SVYAX Alternatives & Similar Mutual Funds

SEI Institutional Investments Trust U.S. Managed Volatility Fund (SVYAX) belongs to the Low Volatility category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SVYAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SVYAX

SVYAX charges 0.72% annually. There are 9 mutual funds in the Low Volatility category with lower expense ratios, going as low as 0.11%.

Symbol	Name	Expense Ratio	AUM	Inception
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	0.11%	—	May 2015	SVYAX vs FSUVX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	0.14%	2.00B	Dec 2013	SVYAX vs VMNVX
FSKLX	Fidelity SAI International Low Volatility Index Fu...	0.17%	—	May 2015	SVYAX vs FSKLX
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	0.21%	2.00B	Dec 2013	SVYAX vs VMVFX
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	0.23%	—	Jan 2019	SVYAX vs FGKPX

Best Risk-Adjusted Alternatives to SVYAX

SVYAX has a PortfoliosLab risk / return rank of 80. There are 7 mutual funds in the Low Volatility category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAFX	LSV Global Managed Volatility Fund	97	—	Jun 2014	SVYAX vs LVAFX
SGMAX	SEI Institutional Investments Trust Global Managed...	93	—	Jan 2016	SVYAX vs SGMAX
LVAMX	LSV U.S. Managed Volatility Fund	93	—	Jun 2014	SVYAX vs LVAMX
IFTIX	Voya International High Dividend Low Volatility Po...	89	—	Jan 2006	SVYAX vs IFTIX
IGHAX	Voya Global High Dividend Low Volatility Portfolio	84	—	Jan 2008	SVYAX vs IGHAX

Top Performing SVYAX Alternatives (YTD)

SVYAX is at 11.26% YTD. There are 10 mutual funds in the Low Volatility category with higher YTD returns, going as high as 17.34%.

Symbol	Name	YTD Return	AUM	Inception
LVAFX	LSV Global Managed Volatility Fund	17.34%	—	Jun 2014	SVYAX vs LVAFX
LVAMX	LSV U.S. Managed Volatility Fund	15.50%	—	Jun 2014	SVYAX vs LVAMX
IFTIX	Voya International High Dividend Low Volatility Po...	15.40%	—	Jan 2006	SVYAX vs IFTIX
UGOFX	USAA Global Managed Volatility Fund	13.74%	—	Jul 2008	SVYAX vs UGOFX
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	12.75%	—	Jan 2019	SVYAX vs FGKPX

Lowest Volatility Alternatives to SVYAX

SVYAX has 8.76% 1-year volatility. There are 6 mutual funds in the Low Volatility category with lower 1-year volatility, going as low as 6.99%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	6.99%	2.00B	Dec 2013	SVYAX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.01%	2.00B	Dec 2013	SVYAX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.42%	—	Jul 2006	SVYAX vs SVTAX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.56%	—	Jan 2016	SVYAX vs SGMAX
MVGIX	MFS Low Volatility Global Equity Fund	8.30%	—	Dec 2013	SVYAX vs MVGIX

Lowest Drawdown Alternatives to SVYAX

SVYAX has a 1-year max drawdown of -5.09%. No mutual funds in the Low Volatility category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -5.13%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
LVAMX	LSV U.S. Managed Volatility Fund	-5.13%	—	Jun 2014	SVYAX vs LVAMX
SVOAX	SEI Institutional Managed Trust U.S. Managed Volat...	-5.39%	—	Oct 2004	SVYAX vs SVOAX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	SVYAX vs LVAFX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	-5.78%	—	Dec 2007	SVYAX vs TMMAX
SGMAX	SEI Institutional Investments Trust Global Managed...	-5.88%	—	Jan 2016	SVYAX vs SGMAX

