VY CBRE Real Estate Portfolio (IVRSX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IVRSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IVRSX
IVRSX charges 0.93% annually. There are 48 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | IVRSX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | IVRSX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | IVRSX vs VRTPX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | IVRSX vs VGRNX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.11% | 71.40B | Dec 2003 | IVRSX vs VGSNX |
Best Risk-Adjusted Alternatives to IVRSX
IVRSX has a PortfoliosLab risk / return rank of 77. There are 7 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | IVRSX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | IVRSX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 87 | — | Oct 2011 | IVRSX vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | IVRSX vs AIGYX | |
| Delaware Ivy Securian Real Estate Securities Fund | 81 | — | Feb 1999 | IVRSX vs IRSAX |
Top Performing IVRSX Alternatives (YTD)
IVRSX is at 20.91% YTD. There are 2 mutual funds in the REIT category with higher YTD returns, going as high as 22.21%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 22.21% | — | Dec 2010 | IVRSX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 21.63% | — | Dec 1998 | IVRSX vs AIGYX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.77% | — | Mar 1995 | IVRSX vs PHRAX | |
| Columbia Real Estate Equity Fund | 20.76% | — | Apr 1994 | IVRSX vs CREEX | |
| Great-West Real Estate Index Fund | 20.70% | — | Nov 2012 | IVRSX vs MXREX |
Lowest Volatility Alternatives to IVRSX
IVRSX has 14.16% 1-year volatility. There are 90 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.44%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.44% | — | Jun 2023 | IVRSX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | IVRSX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.48% | — | Oct 2011 | IVRSX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.77% | — | Jun 2014 | IVRSX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.21% | — | Feb 2003 | IVRSX vs FRIFX |
Lowest Drawdown Alternatives to IVRSX
IVRSX has a 1-year max drawdown of -7.74%. There are 20 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | IVRSX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | IVRSX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | IVRSX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | IVRSX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | IVRSX vs FRIFX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include LEXCX, IRLNX, IEDAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 93 | 29.09% | — | Nov 1935 | IVRSX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 12 | -0.43% | — | May 2009 | IVRSX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 57 | 11.24% | — | Dec 2007 | IVRSX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 14 | -0.71% | — | Dec 1998 | IVRSX vs IIBAX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 51 | 7.81% | — | Mar 2008 | IVRSX vs IIRLX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IVRSX vs IMCDX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 33 | 0.37% | — | Sep 2015 | IVRSX vs ATLAX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 96 | 19.97% | — | May 2009 | IVRSX vs IRVIX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities, Low Volatility | 89 | 15.40% | — | Jan 2006 | IVRSX vs IFTIX | |
| Voya High Yield Portfolio | High Yield Bonds | 44 | 0.59% | — | May 2004 | IVRSX vs IPHYX |
Often Compared With IVRSX
Investors most often compare IVRSX with IGR, CRARX, IEOSX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare IVRSX with Any Fund or Stock
Compare IVRSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IVRSX with funds that move differently
VY CBRE Real Estate Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IVRSX.
Explore IVRSX Diversifiers