AB Global Real Estate Investment Fund II (ARIIX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ARIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ARIIX
ARIIX charges 0.74% annually. There are 22 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | ARIIX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | ARIIX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | ARIIX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.90B | Dec 2003 | ARIIX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | ARIIX vs VGRNX |
Best Risk-Adjusted Alternatives to ARIIX
ARIIX has a PortfoliosLab risk / return rank of 10. There are 58 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | ARIIX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | ARIIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 88 | — | Oct 2011 | ARIIX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 47 | — | Oct 2018 | ARIIX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 46 | — | — | ARIIX vs FRIRX |
Top Performing ARIIX Alternatives (YTD)
ARIIX is at 5.48% YTD. There are 75 mutual funds in the REIT category with higher YTD returns, going as high as 12.65%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| LDR Real Estate Value Opportunity Fund | 12.65% | — | Dec 2002 | ARIIX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 12.22% | — | Dec 1996 | ARIIX vs CRARX | |
| PGIM US Real Estate Fund | 12.19% | — | Dec 2010 | ARIIX vs PJEZX | |
| BlackRock Real Estate Securities Fund | 11.70% | — | Sep 2012 | ARIIX vs BIREX | |
| VY CBRE Real Estate Portfolio | 11.66% | — | Jan 1989 | ARIIX vs IVRSX |
Lowest Volatility Alternatives to ARIIX
ARIIX has 11.89% 1-year volatility. There are 27 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.43% | — | Jun 2023 | ARIIX vs CREMX | |
| TIAA Real Estate Account | 0.77% | — | Oct 1995 | ARIIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | ARIIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.59% | — | Jun 2014 | ARIIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.03% | — | Apr 2010 | ARIIX vs FRINX |
Lowest Drawdown Alternatives to ARIIX
ARIIX has a 1-year max drawdown of -10.76%. There are 87 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | ARIIX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | ARIIX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | ARIIX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | ARIIX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | ARIIX vs FRIFX |
Other Mutual Funds from AllianceBernstein
The 10 most viewed AllianceBernstein mutual funds shown here include APGAX, APGYX, APGZX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AB Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | 6.26% | — | Oct 1996 | ARIIX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 17 | 6.37% | — | Jan 1996 | ARIIX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 17 | 6.42% | — | Jul 2015 | ARIIX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 17 | 8.48% | — | Sep 1990 | ARIIX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 62 | 1.85% | — | Aug 2010 | ARIIX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 76 | 2.07% | — | Feb 1994 | ARIIX vs AGDAX | |
| AB Income Fund | Intermediate Core-Plus Bond | 20 | 0.47% | — | Aug 1987 | ARIIX vs ACGYX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 28 | 18.02% | — | Feb 1969 | ARIIX vs QUASX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 4 | -0.74% | — | Jul 1993 | ARIIX vs AWF | |
| AB Sustainable Global Thematic Fund | Global Equities | 7 | 5.17% | — | Feb 1982 | ARIIX vs ALTFX |
Often Compared With ARIIX
Investors most often compare ARIIX with DFITX, SOAAX, AIGYX. These 11 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DFA International Real Estate Securities | REIT | 7 | -1.06% | — | Feb 2007 | ARIIX vs DFITX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 12 | 11.39% | — | Jan 1998 | ARIIX vs SOAAX | |
| abrdn Realty Income & Growth Fund | REIT | 21 | 11.32% | — | Dec 1998 | ARIIX vs AIGYX | |
| Cohen & Steers International Realty Fund | REIT | 6 | -0.33% | — | Mar 2005 | ARIIX vs IRFIX | |
| Fidelity Advisor Real Estate Income Fund Class C | REIT | 35 | 3.13% | — | Apr 2010 | ARIIX vs FRIOX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Adm... | REIT | 7 | -0.93% | 3.90B | Feb 2011 | ARIIX vs VGRLX | |
| Nuveen Real Estate Securities Fund | REIT | 17 | 11.30% | — | Jun 1995 | ARIIX vs FARCX | |
| abrdn Global Premier Properties Fund | REIT | 7 | 3.64% | — | Feb 2007 | ARIIX vs AWP | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 11 | 11.18% | — | Mar 1995 | ARIIX vs PHRAX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | REIT | 17 | 11.65% | — | Oct 2003 | ARIIX vs PRRSX | |
| Delaware Ivy Securian Real Estate Securities Fund | REIT | 25 | 11.47% | — | Feb 1999 | ARIIX vs IRSAX |
Compare ARIIX with Any Fund or Stock
Compare ARIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ARIIX with funds that move differently
AB Global Real Estate Investment Fund II alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ARIIX.
Explore ARIIX Diversifiers