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 103 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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	SVPFX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	SVPFX vs VFFSX
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
VSMPX	Vanguard Total Stock Market Index Fund Institution...	0.02%	2.20T	Apr 2015	SVPFX vs VSMPX

Best Risk-Adjusted Alternatives to SVPFX

SVPFX has a PortfoliosLab risk / return rank of 73. There are 99 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	15.30B	Dec 2004	SVPFX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	82.00B	Nov 2001	SVPFX vs VPMAX
DHAMX	Centre American Select Equity Fund	92	—	Dec 2011	SVPFX vs DHAMX
POSKX	PrimeCap Odyssey Stock Fund	91	—	Nov 2004	SVPFX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	91	—	Feb 2004	SVPFX vs GTLOX

Top Performing SVPFX Alternatives (YTD)

SVPFX is at 1.49% YTD. There are 366 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	29.33%	15.30B	Dec 2004	SVPFX vs VPCCX
YFSIX	AMG Yacktman Global Fund	27.94%	—	Jan 2017	SVPFX vs YFSIX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	27.79%	—	Dec 2015	SVPFX vs RESGX
ALSMX	Archer Multi Cap Fund	26.71%	—	Dec 2019	SVPFX vs ALSMX
IGIAX	Integrity ESG Growth & Income Fund	26.41%	—	Jan 1995	SVPFX vs IGIAX

Lowest Volatility Alternatives to SVPFX

SVPFX has 2.26% 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 2.26%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.26%	—	Jun 2013	SVPFX vs ORDNX
AUEIX	AQR Large Cap Defensive Style Fund	7.91%	—	Jul 2012	SVPFX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	7.91%	—	Jul 2012	SVPFX vs QUERX
FULVX	Fidelity U.S. Low Volatility Equity Fund	8.38%	—	Nov 2019	SVPFX vs FULVX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	8.39%	—	May 2015	SVPFX vs FSUVX

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	19	6.45%	—	Dec 2016	SVPFX vs GSIMX
GSINX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	19	6.39%	—	Dec 2016	SVPFX vs GSINX
GCIIX	Goldman Sachs International Equity Insights Fund	Foreign Large Cap Equities	43	12.60%	—	Aug 1997	SVPFX vs GCIIX
GSBFX	Goldman Sachs Income Builder Fund	Diversified Portfolio	73	5.23%	—	Oct 1994	SVPFX vs GSBFX
GICIX	Goldman Sachs International Small Cap Insights Fun...	Foreign Small & Mid Cap Equities	50	14.40%	—	Sep 2007	SVPFX vs GICIX
GCGIX	Goldman Sachs Large Cap Growth Insights Fund	Large Cap Growth Equities	24	6.18%	—	May 1997	SVPFX vs GCGIX
GSPKX	Goldman Sachs U.S. Equity Dividend and Premium Fun...	Large Cap Blend Equities	78	10.45%	—	Aug 2005	SVPFX vs GSPKX
GSIFX	Goldman Sachs International Equity ESG Fund Class ...	Foreign Large Cap Equities, ESG	12	6.83%	—	Dec 1992	SVPFX vs GSIFX
GSRAX	Goldman Sachs Rising Dividend Growth Fund	Large Cap Blend Equities, Dividend	42	11.61%	—	Mar 2004	SVPFX vs GSRAX
GGSIX	Goldman Sachs Growth Strategy Portfolio	Global Allocation	66	10.48%	—	Jan 1998	SVPFX vs GGSIX

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	74	15.10%	—	Mar 2001	SVPFX vs AFIFX
GQEIX	GQG Partners US Select Quality Equity Fund	Large Cap Blend Equities	7	7.72%	—	Sep 2018	SVPFX vs GQEIX
BEQGX	American Century Equity Growth Fund	Large Cap Blend Equities	68	10.28%	1.86B	May 1991	SVPFX vs BEQGX
BFSAX	BFS Equity Fund	Large Cap Blend Equities	—	—	—	Nov 2013	SVPFX vs BFSAX
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	71	11.56%	—	—	SVPFX vs FNILX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	88	11.63%	—	Dec 1992	SVPFX vs SVSPX
FDFIX	Fidelity Flex 500 Index Fund	Large Cap Blend Equities	70	11.53%	—	Mar 2017	SVPFX vs FDFIX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	72	12.01%	—	—	SVPFX vs FZROX
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	73	11.69%	145.00B	May 1997	SVPFX vs SWPPX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	73	11.69%	1.60T	Nov 2000	SVPFX vs VFIAX
CFIMX	Clipper Fund	Large Cap Blend Equities	79	9.25%	—	Feb 1984	SVPFX vs CFIMX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	71	11.98%	2.20T	Nov 2000	SVPFX vs VTSAX
MIGYX	Invesco Main Street Fund Class Y	Large Cap Blend Equities	42	6.11%	—	Nov 1996	SVPFX vs MIGYX
PFFSX	PFG Sector Equity Business Cycle Strategy Fund	Large Cap Blend Equities	66	15.18%	—	Apr 2020	SVPFX vs PFFSX
SOPAX	ClearBridge Dividend Strategy Fund	Large Cap Blend Equities	31	5.76%	—	Nov 1992	SVPFX vs SOPAX
AQEAX	Columbia Disciplined Core Fund	Large Cap Blend Equities	50	7.76%	—	Apr 2003	SVPFX vs AQEAX
REDWX	Aspiration Redwood Fund	Large Cap Blend Equities	35	8.62%	—	Nov 2015	SVPFX vs REDWX
VGIAX	Vanguard Growth and Income Fund Admiral Shares	Large Cap Blend Equities	63	10.47%	18.00B	May 2001	SVPFX vs VGIAX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	59	7.66%	—	Mar 2025	SVPFX vs FGJEX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	72	11.99%	33.40B	May 2001	SVPFX vs VITPX

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