Voya Growth and Income Portfolio (IIVGX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IIVGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IIVGX
IIVGX charges 0.66% annually. There are 190 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | IIVGX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | IIVGX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | IIVGX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | IIVGX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | — | Aug 2014 | IIVGX vs SSEYX |
Best Risk-Adjusted Alternatives to IIVGX
IIVGX has a PortfoliosLab risk / return rank of 21. There are 335 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | IIVGX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | IIVGX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | IIVGX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 89 | — | Feb 2004 | IIVGX vs GTLOX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 89 | — | Dec 2015 | IIVGX vs RESGX |
Top Performing IIVGX Alternatives (YTD)
IIVGX is at 7.66% YTD. There are 221 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.27% | 17.20B | Dec 2004 | IIVGX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 92.00B | Nov 2001 | IIVGX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.51% | — | Nov 2004 | IIVGX vs POSKX | |
| Integrity ESG Growth & Income Fund | 24.37% | — | Jan 1995 | IIVGX vs IGIAX | |
| Archer Multi Cap Fund | 24.19% | — | Dec 2019 | IIVGX vs ALSMX |
Lowest Volatility Alternatives to IIVGX
IIVGX has 14.66% 1-year volatility. There are 345 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | IIVGX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | IIVGX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | IIVGX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.41% | — | Jul 2012 | IIVGX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.58% | — | May 2015 | IIVGX vs FSUVX |
Lowest Drawdown Alternatives to IIVGX
IIVGX has a 1-year max drawdown of -16.12%. There are 389 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | IIVGX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | IIVGX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | IIVGX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | IIVGX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | IIVGX vs QUERX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include LEXCX, IRLNX, IEDAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 42 | 16.10% | — | Nov 1935 | IIVGX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 21 | 1.99% | — | May 2009 | IIVGX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 36 | 9.72% | — | Dec 2007 | IIVGX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 14 | 0.30% | — | Dec 1998 | IIVGX vs IIBAX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 35 | 0.19% | — | Sep 2015 | IIVGX vs ATLAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 42 | 6.53% | — | Jan 2006 | IIVGX vs IFTIX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IIVGX vs IMCDX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 53 | 6.95% | — | Mar 2008 | IIVGX vs IIRLX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 91 | 15.11% | — | May 2009 | IIVGX vs IRVIX | |
| Voya High Yield Portfolio | High Yield Bonds | 41 | 0.94% | — | May 2004 | IIVGX vs IPHYX |
Often Compared With IIVGX
Investors most often compare IIVGX with VOO, JEPI, VOOG. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare IIVGX with Any Fund or Stock
Compare IIVGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IIVGX with funds that move differently
Voya Growth and Income Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IIVGX.
Explore IIVGX Diversifiers