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 220 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 | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | ISWIX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | ISWIX vs PPLIX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | ISWIX vs JRLVX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | ISWIX vs JLKYX |
Best Risk-Adjusted Alternatives to ISWIX
ISWIX has a PortfoliosLab risk / return rank of 64. There are 343 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | ISWIX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | ISWIX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | ISWIX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 83 | — | Sep 2014 | ISWIX vs SSBRX | |
| USAA Target Retirement 2030 Fund | 83 | — | Jul 2008 | ISWIX vs URTRX |
Top Performing ISWIX Alternatives (YTD)
ISWIX is at 3.91% YTD. There are 606 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | ISWIX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | ISWIX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.89% | — | Jun 2017 | ISWIX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.86% | — | Jun 2019 | ISWIX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.80% | — | Jun 2017 | ISWIX vs FQLSX |
Lowest Volatility Alternatives to ISWIX
ISWIX has 5.96% 1-year volatility. There are 81 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | ISWIX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.43% | — | Oct 2009 | ISWIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.46% | — | Oct 2009 | ISWIX vs FFGZX | |
| MFS Lifetime Income Fund | 4.50% | — | Sep 2005 | ISWIX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | ISWIX vs DRIQX |
Lowest Drawdown Alternatives to ISWIX
ISWIX has a 1-year max drawdown of -4.42%. There are 70 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | ISWIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | ISWIX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | ISWIX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | ISWIX vs PRMYX |
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 | ISWIX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 12 | 0.42% | — | May 2009 | ISWIX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 63 | 12.29% | — | Dec 2007 | ISWIX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 9 | -0.94% | — | Dec 1998 | ISWIX vs IIBAX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 50 | 8.74% | — | Mar 2008 | ISWIX vs IIRLX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | ISWIX vs IMCDX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 28 | -0.21% | — | Sep 2015 | ISWIX vs ATLAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities, Low Volatility | 88 | 14.35% | — | Jan 2006 | ISWIX vs IFTIX | |
| Voya High Yield Portfolio | High Yield Bonds | 31 | 0.59% | — | May 2004 | ISWIX vs IPHYX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 97 | 20.88% | — | May 2009 | ISWIX vs IRVIX |
Often Compared With ISWIX
Investors most often compare ISWIX with DRIJX, SWDA.L, VYMSX. 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