Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) belongs to the Technology Equities 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.
Cheapest Alternatives to AIO
AIO charges 1.41% annually. There are 61 mutual funds in the Technology Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Information Technology Index Fund Admiral... | 0.09% | 170.10B | Mar 2004 | AIO vs VITAX | |
| Vanguard Communication Services Index Fund Admiral... | 0.10% | 6.30B | Mar 2005 | AIO vs VTCAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | — | Jun 2013 | AIO vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | — | Apr 2024 | AIO vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | — | Oct 2018 | AIO vs FIKHX |
Best Risk-Adjusted Alternatives to AIO
AIO has a PortfoliosLab risk / return rank of 48. There are 52 mutual funds in the Technology Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | 99 | — | Sep 2022 | AIO vs ARKVX | |
| Fidelity Select Tech Hardware Portfolio | 98 | — | Jul 1985 | AIO vs FDCPX | |
| Rydex Electronics Fund | 97 | — | Mar 1998 | AIO vs RYSIX | |
| Columbia Seligman Technology and Information Fund ... | 96 | — | Jun 1983 | AIO vs CCOYX | |
| Columbia Seligman Technology and Information Fund ... | 96 | — | Nov 2001 | AIO vs SCMIX |
Top Performing AIO Alternatives (YTD)
AIO is at 32.52% YTD. There are 38 mutual funds in the Technology Equities category with higher YTD returns, going as high as 98.05%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Rydex Electronics Fund | 98.05% | — | Mar 1998 | AIO vs RYSIX | |
| Fidelity Select Tech Hardware Portfolio | 93.47% | — | Jul 1985 | AIO vs FDCPX | |
| Fidelity Select Semiconductors Portfolio | 89.12% | — | Jul 1985 | AIO vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class Z | 88.79% | — | Oct 2018 | AIO vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 88.70% | — | Dec 2000 | AIO vs FELIX |
Lowest Volatility Alternatives to AIO
AIO has 18.91% 1-year volatility. There are 4 mutual funds in the Technology Equities category with lower 1-year volatility, going as low as 14.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.67% | — | Nov 1993 | AIO vs GTTIX | |
| Towpath Technology Fund | 15.28% | — | Feb 2021 | AIO vs TOWTX | |
| Vanguard Communication Services Index Fund Admiral... | 15.80% | 6.30B | Mar 2005 | AIO vs VTCAX | |
| Saratoga Technology & Communications Portfolio | 17.47% | — | Oct 1997 | AIO vs STPAX | |
| ARK Venture Fund | 19.35% | — | Sep 2022 | AIO vs ARKVX |
Lowest Drawdown Alternatives to AIO
AIO has a 1-year max drawdown of -11.42%. There are 4 mutual funds in the Technology Equities category with shallower 1-year drawdowns, going as shallow as -8.14%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | -8.14% | — | Sep 2022 | AIO vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.08% | — | Nov 1993 | AIO vs GTTIX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -10.18% | — | Jun 1996 | AIO vs NWJCX | |
| Black Oak Emerging Technology Fund | -11.04% | — | Dec 2000 | AIO vs BOGSX | |
| Fidelity Select Tech Hardware Portfolio | -11.49% | — | Jul 1985 | AIO vs FDCPX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include SAMBX, VKSIX, PKSFX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.42% | — | Feb 2006 | AIO vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -7.39% | — | Mar 2018 | AIO vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 6.08% | — | Oct 1996 | AIO vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 4.90% | — | Oct 1995 | AIO vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | -0.23% | — | Jun 2009 | AIO vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.33% | — | Jan 1989 | AIO vs MERFX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 0.89% | — | Sep 1940 | AIO vs NAINX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 22 | 15.62% | — | Mar 1995 | AIO vs PHRAX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.38% | — | Jun 2006 | AIO vs PXSGX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 56 | 19.48% | — | Dec 2010 | AIO vs EDF |
Often Compared With AIO
Investors most often compare AIO with AIQ, BST, XLK. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare AIO with Any Fund or Stock
Compare AIO with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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