SVPFX Alternatives & Similar Mutual Funds

Goldman Sachs Strategic Volatility Premium Fund (SVPFX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SVPFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SVPFX

SVPFX charges 0.38% annually. There are 105 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	SVPFX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	SVPFX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	SVPFX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	SVPFX vs FLCPX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	—	Sep 2014	SVPFX vs SSSYX

Best Risk-Adjusted Alternatives to SVPFX

SVPFX has a PortfoliosLab risk / return rank of 70. There are 74 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	96	17.20B	Dec 2004	SVPFX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	95	92.00B	Nov 2001	SVPFX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	94	—	Nov 2004	SVPFX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	SVPFX vs GTLOX
IGIAX	Integrity ESG Growth & Income Fund	91	—	Jan 1995	SVPFX vs IGIAX

Top Performing SVPFX Alternatives (YTD)

SVPFX is at 1.59% YTD. There are 361 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	33.95%	17.20B	Dec 2004	SVPFX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	29.80%	92.00B	Nov 2001	SVPFX vs VPMAX
IGIAX	Integrity ESG Growth & Income Fund	27.12%	—	Jan 1995	SVPFX vs IGIAX
FLCKX	Fidelity Leveraged Company Stock Fund Class K	27.04%	—	May 2008	SVPFX vs FLCKX
FLVCX	Fidelity Leveraged Company Stock Fund	26.99%	—	Dec 2000	SVPFX vs FLVCX

Lowest Volatility Alternatives to SVPFX

SVPFX has 2.40% 1-year volatility. There is 1 mutual fund in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.29%	—	Jun 2013	SVPFX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.39%	—	Jul 2012	SVPFX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.40%	—	Jul 2012	SVPFX vs AUEIX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	8.59%	—	May 2015	SVPFX vs FSUVX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.72%	—	Aug 2018	SVPFX vs JEPIX

Lowest Drawdown Alternatives to SVPFX

SVPFX has a 1-year max drawdown of -1.33%. No mutual funds in the Large Cap Blend Equities category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -2.66%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	SVPFX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	SVPFX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	SVPFX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	SVPFX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	SVPFX vs AMFEX

Other Mutual Funds from Goldman Sachs

The 10 most viewed Goldman Sachs mutual funds shown here include GSIMX, GSINX, GCIIX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GSIMX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	16	3.65%	—	Dec 2016	SVPFX vs GSIMX
GSINX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	16	3.57%	—	Dec 2016	SVPFX vs GSINX
GCIIX	Goldman Sachs International Equity Insights Fund	Foreign Large Cap Equities	61	14.14%	—	Aug 1997	SVPFX vs GCIIX
GICIX	Goldman Sachs International Small Cap Insights Fun...	Foreign Small & Mid Cap Equities	64	14.59%	—	Sep 2007	SVPFX vs GICIX
GSBFX	Goldman Sachs Income Builder Fund	Diversified Portfolio	77	5.76%	—	Oct 1994	SVPFX vs GSBFX
GCGIX	Goldman Sachs Large Cap Growth Insights Fund	Large Cap Growth Equities	15	0.41%	—	May 1997	SVPFX vs GCGIX
GSPKX	Goldman Sachs U.S. Equity Dividend and Premium Fun...	Large Cap Blend Equities	77	9.85%	—	Aug 2005	SVPFX vs GSPKX
GSIFX	Goldman Sachs International Equity ESG Fund Class ...	Foreign Large Cap Equities, ESG	18	7.73%	—	Dec 1992	SVPFX vs GSIFX
GGSIX	Goldman Sachs Growth Strategy Portfolio	Global Allocation	68	10.03%	—	Jan 1998	SVPFX vs GGSIX
GSRAX	Goldman Sachs Rising Dividend Growth Fund	Large Cap Blend Equities, Dividend	43	11.89%	—	Mar 2004	SVPFX vs GSRAX

Often Compared With SVPFX

Investors most often compare SVPFX with AFIFX, GQEIX, BEQGX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AFIFX	American Funds Fundamental Investors Class F-1	Large Cap Blend Equities	68	14.21%	—	Mar 2001	SVPFX vs AFIFX
GQEIX	GQG Partners US Select Quality Equity Fund	Large Cap Blend Equities	4	2.94%	—	Sep 2018	SVPFX vs GQEIX
BEQGX	American Century Equity Growth Fund	Large Cap Blend Equities	59	7.57%	1.86B	May 1991	SVPFX vs BEQGX
BFSAX	BFS Equity Fund	Large Cap Blend Equities	—	—	—	Nov 2013	SVPFX vs BFSAX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	82	9.71%	—	Dec 1992	SVPFX vs SVSPX
FDFIX	Fidelity Flex 500 Index Fund	Large Cap Blend Equities	61	9.64%	—	Mar 2017	SVPFX vs FDFIX
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	62	9.63%	—	—	SVPFX vs FNILX
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	65	9.75%	143.85B	May 1997	SVPFX vs SWPPX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	65	10.41%	—	—	SVPFX vs FZROX
CFIMX	Clipper Fund	Large Cap Blend Equities	75	8.87%	—	Feb 1984	SVPFX vs CFIMX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	65	9.77%	1.70T	Nov 2000	SVPFX vs VFIAX
PFFSX	PFG Sector Equity Business Cycle Strategy Fund	Large Cap Blend Equities	61	13.56%	—	Apr 2020	SVPFX vs PFFSX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	65	10.33%	2.30T	Nov 2000	SVPFX vs VTSAX
MIGYX	Invesco Main Street Fund Class Y	Large Cap Blend Equities	37	5.43%	—	Nov 1996	SVPFX vs MIGYX
REDWX	Aspiration Redwood Fund	Large Cap Blend Equities	26	5.56%	—	Nov 2015	SVPFX vs REDWX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	Large Cap Blend Equities	65	10.35%	2.30T	Apr 2015	SVPFX vs VSMPX
AQEAX	Columbia Disciplined Core Fund	Large Cap Blend Equities	45	5.77%	—	Apr 2003	SVPFX vs AQEAX
SOPAX	ClearBridge Dividend Strategy Fund	Large Cap Blend Equities	35	5.73%	—	Nov 1992	SVPFX vs SOPAX
MXVIX	Great-West S&P 500 Index Fund	Large Cap Blend Equities	65	9.55%	—	Sep 2003	SVPFX vs MXVIX
YFSIX	AMG Yacktman Global Fund	Large Cap Blend Equities	19	22.44%	—	Jan 2017	SVPFX vs YFSIX

Compare SVPFX with Any Fund or Stock

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

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Diversifiers

Pair SVPFX with funds that move differently

Goldman Sachs Strategic Volatility Premium Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SVPFX.

Explore SVPFX Diversifiers

Goldman Sachs Strategic Volatility Premium Fund (SVPFX) Alternatives