SEI Institutional Managed Trust Global Managed Volatility Fund (SVTAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SVTAX
SVTAX charges 1.11% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among SVTAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | SVTAX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | SVTAX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | SVTAX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | SVTAX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | SVTAX vs VMNVX |
Best Risk-Adjusted Alternatives to SVTAX
Among mutual funds in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | SVTAX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | SVTAX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | SVTAX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | SVTAX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | SVTAX vs GLIFX |
Top Performing SVTAX Alternatives (YTD)
SVTAX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | SVTAX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | SVTAX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | SVTAX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | SVTAX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | SVTAX vs GQRIX |
Lowest Volatility Alternatives to SVTAX
SVTAX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | SVTAX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | SVTAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | SVTAX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | SVTAX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | SVTAX vs GLIFX |
Lowest Drawdown Alternatives to SVTAX
SVTAX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | SVTAX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | SVTAX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | SVTAX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | SVTAX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | SVTAX vs FGIAX |
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Often Compared With SVTAX
What investors most often compare with SVTAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| S&P 500 Index | 74 | -4.63% | — | SVTAX vs ^GSPC | ||
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | SVTAX vs VOO | |
| Vanguard Total World Stock ETF | Global Equities | 77 | -1.71% | Jun 24, 2008 | SVTAX vs VT | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | SVTAX vs SCHD | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | SVTAX vs FMIEX | |
| JPMorgan Global Allocation Fund A | Global Equities | 30 | -5.28% | May 31, 2011 | SVTAX vs GAOAX |
Compare SVTAX with Any Fund or Stock
Compare SVTAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.