Virtus Diversified Income & Convertible Fund (ACV) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ACV. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ACV
ACV charges 2.69% annually. There are 529 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | ACV vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | ACV vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ACV vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | ACV vs BWBIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | ACV vs VTMFX |
Best Risk-Adjusted Alternatives to ACV
ACV has a PortfoliosLab risk / return rank of 61. There are 270 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | ACV vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | ACV vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | ACV vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | ACV vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | ACV vs AYBLX |
Top Performing ACV Alternatives (YTD)
ACV is at 10.21% YTD. There are 89 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | ACV vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | ACV vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | ACV vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | ACV vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | ACV vs SMIFX |
Lowest Volatility Alternatives to ACV
ACV has 17.28% 1-year volatility. There are 533 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | ACV vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | ACV vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | ACV vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | ACV vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | ACV vs CSTAX |
Lowest Drawdown Alternatives to ACV
ACV has a 1-year max drawdown of -14.81%. There are 535 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | ACV vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | ACV vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | ACV vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | ACV vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | ACV vs FSRKX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 48 | 32.52% | — | Oct 2019 | ACV vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.42% | — | Feb 2006 | ACV vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -7.39% | — | Mar 2018 | ACV vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 6.08% | — | Oct 1996 | ACV vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 4.90% | — | Oct 1995 | ACV vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | -0.23% | — | Jun 2009 | ACV vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.33% | — | Jan 1989 | ACV vs MERFX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 0.89% | — | Sep 1940 | ACV vs NAINX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 22 | 15.62% | — | Mar 1995 | ACV vs PHRAX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.38% | — | Jun 2006 | ACV vs PXSGX |
Often Compared With ACV
Investors most often compare ACV with NIE, AVK, FYMIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare ACV with Any Fund or Stock
Compare ACV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ACV with funds that move differently
Virtus Diversified Income & Convertible Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ACV.
Explore ACV Diversifiers