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 | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SVPFX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SVPFX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SVPFX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SVPFX vs FLCPX | |
| 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 94. No mutual funds in the Large Cap Blend Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pin Oak Equity | 92 | — | Aug 1992 | SVPFX vs POGSX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | SVPFX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | SVPFX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | SVPFX vs VPMAX | |
| PRIMECAP Odyssey Growth Fund | 90 | — | Nov 2004 | SVPFX vs POGRX |
Top Performing SVPFX Alternatives (YTD)
SVPFX is at 1.80% YTD. There are 382 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.63% | 17.20B | Dec 2004 | SVPFX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 25.33% | — | Nov 2004 | SVPFX vs POGRX | |
| Integrity ESG Growth & Income Fund | 24.87% | — | Jan 1995 | SVPFX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.98% | — | Dec 2015 | SVPFX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 23.20% | 92.00B | Nov 2001 | SVPFX vs VPMAX |
Lowest Volatility Alternatives to SVPFX
SVPFX has 2.23% 1-year volatility. No mutual funds in the Large Cap Blend Equities category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | SVPFX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | SVPFX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | SVPFX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | SVPFX vs JEPIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.73% | — | May 2015 | SVPFX vs FSUVX |
Lowest Drawdown Alternatives to SVPFX
SVPFX has a 1-year max drawdown of -0.91%. 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 | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SVPFX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SVPFX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SVPFX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SVPFX vs QUERX | |
| 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.
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.
Compare SVPFX with Any Fund or Stock
Compare SVPFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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