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% | 11.80B | Oct 2004 | ECOIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | ECOIX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | 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 14. There are 78 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Global Energy Transition Fund Class Y | 93 | — | May 2007 | ECOIX vs RSNYX | |
| Victory Global Energy Transition Fund | 93 | — | Nov 1995 | ECOIX vs RSNRX | |
| Delaware Ivy Energy Fund | 91 | — | Apr 2006 | ECOIX vs IEYYX | |
| Recurrent MLP & Infrastructure Fund | 89 | — | Nov 2017 | ECOIX vs RMLPX | |
| EIP Growth and Income Fund (NEW) | 89 | — | Aug 2006 | ECOIX vs EIPIX |
Top Performing ECOIX Alternatives (YTD)
ECOIX is at 5.11% YTD. There are 79 mutual funds in the Energy Equities category with higher YTD returns, going as high as 54.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 54.28% | — | Jun 2006 | ECOIX vs OEPIX | |
| Recurrent MLP & Infrastructure Fund | 37.99% | — | Nov 2017 | ECOIX vs RMLPX | |
| Catalyst Energy Infrastructure Fund | 34.60% | — | Dec 2014 | ECOIX vs MLXIX | |
| Fidelity Select Energy Portfolio | 34.10% | — | Jul 1981 | ECOIX vs FSENX | |
| Rydex Energy Services Fund | 33.69% | — | Mar 1998 | ECOIX vs RYVIX |
Lowest Volatility Alternatives to ECOIX
ECOIX has 12.72% 1-year volatility. There are 20 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.58% | — | Dec 2016 | ECOIX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | ECOIX vs SBMBX | |
| JHancock Infrastructure Fund | 10.02% | — | Dec 2013 | ECOIX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.08% | — | May 2004 | ECOIX vs CSUIX | |
| Centre Global Infrastructure Fund | 10.12% | — | Jan 2018 | ECOIX vs DHIVX |
Lowest Drawdown Alternatives to ECOIX
ECOIX has a 1-year max drawdown of -7.11%. There are 24 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.49%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | ECOIX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | ECOIX vs SBMBX | |
| Invesco SteelPath MLP Alpha Fund | -5.93% | — | Mar 2010 | ECOIX vs MLPOX |
Often Compared With ECOIX
Investors most often compare ECOIX with SPY, GAGEX, AIFRX. These 17 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