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 | |
|---|---|---|---|---|---|
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | ISWIX vs LTRIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | ISWIX vs LTFIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | ISWIX vs PTDIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | ISWIX vs JIEHX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | ISWIX vs FCQTX |
Best Risk-Adjusted Alternatives to ISWIX
ISWIX has a PortfoliosLab risk / return rank of 71. There are 209 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | ISWIX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | ISWIX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | ISWIX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | ISWIX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | ISWIX vs FRHMX |
Top Performing ISWIX Alternatives (YTD)
ISWIX is at 4.53% YTD. There are 611 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | ISWIX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | ISWIX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | ISWIX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | ISWIX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.76% | — | Aug 2014 | ISWIX vs FVTKX |
Lowest Volatility Alternatives to ISWIX
ISWIX has 5.87% 1-year volatility. There are 92 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.58% | — | Nov 2015 | ISWIX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | ISWIX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | ISWIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.32% | — | Oct 2009 | ISWIX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.36% | — | Aug 2007 | ISWIX vs FRIMX |
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 | 43 | 15.98% | — | Nov 1935 | ISWIX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 25 | 3.68% | — | May 2009 | ISWIX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 43 | 11.20% | — | Dec 2007 | ISWIX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 14 | 0.18% | — | Dec 1998 | ISWIX vs IIBAX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 34 | -0.04% | — | Sep 2015 | ISWIX vs ATLAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 42 | 7.36% | — | Jan 2006 | ISWIX vs IFTIX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | ISWIX vs IMCDX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 60 | 8.47% | — | Mar 2008 | ISWIX vs IIRLX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 93 | 16.35% | — | May 2009 | ISWIX vs IRVIX | |
| Voya High Yield Portfolio | High Yield Bonds | 44 | 1.17% | — | May 2004 | ISWIX vs IPHYX |
Often Compared With ISWIX
Investors most often compare ISWIX with SWDA.L, DRIJX, FFFCX. These 20 comparison targets span 5 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