Voya Solution Income Portfolio (ISWIX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ISWIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ISWIX
ISWIX charges 0.25% annually. There are 218 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | ISWIX vs FCQTX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | ISWIX vs JRLVX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | ISWIX vs LTFIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | ISWIX vs JIEHX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | ISWIX vs PTDIX |
Best Risk-Adjusted Alternatives to ISWIX
ISWIX has a PortfoliosLab risk / return rank of 80. There are 39 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | ISWIX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | ISWIX vs SSFNX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | ISWIX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 85 | — | Sep 2014 | ISWIX vs SSBRX | |
| Voya Target Retirement 2045 Fund | 85 | — | Dec 2012 | ISWIX vs IRSPX |
Top Performing ISWIX Alternatives (YTD)
ISWIX is at 4.98% YTD. There are 588 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | ISWIX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | ISWIX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 14.07% | — | Jun 2017 | ISWIX vs FQLSX | |
| Fidelity Freedom Blend 2055 Fund Class K6 | 14.04% | — | Aug 2018 | ISWIX vs FHDDX | |
| Fidelity Freedom Blend 2060 Fund Class K6 | 14.02% | — | Aug 2018 | ISWIX vs FHCDX |
Lowest Volatility Alternatives to ISWIX
ISWIX has 5.53% 1-year volatility. There are 95 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.33% | — | Nov 2015 | ISWIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | ISWIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | ISWIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.14% | — | Aug 2019 | ISWIX vs FRQHX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.15% | — | Aug 2007 | ISWIX vs FRQIX |
Lowest Drawdown Alternatives to ISWIX
ISWIX has a 1-year max drawdown of -4.42%. There are 86 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | ISWIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | ISWIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | ISWIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | ISWIX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | ISWIX vs FRKMX |
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 | ISWIX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 39 | 9.30% | — | May 2009 | ISWIX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 37 | 8.93% | — | Dec 2007 | ISWIX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 19 | 0.53% | — | Dec 1998 | ISWIX vs IIBAX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 46 | 0.53% | — | Sep 2015 | ISWIX vs ATLAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 33 | 6.84% | — | Jan 2006 | ISWIX vs IFTIX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 75 | 11.09% | — | Mar 2008 | ISWIX vs IIRLX | |
| Voya Mid Cap Research Enhanced Index Fund | Mid Cap Blend Equities | 43 | 15.34% | — | Feb 1998 | ISWIX vs VYMSX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | ISWIX vs IMCDX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 89 | 13.79% | — | May 2009 | ISWIX vs IRVIX |
Often Compared With ISWIX
Investors most often compare ISWIX with SWDA.L, DRIJX, PDDDX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare ISWIX with Any Fund or Stock
Compare ISWIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ISWIX with funds that move differently
Voya Solution Income Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ISWIX.
Explore ISWIX Diversifiers