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 530 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | ACV vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ACV vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | ACV vs FYMIX |
Best Risk-Adjusted Alternatives to ACV
ACV has a PortfoliosLab risk / return rank of 62. There are 297 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 | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | ACV vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | ACV vs AYBLX |
Top Performing ACV Alternatives (YTD)
ACV is at 8.46% YTD. There are 168 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | ACV vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | ACV vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | ACV vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | ACV vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | ACV vs TIBIX |
Lowest Volatility Alternatives to ACV
ACV has 17.71% 1-year volatility. There are 532 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 Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | ACV vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | ACV vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | ACV vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | ACV vs CSTAX |
Lowest Drawdown Alternatives to ACV
ACV has a 1-year max drawdown of -14.81%. There are 534 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 | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | ACV vs CSTAX |
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 | 29 | 25.85% | — | Oct 2019 | ACV vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 3.03% | — | Feb 2006 | ACV vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -4.24% | — | Mar 2018 | ACV vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 9 | 8.88% | — | Oct 1996 | ACV vs PKSFX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | 1.15% | — | Jun 2009 | ACV vs VIMCX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 6 | 4.85% | — | Oct 1995 | ACV vs PSTAX | |
| The Merger Fund | Event Driven | 97 | 1.74% | — | Jan 1989 | ACV vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -2.83% | — | Jun 2006 | ACV vs PXSGX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 40 | 14.90% | — | Dec 2010 | ACV vs EDF | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 1.83% | — | Sep 1940 | ACV vs NAINX |
Often Compared With ACV
Investors most often compare ACV with NIE, AVK, BWBIX. These 20 comparison targets span 7 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