatility. There are 12 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | SVOAX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | SVOAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | SVOAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | SVOAX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | SVOAX vs FLCCX |
Lowest Drawdown Alternatives to SVOAX
SVOAX has a 1-year max drawdown of -5.39%. There are 17 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | SVOAX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | SVOAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | SVOAX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | SVOAX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | SVOAX vs SVAIX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | SVOAX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | SVOAX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | SVOAX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | SVOAX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | SVOAX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | SVOAX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | SVOAX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | SVOAX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | SVOAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | SVOAX vs ASFYX |
Often Compared With SVOAX
Investors most often compare SVOAX with ROAM, SVOL, HYG. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare SVOAX with Any Fund or Stock
Compare SVOAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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