VY Invesco Equity and Income Portfolio (IUAIX) Alternatives
VY Invesco Equity and Income Portfolio (IUAIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IUAIX. 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 IUAIX
IUAIX charges 0.64% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among IUAIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | IUAIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | IUAIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | IUAIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | IUAIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | IUAIX vs BWBIX |
Best Risk-Adjusted Alternatives to IUAIX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | IUAIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | IUAIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | IUAIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | IUAIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | IUAIX vs PMAIX |
Top Performing IUAIX Alternatives (YTD)
IUAIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | IUAIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | IUAIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | IUAIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | IUAIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | IUAIX vs CONWX |
Lowest Volatility Alternatives to IUAIX
IUAIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | IUAIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | IUAIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | IUAIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | IUAIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | IUAIX vs SICIX |
Lowest Drawdown Alternatives to IUAIX
IUAIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | IUAIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | IUAIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | IUAIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | IUAIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | IUAIX vs SICIX |
Other Mutual Funds from Voya
Most popular Voya mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 44 | 15.27% | Nov 18, 1935 | IUAIX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 17 | -13.34% | May 1, 2009 | IUAIX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 8 | -5.90% | Dec 18, 2007 | IUAIX vs IEDAX | |
| Voya Mid Cap Research Enhanced Index Fund | Mid Cap Blend Equities | 11 | -4.86% | Feb 3, 1998 | IUAIX vs VYMSX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 38 | -0.79% | Dec 15, 1998 | IUAIX vs IIBAX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 38 | -0.72% | May 1, 2009 | IUAIX vs IRVIX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 26 | -8.38% | Mar 10, 2008 | IUAIX vs IIRLX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 88 | 1.94% | Jan 2, 2006 | IUAIX vs IFTIX | |
| Voya High Yield Portfolio | High Yield Bonds | 54 | -1.94% | May 3, 2004 | IUAIX vs IPHYX | |
| Voya U.S. Stock Index Portfolio | Large Cap Blend Equities | 21 | -7.12% | May 3, 2004 | IUAIX vs INGIX |
Often Compared With IUAIX
What investors most often compare with IUAIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard FTSE All-World UCITS ETF USD Accumulating | Global Equities | 74 | -4.20% | Jul 23, 2019 | IUAIX vs VWRA.L | |
| iShares Treasury Bond 20+ UCITS | Government Bonds | 11 | -1.03% | Jan 20, 2015 | IUAIX vs IDTL.L | |
| Vanguard Growth ETF | Large Cap Growth Equities | 50 | -10.37% | Nov 13, 2000 | IUAIX vs VUG | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | IUAIX vs VOO | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | IUAIX vs MAANX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | IUAIX vs QBDSX | |
| Voya Large Cap Growth Portfolio | Large Cap Growth Equities | 12 | -14.02% | May 3, 2004 | IUAIX vs IEOSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | IUAIX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | IUAIX vs WWWEX |
Compare IUAIX with Any Fund or Stock
Compare IUAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.