SEI Institutional Investments Trust U.S. Managed Volatility Fund (SVYAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SVYAX
SVYAX charges 0.72% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among SVYAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | SVYAX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | SVYAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | SVYAX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | SVYAX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | SVYAX vs TILVX |
Best Risk-Adjusted Alternatives to SVYAX
Among mutual funds in the Large Cap Value 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 International High Dividend Yield Index F... | 92 | Mar 2, 2016 | SVYAX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | SVYAX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | SVYAX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | SVYAX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | SVYAX vs VALAX |
Top Performing SVYAX Alternatives (YTD)
SVYAX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | SVYAX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | SVYAX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | SVYAX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | SVYAX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | SVYAX vs HFCVX |
Lowest Volatility Alternatives to SVYAX
SVYAX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | SVYAX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | SVYAX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | SVYAX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | SVYAX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | SVYAX vs ACIIX |
Lowest Drawdown Alternatives to SVYAX
SVYAX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | SVYAX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | SVYAX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | SVYAX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | SVYAX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | SVYAX vs PSECX |
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Often Compared With SVYAX
What investors most often compare with SVYAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.06% | Dec 20, 2017 | SVYAX vs SWLGX |
Compare SVYAX with Any Fund or Stock
Compare SVYAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.