Delaware Ivy Securian Real Estate Securities Fund (IRSAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to IRSAX
IRSAX charges 1.20% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among IRSAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | IRSAX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | IRSAX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | IRSAX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | IRSAX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | IRSAX vs VGRNX |
Best Risk-Adjusted Alternatives to IRSAX
Among mutual funds in the REIT category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | Jun 23, 2023 | IRSAX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | IRSAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | IRSAX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | IRSAX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | IRSAX vs FRIFX |
Top Performing IRSAX Alternatives (YTD)
IRSAX alternatives from the REIT category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | 4.51% | Dec 29, 1998 | IRSAX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | IRSAX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | IRSAX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | IRSAX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | IRSAX vs IVRSX |
Lowest Volatility Alternatives to IRSAX
IRSAX alternatives from the REIT category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.67% | Jun 23, 2023 | IRSAX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | IRSAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | IRSAX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | IRSAX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | IRSAX vs FRIRX |
Lowest Drawdown Alternatives to IRSAX
IRSAX alternatives from the REIT category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | Jun 23, 2023 | IRSAX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | IRSAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | IRSAX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | IRSAX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | IRSAX vs FRINX |
Other Mutual Funds from Delaware Funds
Most popular Delaware Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 5 | -9.94% | Jun 30, 2000 | IRSAX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 5 | -15.30% | Jun 30, 2000 | IRSAX vs WLGAX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 88 | 2.54% | Oct 4, 1993 | IRSAX vs FGINX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 41 | 3.11% | Jun 24, 1987 | IRSAX vs DEVLX | |
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 97 | 13.36% | Jun 9, 1996 | IRSAX vs DEMIX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 18 | -3.22% | Dec 29, 1998 | IRSAX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 27 | -11.98% | Aug 1, 2003 | IRSAX vs OILGX | |
| Delaware Value Fund | Large Cap Value Equities | 38 | 1.00% | Sep 14, 1998 | IRSAX vs DDVIX | |
| Delaware Ivy Mid Cap Income Opportunities Fund | Mid Cap Value Equities | 20 | -1.41% | Oct 1, 2014 | IRSAX vs IVOIX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 11 | -1.20% | Jan 10, 1984 | IRSAX vs DMTFX |
Often Compared With IRSAX
What investors most often compare with IRSAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| InfraCap REIT Preferred ETF | Preferred Stock/Convertible Bonds, REIT | 21 | -2.23% | Feb 7, 2017 | IRSAX vs PFFR | |
| Fidelity Real Estate Investment Portfolio | REIT | 8 | 1.88% | Nov 17, 1986 | IRSAX vs FRESX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 8 | -0.87% | Sep 21, 1986 | IRSAX vs CXHYX | |
| Cohen & Steers International Realty Fund | REIT | 42 | -4.81% | Mar 30, 2005 | IRSAX vs IRFIX | |
| Fidelity International Real Estate Fund | REIT | 42 | -5.10% | Sep 8, 2004 | IRSAX vs FIREX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 10 | 2.88% | Jan 9, 1998 | IRSAX vs SOAAX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Adm... | REIT | 39 | -5.49% | Feb 10, 2011 | IRSAX vs VGRLX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 41 | -5.05% | Oct 2, 2018 | IRSAX vs FIKLX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 40 | -5.03% | Apr 4, 2007 | IRSAX vs FIRIX |
Compare IRSAX with Any Fund or Stock
Compare IRSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.