Other Mutual Funds from BlackRock

The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	29	10.45%	—	Sep 2021	SVYAX vs ECAT
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	63	9.34%	—	Jul 1993	SVYAX vs WFSPX
BDMIX	BlackRock Global Equity Market Neutral Fund Class ...	Equity Market Neutral	97	12.04%	—	Dec 2012	SVYAX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund - Institutional...	Target Retirement Date	70	11.03%	—	May 2011	SVYAX vs LIVIX
BDJ	BlackRock Enhanced Equity Dividend Trust	Derivative Income	64	8.08%	—	Aug 2005	SVYAX vs BDJ
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	30	22.08%	—	May 2000	SVYAX vs BGSAX
BDMAX	BlackRock Global Equity Market Neutral Fund Invest...	Equity Market Neutral	97	11.82%	—	Dec 2012	SVYAX vs BDMAX
MADVX	BlackRock Equity Dividend Fund	Large Cap Value Equities	87	15.65%	—	Nov 1988	SVYAX vs MADVX
BSIIX	BlackRock Strategic Income Opportunities Fund Clas...	Total Bond Market	64	1.03%	—	Feb 2008	SVYAX vs BSIIX
BRHYX	BlackRock High Yield K	High Yield Bonds	78	1.22%	—	Jan 2001	SVYAX vs BRHYX

Often Compared With SVYAX

Investors most often compare SVYAX with SWLGX, AVERX, AUXFX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	Large Cap Growth Equities	11	-0.51%	4.75B	Dec 2017	SVYAX vs SWLGX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	39	20.05%	—	Jan 1984	SVYAX vs AVERX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	89	11.54%	—	Jul 1999	SVYAX vs AUXFX
RIDAX	The Income Fund of America Class R-1	Large Cap Value Equities	76	7.96%	—	Dec 1973	SVYAX vs RIDAX
FLCOX	Fidelity Large Cap Value Index Fund	Large Cap Value Equities	94	20.05%	13.00B	Jun 2016	SVYAX vs FLCOX
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	39	11.51%	—	Jan 2000	SVYAX vs NASDX
TWEIX	American Century Equity Income Fund	Dividend, Large Cap Value Equities	83	13.18%	6.45B	Aug 1994	SVYAX vs TWEIX
FGINX	Delaware Growth and Income Fund	Large Cap Value Equities	98	22.97%	—	Oct 1993	SVYAX vs FGINX
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	94	15.85%	—	Mar 2005	SVYAX vs SVAIX
ACIIX	American Century Equity Income Fund Class I	Dividend, Large Cap Value Equities	84	13.38%	—	Jul 1998	SVYAX vs ACIIX
VALAX	Al Frank Fund	Large Cap Value Equities	93	20.70%	—	May 2006	SVYAX vs VALAX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	Large Cap Value Equities	94	20.05%	—	Dec 2017	SVYAX vs SWLVX
ASFYX	Virtus AlphaSimplex Managed Futures Strategy Fund ...	Systematic Trend	66	9.56%	—	Jul 2010	SVYAX vs ASFYX
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	Large Cap Value Equities	90	14.47%	—	Dec 2012	SVYAX vs FBLEX
FDGFX	Fidelity Dividend Growth Fund	Large Cap Blend Equities, Dividend	80	15.73%	—	Apr 1993	SVYAX vs FDGFX
GQHPX	GQG Partners US Quality Dividend Income Fund	Quality Factor, Large Cap Value Equities	62	13.55%	—	Jun 2021	SVYAX vs GQHPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	Large Cap Value Equities	12	-0.84%	—	Feb 2021	SVYAX vs ACTIX
DQIRX	BNY Mellon Equity Income Fund	Dividend, Large Cap Value Equities	87	13.79%	—	Jul 2006	SVYAX vs DQIRX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	25	6.35%	—	Jan 2011	SVYAX vs PSECX
YAFFX	AMG Yacktman Focused Fund	Large Cap Value Equities	89	24.36%	—	May 1997	SVYAX vs YAFFX

Compare SVYAX with Any Fund or Stock

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

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Diversifiers

Pair SVYAX with funds that move differently

SEI Institutional Investments Trust U.S. Managed Volatility Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SVYAX.

Explore SVYAX Diversifiers

SEI Institutional Investments Trust U.S. Managed Volatility Fund (SVYAX) Alternatives