ECOIX Alternatives & Similar Mutual Funds

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
VENAX	Vanguard Energy Index Fund Admiral Shares	0.10%	11.80B	Oct 2004	ECOIX vs VENAX
VGELX	Vanguard Energy Fund Admiral Shares	0.33%	7.10B	Nov 2001	ECOIX vs VGELX
VGENX	Vanguard Energy Opportunities Fund Investor Shares	0.45%	7.10B	May 1984	ECOIX vs VGENX
FMGIX	Frontier MFG Core Infrastructure Fund	0.50%	—	Jan 2012	ECOIX vs FMGIX
PRNEX	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 19. There are 72 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
RSNYX	Victory Global Energy Transition Fund Class Y	96	—	May 2007	ECOIX vs RSNYX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	96	—	Dec 2013	ECOIX vs MLOZX
RSNRX	Victory Global Energy Transition Fund	96	—	Nov 1995	ECOIX vs RSNRX
IEYYX	Delaware Ivy Energy Fund	91	—	Apr 2006	ECOIX vs IEYYX
GOFIX	GMO Resources Fund	84	—	Dec 2011	ECOIX vs GOFIX

Top Performing ECOIX Alternatives (YTD)

ECOIX is at 6.25% YTD. There are 79 mutual funds in the Energy Equities category with higher YTD returns, going as high as 59.50%.

Symbol	Name	YTD Return	AUM	Inception
OEPIX	Oil Equipment & Services UltraSector ProFund	59.50%	—	Jun 2006	ECOIX vs OEPIX
RYVIX	Rydex Energy Services Fund	36.38%	—	Mar 1998	ECOIX vs RYVIX
SRV	NXG Cushing® Midstream Energy Fund	34.33%	—	Aug 2007	ECOIX vs SRV
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	32.43%	—	Dec 2013	ECOIX vs MLOZX
RSNYX	Victory Global Energy Transition Fund Class Y	31.62%	—	May 2007	ECOIX vs RSNYX

Lowest Volatility Alternatives to ECOIX

ECOIX has 12.92% 1-year volatility. There are 22 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.94%.

Symbol	Name	Volatility 1Y	AUM	Inception
PAXDX	Pax Global Sustainable Infrastructure Fund	7.94%	—	Dec 2016	ECOIX vs PAXDX
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	9.87%	—	May 2004	ECOIX vs CSUIX
JEEIX	JHancock Infrastructure Fund	9.90%	—	Dec 2013	ECOIX vs JEEIX
DHIVX	Centre Global Infrastructure Fund	9.94%	—	Jan 2018	ECOIX vs DHIVX
EIPIX	EIP Growth and Income Fund (NEW)	10.01%	—	Aug 2006	ECOIX vs EIPIX

Lowest Drawdown Alternatives to ECOIX

ECOIX has a 1-year max drawdown of -7.11%. There are 26 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
PAXDX	Pax Global Sustainable Infrastructure Fund	-4.49%	—	Dec 2016	ECOIX vs PAXDX
EIPIX	EIP Growth and Income Fund (NEW)	-4.51%	—	Aug 2006	ECOIX vs EIPIX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	-4.71%	—	Dec 2013	ECOIX vs MLOZX
DHIVX	Centre Global Infrastructure Fund	-5.29%	—	Jan 2018	ECOIX vs DHIVX
GGINX	Goldman Sachs Global Infrastructure Fund	-5.59%	—	Jun 2016	ECOIX vs GGINX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	60	8.10%	765.27B	Jan 1993	ECOIX vs SPY
GAGEX	Guinness Atkinson Global Energy Fund	Energy Equities	56	24.17%	—	Jun 2004	ECOIX vs GAGEX
AIFRX	abrdn Global Infrastructure Fund	Energy Equities	68	12.34%	—	Nov 2008	ECOIX vs AIFRX
FSENX	Fidelity Select Energy Portfolio	Energy Equities	51	27.39%	—	Jul 1981	ECOIX vs FSENX
BGLYX	Brookfield Global Listed Infrastructure Fund	Energy Equities	40	10.14%	—	Nov 2011	ECOIX vs BGLYX
RMLPX	Recurrent MLP & Infrastructure Fund	Energy Equities	74	29.78%	—	Nov 2017	ECOIX vs RMLPX
FSTEX	Invesco Energy Fund	Energy Equities	34	21.72%	—	Jan 1984	ECOIX vs FSTEX
PSPFX	U.S. Global Investors Global Resources Fund	Energy Equities	53	-1.36%	—	Aug 1983	ECOIX vs PSPFX
GRHIX	Goehring & Rozencwajg Resources Fund	Energy Equities	34	4.89%	—	Dec 2016	ECOIX vs GRHIX
RGIYX	Russell Investments Global Infrastructure Fund	Energy Equities	46	9.74%	—	Sep 2010	ECOIX vs RGIYX
RYEIX	Rydex Energy Fund	Energy Equities	55	25.82%	—	Apr 1998	ECOIX vs RYEIX
IGNAX	Delaware Ivy Natural Resources Fund	Energy Equities	73	10.61%	—	Jan 1997	ECOIX vs IGNAX
PGJZX	PGIM Jennison Global Infrastructure Fund	Energy Equities	39	9.88%	—	Sep 2013	ECOIX vs PGJZX
APWEX	Cavanal Hill World Energy Fund	Energy Equities	59	24.61%	—	Feb 2014	ECOIX vs APWEX
FRNRX	Franklin Natural Resources Fund	Energy Equities	83	16.89%	—	Jun 1995	ECOIX vs FRNRX
FNARX	Fidelity Natural Resources Fund	Energy Equities	50	16.09%	—	Mar 1997	ECOIX vs FNARX
MLXIX	Catalyst Energy Infrastructure Fund	Energy Equities	15	29.37%	—	Dec 2014	ECOIX vs MLXIX

Compare ECOIX with Any Fund or Stock

Compare ECOIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Ecofin Global Renewables Infrastructure Fund (ECOIX) Alternatives