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 199 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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | SVOAX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | SVOAX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | SVOAX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | SVOAX vs VVIAX |
Best Risk-Adjusted Alternatives to SVOAX
SVOAX has a PortfoliosLab risk / return rank of 25. There are 288 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 | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | SVOAX vs IDIVX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | SVOAX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | SVOAX vs AVLVX |
Top Performing SVOAX Alternatives (YTD)
SVOAX is at 5.59% YTD. There are 298 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.85%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 24.85% | — | Jun 2015 | SVOAX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 23.42% | — | Nov 1935 | SVOAX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.26% | — | Jun 2022 | SVOAX vs AVLVX | |
| Al Frank Fund | 22.41% | — | May 2006 | SVOAX vs VALAX | |
| AMG Yacktman Focused Fund | 21.86% | — | May 1997 | SVOAX vs YAFFX |
Lowest Volatility Alternatives to SVOAX
SVOAX has 8.85% 1-year volatility. There are 9 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | SVOAX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | SVOAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | SVOAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | SVOAX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.50% | — | Dec 2007 | SVOAX vs TMMAX |
Lowest Drawdown Alternatives to SVOAX
SVOAX has a 1-year max drawdown of -5.39%. There are 12 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | SVOAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | SVOAX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | SVOAX vs BUFBX | |
| 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 ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 38 | 14.88% | — | Sep 2021 | SVOAX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 10.85% | — | Jul 1993 | SVOAX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | SVOAX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 63 | 12.04% | — | May 2011 | SVOAX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 74 | 11.53% | — | Dec 1991 | SVOAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.30% | — | Jul 2010 | SVOAX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 39 | 6.19% | — | Aug 2005 | SVOAX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 49 | 34.92% | — | Apr 2000 | SVOAX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 77 | 7.24% | — | Oct 2007 | SVOAX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 73 | 13.68% | — | Sep 1999 | SVOAX vs FAMRX |
Often Compared With SVOAX
Investors most often compare SVOAX with ROAM, SVOL, HYG. These 20 comparison targets span 13 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