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 a closer substitute for your current allocation.
Cheapest Alternatives to IEYYX
IEYYX charges 1.28% annually. There are 62 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% | 11.00B | Oct 2004 | IEYYX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 6.90B | Nov 2001 | IEYYX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 6.90B | May 1984 | IEYYX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | IEYYX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | IEYYX vs PRNEX |
Best Risk-Adjusted Alternatives to IEYYX
IEYYX has a PortfoliosLab risk / return rank of 91. There are 5 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | IEYYX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | IEYYX vs RSNYX | |
| Recurrent MLP & Infrastructure Fund | 92 | — | Nov 2017 | IEYYX vs RMLPX | |
| Vanguard Energy Fund Admiral Shares | 91 | 6.90B | Nov 2001 | IEYYX vs VGELX | |
| Franklin Natural Resources Fund | 91 | — | Jun 1995 | IEYYX vs FRNRX |
Top Performing IEYYX Alternatives (YTD)
IEYYX is at 15.97% YTD. There are 53 mutual funds in the Energy Equities category with higher YTD returns, going as high as 46.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 46.27% | — | Jun 2006 | IEYYX vs OEPIX | |
| Recurrent MLP & Infrastructure Fund | 39.36% | — | Nov 2017 | IEYYX vs RMLPX | |
| Fidelity Select Energy Portfolio | 38.84% | — | Jul 1981 | IEYYX vs FSENX | |
| Guinness Atkinson Global Energy Fund | 36.50% | — | Jun 2004 | IEYYX vs GAGEX | |
| Vanguard Energy Index Fund Admiral Shares | 33.62% | 11.00B | Oct 2004 | IEYYX vs VENAX |
Lowest Volatility Alternatives to IEYYX
IEYYX has 13.57% 1-year volatility. There are 25 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.12% | — | Dec 2016 | IEYYX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | IEYYX vs SBMBX | |
| JHancock Infrastructure Fund | 9.99% | — | Dec 2013 | IEYYX vs JEEIX | |
| Centre Global Infrastructure Fund | 10.11% | — | Jan 2018 | IEYYX vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.13% | — | May 2004 | IEYYX vs CSUIX |
Lowest Drawdown Alternatives to IEYYX
IEYYX has a 1-year max drawdown of -7.04%. There are 23 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 | IEYYX vs PAXDX | |
| EIP Growth and Income Fund | -4.51% | — | Aug 2006 | IEYYX vs EIPIX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | IEYYX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | IEYYX vs SBMBX | |
| Invesco SteelPath MLP Alpha Fund | -5.93% | — | Mar 2010 | IEYYX vs MLPOX |
Other Mutual Funds from Ivy Funds
The 6 most viewed Ivy Funds mutual funds shown here include WSTCX, WTRCX, WRGCX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Ivy Science and Technology Fund | Technology Equities | 68 | 31.08% | — | Jul 1997 | IEYYX vs WSTCX | |
| Delaware Ivy Core Equity Fund | Large Cap Blend Equities | 27 | 8.66% | — | Sep 1992 | IEYYX vs WTRCX | |
| Delaware Ivy Small Cap Growth Fund | Small Cap Growth Equities | 44 | 14.82% | — | Sep 1992 | IEYYX vs WRGCX | |
| Delaware Ivy Asset Strategy Fund | Global Allocation | 29 | 5.26% | — | Apr 1995 | IEYYX vs WASCX | |
| Delaware Ivy Global Bond Fund | Global Bonds | 17 | 0.02% | — | Apr 2008 | IEYYX vs IVSIX | |
| Delaware Ivy High Income Fund | High Yield Bonds | 7 | -1.98% | — | Jul 1997 | IEYYX vs WRHIX |
Often Compared With IEYYX
Investors most often compare IEYYX with XLE, BGLYX, MLPTX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare IEYYX with Any Fund or Stock
Compare IEYYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IEYYX with funds that move differently
Delaware Ivy Energy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IEYYX.
Explore IEYYX Diversifiers