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 a closer substitute for your current allocation.
Cheapest Alternatives to IUAIX
IUAIX charges 0.64% annually. There are 266 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | IUAIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | IUAIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | IUAIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | IUAIX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | IUAIX vs VTMFX |
Best Risk-Adjusted Alternatives to IUAIX
IUAIX has a PortfoliosLab risk / return rank of 43. There are 425 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | IUAIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | IUAIX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | IUAIX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | IUAIX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | IUAIX vs AYBLX |
Top Performing IUAIX Alternatives (YTD)
IUAIX is at 7.40% YTD. There are 236 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | IUAIX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | IUAIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | IUAIX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | IUAIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | IUAIX vs TIBIX |
Lowest Volatility Alternatives to IUAIX
IUAIX has 11.93% 1-year volatility. There are 466 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | IUAIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | IUAIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | IUAIX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | IUAIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | IUAIX vs CSTAX |
Lowest Drawdown Alternatives to IUAIX
IUAIX has a 1-year max drawdown of -6.04%. There are 235 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | IUAIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | IUAIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | IUAIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | IUAIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | IUAIX vs CSTAX |
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 | 84 | 25.66% | — | Nov 1935 | IUAIX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 20 | 5.28% | — | May 2009 | IUAIX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 44 | 10.02% | — | Dec 2007 | IUAIX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 19 | 0.21% | — | Dec 1998 | IUAIX vs IIBAX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 61 | 10.30% | — | Mar 2008 | IUAIX vs IIRLX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 51 | 1.53% | — | Sep 2015 | IUAIX vs ATLAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 74 | 11.01% | — | Jan 2006 | IUAIX vs IFTIX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IUAIX vs IMCDX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 95 | 18.43% | — | May 2009 | IUAIX vs IRVIX | |
| Voya High Yield Portfolio | High Yield Bonds | 48 | 1.29% | — | May 2004 | IUAIX vs IPHYX |
Often Compared With IUAIX
Investors most often compare IUAIX with VWRA.L, IDTL.L, VUG. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare IUAIX with Any Fund or Stock
Compare IUAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IUAIX with funds that move differently
VY Invesco Equity and Income Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IUAIX.
Explore IUAIX Diversifiers