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Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) belongs to the Artificial Intelligence category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AIO. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Other Mutual Funds from Virtus

The 10 most viewed Virtus mutual funds shown here include ASFYX, SAMBX, PKSFX and span 7 categories.


Often Compared With AIO

Investors most often compare AIO with AIQ, BST, XLK. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Global X Artificial Intelligence & Technology ETFArtificial Intelligence, Technology Equities
53
19.09%
10.34BMay 2018AIO vs AIQ
BlackRock Science and Technology Trust
84
22.43%
AIO vs BST
State Street Technology Select Sector SPDR ETFTechnology Equities
62
23.97%
115.56BDec 1998AIO vs XLK
NEOS S&P 500 High Income ETFDerivative Income, S&P 500
80
9.18%
11.05BAug 2022AIO vs SPYI
MSC Industrial Direct Co., Inc.
91
52.64%
AIO vs MSM
State Street SPDR S&P 500 ETFS&P 500
78
11.70%
789.06BJan 1993AIO vs SPY
Invesco S&P 500 Momentum ETFMomentum, S&P 500
51
22.35%
21.05BOct 2015AIO vs SPMO
BlackRock Debt Strategies Fund, Inc.Bank Loan
5
-0.43%
Nov 1998AIO vs DSU
State Street Utilities Select Sector SPDR ETFUtilities Equities
21
5.31%
23.07BDec 1998AIO vs XLU
VanEck Semiconductor UCITS ETFSemiconductors, Technology Equities
93
63.23%
5.97BDec 2020AIO vs SMGB.L
YieldMax NFLX Option Income Strategy ETFDerivative Income, Options Trading
1
-18.99%
37.79MAug 2023AIO vs NFLY
Palantir Technologies Inc.
29
-29.31%
AIO vs PLTR
Virtus Total Return FundDiversified Portfolio
67
12.86%
Feb 2005AIO vs ZTR
Virtus Convertible and Income FundConvertible Bonds
79
18.31%
Mar 2003AIO vs NCV
Virtus Dividend, Interest and Premium Strategy Fun...Dividend
93
24.19%
Feb 2005AIO vs NFJ
Virtus Tactical Allocation FundDiversified Portfolio
3
0.06%
Sep 1940AIO vs NAINX
Virtus Seix Total Return Bond FundIntermediate Core-Plus Bond
12
-1.10%
Dec 1997AIO vs SAMFX
Virtus Newfleet Tax-Exempt Bond FundMunicipal BondsFeb 1996AIO vs HXBIX
Virtus Duff & Phelps Real Estate Securities FundREIT
66
20.09%
Mar 1995AIO vs PHRAX
ARK Venture FundTechnology Equities
98
19.13%
Sep 2022AIO vs ARKVX

Compare AIO with Any Fund or Stock

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


 

Diversifiers

Pair AIO with funds that move differently

Virtus Artificial Intelligence & Technology Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AIO.

Explore AIO Diversifiers