Invesco Real Estate Fund (IARCX) 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 IARCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IARCX
IARCX charges 1.98% annually. There are 102 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 | IARCX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | IARCX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | IARCX vs VRTPX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | IARCX vs VGRNX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.11% | 71.40B | Dec 2003 | IARCX vs VGSNX |
Best Risk-Adjusted Alternatives to IARCX
IARCX has a PortfoliosLab risk / return rank of 33. There are 58 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 | IARCX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | IARCX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 80 | — | Oct 2011 | IARCX vs FSREX | |
| abrdn Realty Income & Growth Fund | 71 | — | Dec 1998 | IARCX vs AIGYX | |
| Delaware Ivy Securian Real Estate Securities Fund | 71 | — | Feb 1999 | IARCX vs IRSAX |
Top Performing IARCX Alternatives (YTD)
IARCX is at 16.61% YTD. There are 20 mutual funds in the REIT category with higher YTD returns, going as high as 20.78%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 20.78% | — | Dec 2010 | IARCX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 19.97% | — | Dec 1998 | IARCX vs AIGYX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 19.53% | — | Mar 1995 | IARCX vs PHRAX | |
| VY CBRE Real Estate Portfolio | 19.48% | — | Jan 1989 | IARCX vs IVRSX | |
| Columbia Real Estate Equity Fund | 19.33% | — | Apr 1994 | IARCX vs CREEX |
Lowest Volatility Alternatives to IARCX
IARCX has 13.70% 1-year volatility. There are 68 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.45% | — | Jun 2023 | IARCX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | IARCX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | IARCX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.72% | — | Jun 2014 | IARCX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.19% | — | Feb 2003 | IARCX vs FRIFX |
Lowest Drawdown Alternatives to IARCX
IARCX has a 1-year max drawdown of -8.18%. There are 44 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 | IARCX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | IARCX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | IARCX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | IARCX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | IARCX vs FRIFX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 45 | 17.94% | — | Oct 2020 | IARCX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 69 | 15.67% | — | Jul 1997 | IARCX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 22 | -7.91% | — | Jul 1983 | IARCX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 11 | 8.62% | — | Jun 2005 | IARCX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 79 | 20.72% | — | Jun 2001 | IARCX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 87 | 14.96% | — | Oct 1968 | IARCX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 81 | 28.29% | — | Jun 1999 | IARCX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 39 | 10.04% | — | Feb 1988 | IARCX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 82 | 9.78% | — | Aug 1960 | IARCX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 71 | 15.85% | — | Jul 1997 | IARCX vs VADDX |
Often Compared With IARCX
Investors most often compare IARCX with INDEX, ^GSPC, VNQ. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare IARCX with Any Fund or Stock
Compare IARCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IARCX with funds that move differently
Invesco Real Estate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IARCX.
Explore IARCX Diversifiers