Delaware Ivy Energy Fund (IEYYX) Alternatives
Delaware Ivy Energy Fund (IEYYX) 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 IEYYX. 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 IEYYX
IEYYX charges 1.28% annually. Among mutual funds in the Energy Equities category, these options have the lowest expense ratios among IEYYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | Oct 7, 2004 | IEYYX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | Nov 12, 2001 | IEYYX vs VGELX | |
| Vanguard Energy Fund Investor Shares | 0.41% | May 23, 1984 | IEYYX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | Jan 17, 2012 | IEYYX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | Jan 19, 1969 | IEYYX vs PRNEX |
Best Risk-Adjusted Alternatives to IEYYX
Among mutual funds in the Energy Equities 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 | |
|---|---|---|---|---|
| Victory Global Energy Transition Fund | 98 | Nov 14, 1995 | IEYYX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 98 | May 1, 2007 | IEYYX vs RSNYX | |
| U.S. Global Investors Global Resources Fund | 97 | Aug 2, 1983 | IEYYX vs PSPFX | |
| Goehring & Rozencwajg Resources Fund | 97 | Dec 29, 2016 | IEYYX vs GRHIX | |
| Delaware Ivy Natural Resources Fund | 96 | Jan 1, 1997 | IEYYX vs IGNAX |
Top Performing IEYYX Alternatives (YTD)
IEYYX alternatives from the Energy Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 65.25% | Jun 4, 2006 | IEYYX vs OEPIX | |
| Fidelity Select Energy Portfolio | 40.53% | Jul 14, 1981 | IEYYX vs FSENX | |
| Vanguard Energy Index Fund Admiral Shares | 39.76% | Oct 7, 2004 | IEYYX vs VENAX | |
| Rydex Energy Services Fund | 39.66% | Mar 31, 1998 | IEYYX vs RYVIX | |
| Invesco Energy Fund | 38.85% | Jan 18, 1984 | IEYYX vs FSTEX |
Lowest Volatility Alternatives to IEYYX
IEYYX alternatives from the Energy Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Cohen & Steers Global Infrastructure Fund, Inc. | 11.49% | May 2, 2004 | IEYYX vs CSUIX | |
| Centre Global Infrastructure Fund | 11.79% | Jan 28, 2018 | IEYYX vs DHIVX | |
| Pax Global Sustainable Infrastructure Fund | 11.81% | Dec 15, 2016 | IEYYX vs PAXDX | |
| Frontier MFG Core Infrastructure Fund | 11.91% | Jan 17, 2012 | IEYYX vs FMGIX | |
| JHancock Infrastructure Fund | 11.92% | Dec 19, 2013 | IEYYX vs JEEIX |
Lowest Drawdown Alternatives to IEYYX
IEYYX alternatives from the Energy Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Brookfield Global Listed Infrastructure Fund | -7.55% | Nov 29, 2011 | IEYYX vs BGLYX | |
| Centre Global Infrastructure Fund | -7.73% | Jan 28, 2018 | IEYYX vs DHIVX | |
| PGIM Jennison Global Infrastructure Fund | -7.74% | Sep 24, 2013 | IEYYX vs PGJZX | |
| Frontier MFG Core Infrastructure Fund | -7.74% | Jan 17, 2012 | IEYYX vs FMGIX | |
| JHancock Infrastructure Fund | -7.76% | Dec 19, 2013 | IEYYX vs JEEIX |
Other Mutual Funds from Ivy Funds
Most popular Ivy Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Delaware Ivy Science and Technology Fund | Technology Equities | 71 | -6.70% | Jul 30, 1997 | IEYYX vs WSTCX | |
| Delaware Ivy Small Cap Growth Fund | Small Cap Growth Equities | 33 | -5.99% | Sep 21, 1992 | IEYYX vs WRGCX | |
| Delaware Ivy Asset Strategy Fund | Global Allocation | 36 | -4.73% | Apr 19, 1995 | IEYYX vs WASCX | |
| Delaware Ivy High Income Fund | High Yield Bonds | 41 | -2.61% | Jul 31, 1997 | IEYYX vs WRHIX | |
| Delaware Ivy Core Equity Fund | Large Cap Blend Equities | 20 | -8.20% | Sep 21, 1992 | IEYYX vs WTRCX | |
| Delaware Ivy Global Bond Fund | Global Bonds | 63 | -0.52% | Apr 3, 2008 | IEYYX vs IVSIX |
Often Compared With IEYYX
What investors most often compare with IEYYX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street Energy Select Sector SPDR ETF | Energy Equities | 73 | 37.91% | Dec 16, 1998 | IEYYX vs XLE | |
| Rydex Energy Fund | Energy Equities | 85 | 37.40% | Apr 20, 1998 | IEYYX vs RYEIX |
Compare IEYYX with Any Fund or Stock
Compare IEYYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.