SEI Institutional Managed Trust Global Managed Volatility Fund (SVTAX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SVTAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SVTAX
SVTAX charges 1.11% annually. There are 166 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | SVTAX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | SVTAX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | SVTAX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | SVTAX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | SVTAX vs VMNVX |
Best Risk-Adjusted Alternatives to SVTAX
SVTAX has a PortfoliosLab risk / return rank of 12. There are 205 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | SVTAX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 94 | 3.90B | May 1984 | SVTAX vs VGPMX | |
| GMO Climate Change Fund | 92 | — | Apr 2017 | SVTAX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | SVTAX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | SVTAX vs JGYIX |
Top Performing SVTAX Alternatives (YTD)
SVTAX is at 3.52% YTD. There are 213 mutual funds in the Global Equities category with higher YTD returns, going as high as 26.80%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Climate Change Fund | 26.80% | — | Apr 2017 | SVTAX vs GCCHX | |
| Oberweis Global Opportunities Fund | 26.78% | — | Jan 1987 | SVTAX vs OBEGX | |
| LSV Global Value Fund | 24.84% | — | Jun 2014 | SVTAX vs LVAGX | |
| Ariel Global Fund | 24.09% | — | Dec 2011 | SVTAX vs AGLOX | |
| American Funds The New Economy Fund® Class F-2 | 22.96% | — | Aug 2008 | SVTAX vs NEFFX |
Lowest Volatility Alternatives to SVTAX
SVTAX has 7.22% 1-year volatility. There are 2 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.82%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.82% | 2.00B | Dec 2013 | SVTAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.84% | 2.00B | Dec 2013 | SVTAX vs VMNVX | |
| MFS Global Total Return Fund Class I | 7.39% | — | Sep 1990 | SVTAX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.63% | — | Jan 2016 | SVTAX vs SGMAX | |
| MFS Low Volatility Global Equity Fund | 8.16% | — | Dec 2013 | SVTAX vs MVGIX |
Lowest Drawdown Alternatives to SVTAX
SVTAX has a 1-year max drawdown of -5.99%. There are 6 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | SVTAX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | SVTAX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | SVTAX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | SVTAX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | SVTAX vs LVAFX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 76 | 20.81% | — | Jan 2000 | SVTAX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.11% | 13.70B | Feb 2004 | SVTAX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 5.85% | 11.90B | Sep 1994 | SVTAX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.07% | 28.60B | Sep 1994 | SVTAX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 74 | 11.54% | — | Jul 1993 | SVTAX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 32 | 12.58% | — | Sep 2021 | SVTAX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.57% | — | May 2011 | SVTAX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 91 | 12.00% | — | Dec 2012 | SVTAX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 76 | 11.37% | — | Dec 1991 | SVTAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 14.60% | — | Jul 2010 | SVTAX vs ASFYX |
Often Compared With SVTAX
Investors most often compare SVTAX with VT, ^GSPC, VOO. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SVTAX with Any Fund or Stock
Compare SVTAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SVTAX with funds that move differently
SEI Institutional Managed Trust Global Managed Volatility Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SVTAX.
Explore SVTAX Diversifiers