VY Morgan Stanley Global Franchise Portfolio (IVGTX) Alternatives
VY Morgan Stanley Global Franchise Portfolio (IVGTX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IVGTX. 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 IVGTX
IVGTX charges 1.20% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among IVGTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | IVGTX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | IVGTX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | IVGTX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | IVGTX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | IVGTX vs VMNVX |
Best Risk-Adjusted Alternatives to IVGTX
Among mutual funds in the Global Equities 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 | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | IVGTX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | IVGTX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | IVGTX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | IVGTX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | IVGTX vs GLIFX |
Top Performing IVGTX Alternatives (YTD)
IVGTX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | IVGTX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | IVGTX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | IVGTX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | IVGTX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | IVGTX vs GQRIX |
Lowest Volatility Alternatives to IVGTX
IVGTX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | IVGTX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | IVGTX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | IVGTX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | IVGTX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | IVGTX vs GLIFX |
Lowest Drawdown Alternatives to IVGTX
IVGTX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | IVGTX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | IVGTX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | IVGTX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | IVGTX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | IVGTX vs FGIAX |
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 | IVGTX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 17 | -13.34% | May 1, 2009 | IVGTX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 8 | -5.90% | Dec 18, 2007 | IVGTX vs IEDAX | |
| Voya Mid Cap Research Enhanced Index Fund | Mid Cap Blend Equities | 11 | -4.86% | Feb 3, 1998 | IVGTX vs VYMSX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 38 | -0.79% | Dec 15, 1998 | IVGTX vs IIBAX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 38 | -0.72% | May 1, 2009 | IVGTX vs IRVIX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 26 | -8.38% | Mar 10, 2008 | IVGTX vs IIRLX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 88 | 1.94% | Jan 2, 2006 | IVGTX vs IFTIX | |
| Voya High Yield Portfolio | High Yield Bonds | 54 | -1.94% | May 3, 2004 | IVGTX vs IPHYX | |
| Voya U.S. Stock Index Portfolio | Large Cap Blend Equities | 21 | -7.12% | May 3, 2004 | IVGTX vs INGIX |
Often Compared With IVGTX
What investors most often compare with IVGTX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Legg Mason International Low Volatility High Divid... | Volatility Hedged Equity, Dividend | 95 | 10.54% | Jul 27, 2016 | IVGTX vs LVHI |
Compare IVGTX with Any Fund or Stock
Compare IVGTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.