VY CBRE Global Real Estate Portfolio (IRGIX) 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 IRGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IRGIX
IRGIX charges 0.87% annually. There are 37 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | IRGIX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | IRGIX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | IRGIX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.90B | Dec 2003 | IRGIX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | IRGIX vs VGRNX |
Best Risk-Adjusted Alternatives to IRGIX
IRGIX has a PortfoliosLab risk / return rank of 9. There are 76 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 | IRGIX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | IRGIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | IRGIX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | IRGIX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 47 | — | — | IRGIX vs FRIRX |
Top Performing IRGIX Alternatives (YTD)
IRGIX is at 6.18% YTD. There are 73 mutual funds in the REIT category with higher YTD returns, going as high as 12.78%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 12.78% | — | Dec 2010 | IRGIX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 12.76% | — | Dec 2002 | IRGIX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 12.42% | — | Dec 1996 | IRGIX vs CRARX | |
| BlackRock Real Estate Securities Fund | 12.38% | — | Sep 2012 | IRGIX vs BIREX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | 12.29% | — | Oct 2003 | IRGIX vs PRRSX |
Lowest Volatility Alternatives to IRGIX
IRGIX has 12.93% 1-year volatility. There are 58 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.43% | — | Jun 2023 | IRGIX vs CREMX | |
| TIAA Real Estate Account | 0.77% | — | Oct 1995 | IRGIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | IRGIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.58% | — | Jun 2014 | IRGIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.03% | — | Apr 2010 | IRGIX vs FRINX |
Lowest Drawdown Alternatives to IRGIX
IRGIX has a 1-year max drawdown of -9.95%. There are 67 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 | IRGIX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | IRGIX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | IRGIX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | IRGIX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | IRGIX vs FRIFX |
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 | 53 | 18.37% | — | Nov 1935 | IRGIX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 39 | 9.30% | — | May 2009 | IRGIX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 37 | 8.93% | — | Dec 2007 | IRGIX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 19 | 0.53% | — | Dec 1998 | IRGIX vs IIBAX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 46 | 0.53% | — | Sep 2015 | IRGIX vs ATLAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 33 | 6.84% | — | Jan 2006 | IRGIX vs IFTIX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 75 | 11.09% | — | Mar 2008 | IRGIX vs IIRLX | |
| Voya Mid Cap Research Enhanced Index Fund | Mid Cap Blend Equities | 43 | 15.34% | — | Feb 1998 | IRGIX vs VYMSX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IRGIX vs IMCDX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 89 | 13.79% | — | May 2009 | IRGIX vs IRVIX |
Often Compared With IRGIX
Investors most often compare IRGIX with FXAIX, SOAAX, INGIX. These 14 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare IRGIX with Any Fund or Stock
Compare IRGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IRGIX with funds that move differently
VY CBRE Global Real Estate Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IRGIX.
Explore IRGIX Diversifiers