SEI Institutional Managed Trust U.S. Managed Volatility Fund (SVOAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SVOAX
SVOAX charges 0.90% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among SVOAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | SVOAX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | SVOAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | SVOAX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | SVOAX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | SVOAX vs VVIAX |
Best Risk-Adjusted Alternatives to SVOAX
Among mutual funds in the Large Cap Value Equities 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 94 | Mar 2, 2016 | SVOAX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | SVOAX vs FGINX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | SVOAX vs TOWFX | |
| Al Frank Fund | 87 | May 1, 2006 | SVOAX vs VALAX | |
| Neiman Large Cap Value Fund | 87 | Apr 1, 2003 | SVOAX vs NEIMX |
Top Performing SVOAX Alternatives (YTD)
SVOAX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 19.97% | Jan 1, 1984 | SVOAX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | SVOAX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.80% | Jun 29, 2021 | SVOAX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | SVOAX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | SVOAX vs SVAIX |
Lowest Volatility Alternatives to SVOAX
SVOAX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.71% | Feb 1, 2021 | SVOAX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.54% | Dec 1, 1973 | SVOAX vs RIDAX | |
| Rational Equity Armor Fund | 11.06% | Feb 28, 2001 | SVOAX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | SVOAX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | SVOAX vs ACIIX |
Lowest Drawdown Alternatives to SVOAX
SVOAX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | SVOAX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | SVOAX vs HDCTX | |
| GQG Partners US Quality Dividend Income Fund | -8.17% | Jun 29, 2021 | SVOAX vs GQHPX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | SVOAX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | SVOAX vs RIDAX |
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Often Compared With SVOAX
What investors most often compare with SVOAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Hartford Multifactor Emerging Markets ETF | Emerging Markets Equities | 92 | 6.58% | Feb 26, 2015 | SVOAX vs ROAM | |
| Simplify Volatility Premium ETF | Volatility, Actively Managed | 16 | -7.62% | May 12, 2021 | SVOAX vs SVOL | |
| iShares iBoxx $ High Yield Corporate Bond ETF | High Yield Bonds | 73 | -0.11% | Apr 11, 2007 | SVOAX vs HYG | |
| Vanguard S&P 500 ETF | S&P 500 | 60 | -3.66% | Sep 7, 2010 | SVOAX vs VOO | |
| Vanguard Total Bond Market ETF | Total Bond Market | 50 | 0.09% | Apr 3, 2007 | SVOAX vs BND | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 52 | 2.07% | Oct 1, 2002 | SVOAX vs TILVX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 73 | 9.21% | Nov 1, 1996 | SVOAX vs HFCVX | |
| 1789 Growth and Income Fund | Large Cap Value Equities | 24 | -0.58% | Jan 21, 2011 | SVOAX vs PSECX |
Compare SVOAX with Any Fund or Stock
Compare SVOAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.