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 Real Estate Index Fund | 0.07% | — | Aug 2011 | BIRDX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | BIRDX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | BIRDX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | 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 20. There are 43 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 | 99 | — | 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 | 58 | — | Oct 2018 | BIRDX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 57 | — | — | BIRDX vs FRIRX |
Top Performing BIRDX Alternatives (YTD)
BIRDX is at 9.99% YTD. There are 62 mutual funds in the REIT category with higher YTD returns, going as high as 18.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 18.81% | — | Dec 2010 | BIRDX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 18.11% | — | Dec 1998 | BIRDX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 17.68% | — | Jan 1989 | BIRDX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 17.26% | — | Mar 1995 | BIRDX vs PHRAX | |
| Great-West Real Estate Index Fund | 17.10% | — | Nov 2012 | BIRDX vs MXREX |
Lowest Volatility Alternatives to BIRDX
BIRDX has 12.21% 1-year volatility. There are 31 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 | 0.79% | — | Oct 1995 | BIRDX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | BIRDX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | BIRDX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.11% | — | Apr 2010 | BIRDX vs FRINX |
Lowest Drawdown Alternatives to BIRDX
BIRDX has a 1-year max drawdown of -10.04%. There are 69 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 ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 35 | 11.91% | — | Sep 2021 | BIRDX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 55 | 8.09% | — | Jul 1993 | BIRDX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 11.04% | — | Dec 2012 | BIRDX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 57 | 10.22% | — | May 2011 | BIRDX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 68 | 10.20% | — | Dec 1991 | BIRDX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 33 | 3.44% | — | Aug 2005 | BIRDX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 50 | 8.40% | — | Jul 2010 | BIRDX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 54 | 35.79% | — | Apr 2000 | BIRDX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 74 | 6.66% | — | Oct 2007 | BIRDX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 67 | 11.96% | — | Sep 1999 | BIRDX vs FAMRX |
Often Compared With BIRDX
Investors most often compare BIRDX with VNQ, IWDP.L, MXUS.L. These 20 comparison targets span 6 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