Invesco Real Estate Fund (IARCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to IARCX
IARCX charges 1.98% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among IARCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | IARCX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | IARCX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | IARCX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | IARCX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | IARCX vs VGRNX |
Best Risk-Adjusted Alternatives to IARCX
Among mutual funds in the REIT category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | Jun 23, 2023 | IARCX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | IARCX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | IARCX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | IARCX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | IARCX vs FRIFX |
Top Performing IARCX Alternatives (YTD)
IARCX alternatives from the REIT category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | 4.51% | Dec 29, 1998 | IARCX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | IARCX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | IARCX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | IARCX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | IARCX vs IVRSX |
Lowest Volatility Alternatives to IARCX
IARCX alternatives from the REIT category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.67% | Jun 23, 2023 | IARCX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | IARCX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | IARCX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | IARCX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | IARCX vs FRIRX |
Lowest Drawdown Alternatives to IARCX
IARCX alternatives from the REIT category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | Jun 23, 2023 | IARCX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | IARCX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | IARCX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | IARCX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | IARCX vs FRINX |
Other Mutual Funds from Invesco
Most popular Invesco mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 48 | -8.99% | Oct 13, 2020 | IARCX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 28 | -1.47% | — | IARCX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | -13.54% | Jun 23, 2005 | IARCX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 92 | 0.44% | Jul 18, 1983 | IARCX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 36 | -2.22% | Oct 7, 1968 | IARCX vs ACSTX | |
| Invesco Global Fund | Global Equities | 9 | -13.35% | Dec 21, 1969 | IARCX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 20 | -9.61% | Feb 3, 1988 | IARCX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 56 | -1.20% | Aug 2, 1960 | IARCX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 29 | -1.41% | Jul 28, 1997 | IARCX vs VADDX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 76 | 3.20% | Jun 25, 2001 | IARCX vs VVOAX |
Often Compared With IARCX
What investors most often compare with IARCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Index Funds S&P 500 Equal Weight | Large Cap Blend Equities | 46 | -7.15% | Mar 9, 2017 | IARCX vs INDEX | |
| S&P 500 Index | 74 | -4.63% | — | IARCX vs ^GSPC | ||
| Fidelity MSCI Information Technology Index ETF | Technology Equities | 68 | -7.30% | Oct 21, 2013 | IARCX vs FTEC | |
| iShares MSCI ACWI ETF | Large Cap Growth Equities | 75 | -2.21% | Mar 26, 2008 | IARCX vs ACWI | |
| Real Estate Select Sector SPDR Fund | REIT | 15 | 1.87% | Oct 7, 2015 | IARCX vs XLRE | |
| Vanguard Real Estate ETF | REIT | 16 | 1.31% | Sep 23, 2004 | IARCX vs VNQ | |
| JPMorgan Chase & Co. | 70 | -8.30% | — | IARCX vs JPM | ||
| T. Rowe Price Blue Chip Growth Fund | Large Cap Growth Equities | 20 | -14.57% | Jun 30, 1993 | IARCX vs TRBCX | |
| InfraCap REIT Preferred ETF | Preferred Stock/Convertible Bonds, REIT | 21 | -2.23% | Feb 7, 2017 | IARCX vs PFFR | |
| L&G Global Equity UCITS ETF | Global Equities | 66 | -3.21% | Nov 7, 2018 | IARCX vs LGGG.L | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | IARCX vs VOO |
Compare IARCX with Any Fund or Stock
Compare IARCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.