VY CBRE Real Estate Portfolio (IVRSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to IVRSX
IVRSX charges 0.93% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among IVRSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | IVRSX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | IVRSX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | IVRSX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | IVRSX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | IVRSX vs VGRNX |
Best Risk-Adjusted Alternatives to IVRSX
Among mutual funds in the REIT 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 | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | Jun 23, 2023 | IVRSX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | IVRSX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | IVRSX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | IVRSX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | IVRSX vs FRIFX |
Top Performing IVRSX Alternatives (YTD)
IVRSX alternatives from the REIT category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | 4.51% | Dec 29, 1998 | IVRSX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | IVRSX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | IVRSX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | IVRSX vs CRARX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 2.88% | Mar 1, 1995 | IVRSX vs PHRAX |
Lowest Volatility Alternatives to IVRSX
IVRSX alternatives from the REIT category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.67% | Jun 23, 2023 | IVRSX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | IVRSX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | IVRSX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | IVRSX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | IVRSX vs FRIRX |
Lowest Drawdown Alternatives to IVRSX
IVRSX alternatives from the REIT category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | Jun 23, 2023 | IVRSX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | IVRSX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | IVRSX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | IVRSX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | IVRSX vs FRINX |
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 | IVRSX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 17 | -13.34% | May 1, 2009 | IVRSX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 8 | -5.90% | Dec 18, 2007 | IVRSX vs IEDAX | |
| Voya Mid Cap Research Enhanced Index Fund | Mid Cap Blend Equities | 11 | -4.86% | Feb 3, 1998 | IVRSX vs VYMSX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 38 | -0.79% | Dec 15, 1998 | IVRSX vs IIBAX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 38 | -0.72% | May 1, 2009 | IVRSX vs IRVIX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 26 | -8.38% | Mar 10, 2008 | IVRSX vs IIRLX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 88 | 1.94% | Jan 2, 2006 | IVRSX vs IFTIX | |
| Voya High Yield Portfolio | High Yield Bonds | 54 | -1.94% | May 3, 2004 | IVRSX vs IPHYX | |
| Voya U.S. Stock Index Portfolio | Large Cap Blend Equities | 21 | -7.12% | May 3, 2004 | IVRSX vs INGIX |
Often Compared With IVRSX
What investors most often compare with IVRSX, 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.