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 Real Estate Index Fund | 0.07% | — | Aug 2011 | IRGIX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | IRGIX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | IRGIX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.11% | 71.40B | 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 44. There are 48 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 | 99 | — | Oct 1995 | IRGIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 85 | — | Oct 2011 | IRGIX vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | IRGIX vs AIGYX | |
| Delaware Ivy Securian Real Estate Securities Fund | 81 | — | Feb 1999 | IRGIX vs IRSAX |
Top Performing IRGIX Alternatives (YTD)
IRGIX is at 14.11% YTD. There are 46 mutual funds in the REIT category with higher YTD returns, going as high as 21.10%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 21.10% | — | Dec 2010 | IRGIX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 20.94% | — | Dec 1998 | IRGIX vs AIGYX | |
| Columbia Real Estate Equity Fund | 20.10% | — | Apr 1994 | IRGIX vs CREEX | |
| VY CBRE Real Estate Portfolio | 20.10% | — | Jan 1989 | IRGIX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.09% | — | Mar 1995 | IRGIX vs PHRAX |
Lowest Volatility Alternatives to IRGIX
IRGIX has 13.52% 1-year volatility. There are 54 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.45% | — | Jun 2023 | IRGIX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | 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 | 3.75% | — | Jun 2014 | IRGIX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.18% | — | Feb 2003 | IRGIX vs FRIFX |
Lowest Drawdown Alternatives to IRGIX
IRGIX has a 1-year max drawdown of -9.95%. There are 66 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 | -0.29% | — | 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 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 94 | 29.15% | — | Nov 1935 | IRGIX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 12 | 0.42% | — | May 2009 | IRGIX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 63 | 12.29% | — | Dec 2007 | IRGIX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 9 | -0.94% | — | Dec 1998 | IRGIX vs IIBAX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 50 | 8.74% | — | Mar 2008 | IRGIX vs IIRLX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IRGIX vs IMCDX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 28 | -0.21% | — | Sep 2015 | IRGIX vs ATLAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities, Low Volatility | 88 | 14.35% | — | Jan 2006 | IRGIX vs IFTIX | |
| Voya High Yield Portfolio | High Yield Bonds | 31 | 0.59% | — | May 2004 | IRGIX vs IPHYX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 97 | 20.88% | — | May 2009 | IRGIX vs IRVIX |
Often Compared With IRGIX
Investors most often compare IRGIX with FXAIX, PRRSX, SOAAX. These 19 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