Ecofin Global Renewables Infrastructure Fund (ECOIX) belongs to the Energy Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ECOIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ECOIX
ECOIX charges 0.91% annually. There are 19 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | 12.70B | Oct 2004 | ECOIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.60B | Nov 2001 | ECOIX vs VGELX | |
| Vanguard Energy Fund Investor Shares | 0.41% | 7.60B | May 1984 | ECOIX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | ECOIX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | ECOIX vs PRNEX |
Best Risk-Adjusted Alternatives to ECOIX
ECOIX has a PortfoliosLab risk / return rank of 31. There are 60 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 97 | — | Dec 2013 | ECOIX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 97 | — | May 2007 | ECOIX vs RSNYX | |
| Victory Global Energy Transition Fund | 97 | — | Nov 1995 | ECOIX vs RSNRX | |
| Delaware Ivy Energy Fund | 96 | — | Apr 2006 | ECOIX vs IEYYX | |
| GMO Resources Fund | 96 | — | Dec 2011 | ECOIX vs GOFIX |
Top Performing ECOIX Alternatives (YTD)
ECOIX is at 10.15% YTD. There are 71 mutual funds in the Energy Equities category with higher YTD returns, going as high as 81.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 81.75% | — | Jun 2006 | ECOIX vs OEPIX | |
| Rydex Energy Services Fund | 50.22% | — | Mar 1998 | ECOIX vs RYVIX | |
| Victory Global Energy Transition Fund Class Y | 38.94% | — | May 2007 | ECOIX vs RSNYX | |
| Victory Global Energy Transition Fund | 38.76% | — | Nov 1995 | ECOIX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 36.18% | — | Dec 2013 | ECOIX vs MLOZX |
Lowest Volatility Alternatives to ECOIX
ECOIX has 12.78% 1-year volatility. There are 23 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 8.08%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 8.08% | — | Dec 2016 | ECOIX vs PAXDX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.68% | — | May 2004 | ECOIX vs CSUIX | |
| Centre Global Infrastructure Fund | 9.79% | — | Jan 2018 | ECOIX vs DHIVX | |
| JHancock Infrastructure Fund | 9.88% | — | Dec 2013 | ECOIX vs JEEIX | |
| Russell Investments Global Infrastructure Fund | 10.03% | — | Sep 2010 | ECOIX vs RGIYX |
Lowest Drawdown Alternatives to ECOIX
ECOIX has a 1-year max drawdown of -7.11%. There are 37 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.37%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Centre Global Infrastructure Fund | -4.37% | — | Jan 2018 | ECOIX vs DHIVX | |
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | ECOIX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | ECOIX vs EIPIX | |
| Delaware Ivy Energy Fund | -4.55% | — | Apr 2006 | ECOIX vs IEYYX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | ECOIX vs MLOZX |
Often Compared With ECOIX
Investors most often compare ECOIX with SPY, GAGEX, AIFRX. These 16 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare ECOIX with Any Fund or Stock
Compare ECOIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ECOIX with funds that move differently
Ecofin Global Renewables Infrastructure Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ECOIX.
Explore ECOIX Diversifiers