iShares Developed Real Estate Index Fund (BIRDX) 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 BIRDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BIRDX
BIRDX charges 0.19% annually. There are 9 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 | BIRDX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | BIRDX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | BIRDX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.90B | Dec 2003 | BIRDX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | BIRDX vs VGRNX |
Best Risk-Adjusted Alternatives to BIRDX
BIRDX has a PortfoliosLab risk / return rank of 14. There are 35 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 | BIRDX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | BIRDX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 88 | — | Oct 2011 | BIRDX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 47 | — | Oct 2018 | BIRDX vs FIKMX | |
| Fidelity Real Estate Income Fund | 46 | — | Feb 2003 | BIRDX vs FRIFX |
Top Performing BIRDX Alternatives (YTD)
BIRDX is at 6.90% YTD. There are 61 mutual funds in the REIT category with higher YTD returns, going as high as 13.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 13.17% | — | Dec 2010 | BIRDX vs PJEZX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | 12.55% | — | Oct 2003 | BIRDX vs PRRSX | |
| MainStay CBRE Real Estate Fund | 12.52% | — | Dec 1996 | BIRDX vs CRARX | |
| VY CBRE Real Estate Portfolio | 12.36% | — | Jan 1989 | BIRDX vs IVRSX | |
| LDR Real Estate Value Opportunity Fund | 12.31% | — | Dec 2002 | BIRDX vs HLRRX |
Lowest Volatility Alternatives to BIRDX
BIRDX has 11.87% 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 | BIRDX vs CREMX | |
| TIAA Real Estate Account | 0.77% | — | Oct 1995 | BIRDX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.46% | — | Oct 2011 | BIRDX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.58% | — | Jun 2014 | BIRDX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.03% | — | Apr 2010 | BIRDX vs FRINX |
Lowest Drawdown Alternatives to BIRDX
BIRDX has a 1-year max drawdown of -10.04%. There are 70 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 | BIRDX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | BIRDX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | BIRDX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | BIRDX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | BIRDX vs FRIFX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 71 | 21.03% | — | Jan 2000 | BIRDX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 3 | -6.39% | 13.70B | Feb 2004 | BIRDX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 77 | 5.64% | 11.90B | Sep 1994 | BIRDX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 63 | 10.53% | 28.60B | Sep 1994 | BIRDX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 66 | 10.87% | — | Jul 1993 | BIRDX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 26 | 11.44% | — | Sep 2021 | BIRDX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | 12.11% | — | May 2011 | BIRDX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.62% | — | Dec 2012 | BIRDX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 72 | 11.27% | — | Dec 1991 | BIRDX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 69 | 15.25% | — | Jul 2010 | BIRDX vs ASFYX |
Often Compared With BIRDX
Investors most often compare BIRDX with IWDP.L, VNQ, MXUS.L. These 19 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare BIRDX with Any Fund or Stock
Compare BIRDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BIRDX with funds that move differently
iShares Developed Real Estate Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BIRDX.
Explore BIRDX Diversifiers