SEI Institutional Investments Trust U.S. Managed Volatility Fund (SVYAX) belongs to the Large Cap Value Equities 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 139 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | SVYAX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | SVYAX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | SVYAX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | SVYAX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | SVYAX vs TILVX |
Best Risk-Adjusted Alternatives to SVYAX
SVYAX has a PortfoliosLab risk / return rank of 32. There are 258 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | SVYAX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | SVYAX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | SVYAX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | SVYAX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | SVYAX vs SABTX |
Top Performing SVYAX Alternatives (YTD)
SVYAX is at 7.27% YTD. There are 240 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | SVYAX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | SVYAX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | SVYAX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | SVYAX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | SVYAX vs PXTIX |
Lowest Volatility Alternatives to SVYAX
SVYAX has 8.72% 1-year volatility. There are 13 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | SVYAX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | SVYAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | SVYAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | SVYAX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | SVYAX vs FLCCX |
Lowest Drawdown Alternatives to SVYAX
SVYAX has a 1-year max drawdown of -5.09%. There are 12 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | SVYAX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | SVYAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | SVYAX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | SVYAX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | SVYAX vs SVAIX |
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 | 75 | 21.38% | — | Jan 2000 | SVYAX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | SVYAX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | SVYAX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | SVYAX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | SVYAX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | SVYAX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | SVYAX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | SVYAX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | SVYAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | SVYAX vs ASFYX |
Often Compared With SVYAX
Investors most often compare SVYAX with SWLGX, AUXFX, AVERX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare SVYAX with Any Fund or Stock
Compare SVYAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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