Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to AIO
AIO charges 1.41% annually. Among mutual funds in the Technology Equities category, these options have the lowest expense ratios among AIO alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Communication Services Index Fund Admiral... | 0.10% | Mar 11, 2005 | AIO vs VTCAX | |
| Vanguard Information Technology Index Fund Admiral... | 0.10% | Mar 25, 2004 | AIO vs VITAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | Jun 24, 2013 | AIO vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | Apr 4, 2024 | AIO vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | Oct 2, 2018 | AIO vs FIKHX |
Best Risk-Adjusted Alternatives to AIO
Among mutual funds in the Technology 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 | |
|---|---|---|---|---|
| ARK Venture Fund | 99 | Sep 23, 2022 | AIO vs ARKVX | |
| Fidelity Select Tech Hardware Portfolio | 97 | Jul 28, 1985 | AIO vs FDCPX | |
| Fidelity Select Semiconductors Portfolio | 94 | Jul 29, 1985 | AIO vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class Z | 93 | Oct 2, 2018 | AIO vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 92 | Dec 27, 2000 | AIO vs FELIX |
Top Performing AIO Alternatives (YTD)
AIO alternatives from the Technology Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Firsthand Alternative Energy Fund | 9.56% | Oct 28, 2007 | AIO vs ALTEX | |
| Fidelity Select Tech Hardware Portfolio | 9.40% | Jul 28, 1985 | AIO vs FDCPX | |
| ARK Venture Fund | 6.04% | Sep 23, 2022 | AIO vs ARKVX | |
| Columbia Seligman Premium Technology Growth Closed... | 4.31% | Nov 25, 2009 | AIO vs STK | |
| Rydex Electronics Fund | 1.62% | Mar 31, 1998 | AIO vs RYSIX |
Lowest Volatility Alternatives to AIO
AIO alternatives from the Technology Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.62% | Nov 1, 1993 | AIO vs GTTIX | |
| Towpath Technology Fund | 18.27% | Feb 2, 2021 | AIO vs TOWTX | |
| ARK Venture Fund | 18.44% | Sep 23, 2022 | AIO vs ARKVX | |
| Vanguard Communication Services Index Fund Admiral... | 20.09% | Mar 11, 2005 | AIO vs VTCAX | |
| Nationwide NYSE Arca Tech 100 Index Fund | 22.50% | Jun 9, 1996 | AIO vs NWJCX |
Lowest Drawdown Alternatives to AIO
AIO alternatives from the Technology Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| ARK Venture Fund | -8.14% | Sep 23, 2022 | AIO vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.45% | Nov 1, 1993 | AIO vs GTTIX | |
| Towpath Technology Fund | -11.62% | Feb 2, 2021 | AIO vs TOWTX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -12.75% | Jun 9, 1996 | AIO vs NWJCX | |
| Black Oak Emerging Technology Fund | -12.77% | Dec 28, 2000 | AIO vs BOGSX |
Other Mutual Funds from Virtus
Most popular Virtus mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | -0.51% | Oct 18, 1996 | AIO vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -8.94% | Mar 7, 2018 | AIO vs VKSIX | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 94 | -0.19% | Feb 28, 2006 | AIO vs SAMBX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | -6.62% | Jun 22, 2009 | AIO vs VIMCX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -12.20% | Jun 28, 2006 | AIO vs PXSGX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 3 | -16.13% | Oct 16, 1995 | AIO vs PSTAX | |
| The Merger Fund | Event Driven | 99 | 0.46% | Jan 30, 1989 | AIO vs MERFX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 23 | -14.37% | Jun 9, 1992 | AIO vs STCIX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 11 | 2.88% | Mar 1, 1995 | AIO vs PHRAX | |
| Virtus KAR International Small-Mid Cap Fund | Foreign Small & Mid Cap Equities | 3 | -8.80% | Sep 4, 2012 | AIO vs VIISX |
Often Compared With AIO
What investors most often compare with AIO, 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.