Delaware Ivy International Core Equity Fund (IVIAX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IVIAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IVIAX
IVIAX charges 1.04% annually. There are 307 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | IVIAX vs FIGSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | IVIAX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | IVIAX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | IVIAX vs FSOSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | IVIAX vs FHLFX |
Best Risk-Adjusted Alternatives to IVIAX
IVIAX has a PortfoliosLab risk / return rank of 21. There are 378 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 98 | — | Jul 1998 | IVIAX vs GTMIX | |
| SA International Value Fund | 96 | — | Aug 1999 | IVIAX vs SAHMX | |
| Touchstone International Equity Fund | 94 | — | Mar 1993 | IVIAX vs SWRLX | |
| PIMCO RAE PLUS International Fund | 94 | — | Sep 2011 | IVIAX vs PTSIX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | IVIAX vs VIHAX |
Top Performing IVIAX Alternatives (YTD)
IVIAX is at 8.29% YTD. There are 352 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 23.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham International Stock Fund | 23.49% | — | Dec 2004 | IVIAX vs DCINX | |
| Fidelity SAI International SMA Completion Fund | 22.43% | — | Apr 2019 | IVIAX vs FISZX | |
| Touchstone International Equity Fund | 21.94% | — | Mar 1993 | IVIAX vs SWRLX | |
| GMO Tax-Managed International Equities Fund | 21.28% | — | Jul 1998 | IVIAX vs GTMIX | |
| GMO International Developed Equity Allocation Fund | 21.04% | — | Jun 2006 | IVIAX vs GIOTX |
Lowest Volatility Alternatives to IVIAX
IVIAX has 18.92% 1-year volatility. There are 374 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 7.51% | — | Nov 1997 | IVIAX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class A | 7.52% | — | Sep 1996 | IVIAX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class Z | 7.53% | — | Feb 2017 | IVIAX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class M | 7.54% | — | Apr 1990 | IVIAX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 7.54% | — | Jul 1995 | IVIAX vs FAOIX |
Lowest Drawdown Alternatives to IVIAX
IVIAX has a 1-year max drawdown of -14.58%. There are 402 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | IVIAX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | IVIAX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | IVIAX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | IVIAX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | IVIAX vs FAOAX |
Other Mutual Funds from Delaware Funds
The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, FGINX, WMGAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Equities | 94 | 79.82% | — | Jun 1996 | IVIAX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 98 | 24.22% | — | Oct 1993 | IVIAX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 2.15% | — | Jun 2000 | IVIAX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 10 | 3.04% | — | Jun 2000 | IVIAX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 85 | 21.78% | — | Jun 1987 | IVIAX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 76 | 19.86% | — | Dec 1998 | IVIAX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 22 | 5.23% | — | Aug 2003 | IVIAX vs OILGX | |
| Delaware Floating Rate Fund | Bank Loan | 94 | 2.18% | — | Feb 2010 | IVIAX vs DDFLX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 54 | 0.73% | — | Jan 1984 | IVIAX vs DMTFX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 42 | 0.64% | — | Sep 1986 | IVIAX vs CXHYX |
Often Compared With IVIAX
Investors most often compare IVIAX with BLK, IVOIX, EPDIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare IVIAX with Any Fund or Stock
Compare IVIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IVIAX with funds that move differently
Delaware Ivy International Core Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IVIAX.
Explore IVIAX Diversifiers