Delaware Ivy Securian Real Estate Securities Fund (IRSAX) 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 IRSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IRSAX
IRSAX charges 1.20% annually. There are 85 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 | IRSAX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | IRSAX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | IRSAX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.11% | 71.40B | Dec 2003 | IRSAX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | IRSAX vs VGRNX |
Best Risk-Adjusted Alternatives to IRSAX
IRSAX has a PortfoliosLab risk / return rank of 81. There are 4 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 | IRSAX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | IRSAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 85 | — | Oct 2011 | IRSAX vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | IRSAX vs AIGYX | |
| Great-West Real Estate Index Fund | 80 | — | Nov 2012 | IRSAX vs MXREX |
Top Performing IRSAX Alternatives (YTD)
IRSAX is at 19.63% YTD. There are 6 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 | IRSAX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 20.94% | — | Dec 1998 | IRSAX vs AIGYX | |
| Columbia Real Estate Equity Fund | 20.10% | — | Apr 1994 | IRSAX vs CREEX | |
| VY CBRE Real Estate Portfolio | 20.10% | — | Jan 1989 | IRSAX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.09% | — | Mar 1995 | IRSAX vs PHRAX |
Lowest Volatility Alternatives to IRSAX
IRSAX has 13.40% 1-year volatility. There are 50 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 | IRSAX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | IRSAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | IRSAX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.75% | — | Jun 2014 | IRSAX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.18% | — | Feb 2003 | IRSAX vs FRIFX |
Lowest Drawdown Alternatives to IRSAX
IRSAX has a 1-year max drawdown of -8.04%. There are 40 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 | IRSAX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | IRSAX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | IRSAX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | IRSAX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | IRSAX vs FRIFX |
Other Mutual Funds from Delaware Funds
The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, FGINX, WMGAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Equities | 92 | 77.44% | — | Jun 1996 | IRSAX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 98 | 23.27% | — | Oct 1993 | IRSAX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | 0.57% | — | Jun 2000 | IRSAX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 6 | 1.01% | — | Jun 2000 | IRSAX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 79 | 20.40% | — | Jun 1987 | IRSAX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 67 | 17.96% | — | Dec 1998 | IRSAX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 15 | 2.85% | — | Aug 2003 | IRSAX vs OILGX | |
| Delaware Floating Rate Fund | Bank Loan | 94 | 2.18% | — | Feb 2010 | IRSAX vs DDFLX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 63 | 0.73% | — | Jan 1984 | IRSAX vs DMTFX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 56 | 0.74% | — | Sep 1986 | IRSAX vs CXHYX |
Often Compared With IRSAX
Investors most often compare IRSAX with DDVIX, PFFR, FRESX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare IRSAX with Any Fund or Stock
Compare IRSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IRSAX with funds that move differently
Delaware Ivy Securian Real Estate Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IRSAX.
Explore IRSAX Diversifiers