Delaware Ivy Global Bond Fund (IVSIX) belongs to the Global Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IVSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IVSIX
IVSIX charges 0.72% annually. There are 44 mutual funds in the Global Bonds category with lower expense ratios, going as low as 0.06%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity International Bond Index Fund | 0.06% | — | Oct 2019 | IVSIX vs FBIIX | |
| Vanguard Total International Bond II Index Fund | 0.07% | — | Feb 2021 | IVSIX vs VTILX | |
| Vanguard Total International Bond II Index Fund In... | 0.11% | — | Feb 2021 | IVSIX vs VTIIX | |
| Vanguard Total International Bond Index Fund | 0.13% | — | May 2013 | IVSIX vs VTIBX | |
| DFA Two Year Global Fixed Income Portfolio | 0.16% | — | Feb 1996 | IVSIX vs DFGFX |
Best Risk-Adjusted Alternatives to IVSIX
IVSIX has a PortfoliosLab risk / return rank of 26. There are 17 mutual funds in the Global Bonds category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Destinations Global Fixed Income Opportunities Fun... | 98 | — | Mar 2017 | IVSIX vs DGFFX | |
| Eaton Vance Global Bond Fund | 90 | — | Jun 2007 | IVSIX vs EAIIX | |
| T. Rowe Price Global Multi-Sector Bond Fund | 87 | — | Dec 2008 | IVSIX vs PRSNX | |
| DFA Selectively Hedged Global Fixed Income Portfol... | 86 | — | Jan 2008 | IVSIX vs DFSHX | |
| Payden Global Low Duration Fund | 80 | — | Sep 1996 | IVSIX vs PYGSX |
Top Performing IVSIX Alternatives (YTD)
IVSIX is at 0.92% YTD. There are 23 mutual funds in the Global Bonds category with higher YTD returns, going as high as 3.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Bond Fund | 3.75% | — | Jun 2007 | IVSIX vs EAIIX | |
| Dunham International Opportunity Bond Fund | 2.88% | — | Oct 2013 | IVSIX vs DAIOX | |
| Destinations Global Fixed Income Opportunities Fun... | 2.55% | — | Mar 2017 | IVSIX vs DGFFX | |
| Templeton Global Bond Fund | 2.14% | — | Sep 1986 | IVSIX vs TPINX | |
| Templeton Global Bond Fund - Class R | 2.05% | — | Feb 2009 | IVSIX vs FGBRX |
Lowest Volatility Alternatives to IVSIX
IVSIX has 2.89% 1-year volatility. There are 14 mutual funds in the Global Bonds category with lower 1-year volatility, going as low as 1.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Selectively Hedged Global Fixed Income Portfol... | 1.52% | — | Jan 2008 | IVSIX vs DFSHX | |
| Payden Global Low Duration Fund | 1.53% | — | Sep 1996 | IVSIX vs PYGSX | |
| DFA Two Year Global Fixed Income Portfolio | 1.58% | — | Feb 1996 | IVSIX vs DFGFX | |
| DFA Five Year Global Fixed Income Portfolio | 1.88% | — | Nov 1990 | IVSIX vs DFGBX | |
| SA Global Fixed Income Fund | 1.97% | — | Jul 1999 | IVSIX vs SAXIX |
Lowest Drawdown Alternatives to IVSIX
IVSIX has a 1-year max drawdown of -2.39%. There are 13 mutual funds in the Global Bonds category with shallower 1-year drawdowns, going as shallow as -1.19%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Destinations Global Fixed Income Opportunities Fun... | -1.19% | — | Mar 2017 | IVSIX vs DGFFX | |
| Payden Global Low Duration Fund | -1.23% | — | Sep 1996 | IVSIX vs PYGSX | |
| DFA Selectively Hedged Global Fixed Income Portfol... | -1.28% | — | Jan 2008 | IVSIX vs DFSHX | |
| DFA Five Year Global Fixed Income Portfolio | -1.38% | — | Nov 1990 | IVSIX vs DFGBX | |
| DFA Two Year Global Fixed Income Portfolio | -1.41% | — | Feb 1996 | IVSIX vs DFGFX |
Other Mutual Funds from Ivy Funds
The 6 most viewed Ivy Funds mutual funds shown here include WSTCX, IEYYX, WTRCX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Ivy Science and Technology Fund | Technology Equities | 87 | 41.37% | — | Jul 1997 | IVSIX vs WSTCX | |
| Delaware Ivy Energy Fund | Energy Equities | 96 | 22.14% | — | Apr 2006 | IVSIX vs IEYYX | |
| Delaware Ivy Core Equity Fund | Large Cap Blend Equities | 31 | 9.21% | — | Sep 1992 | IVSIX vs WTRCX | |
| Delaware Ivy Small Cap Growth Fund | Small Cap Growth Equities | 29 | 12.81% | — | Sep 1992 | IVSIX vs WRGCX | |
| Delaware Ivy Asset Strategy Fund | Global Allocation | 32 | 6.61% | — | Apr 1995 | IVSIX vs WASCX | |
| Delaware Ivy High Income Fund | High Yield Bonds | 23 | -0.69% | — | Jul 1997 | IVSIX vs WRHIX |
Often Compared With IVSIX
Investors most often compare IVSIX with SPY, UDBPX, TNBMX. These 4 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 70 | 10.91% | 781.00B | Jan 1993 | IVSIX vs SPY | |
| UBS Sustainable Development Bank Bond Fund | Global Bonds | 20 | 0.16% | — | Oct 2018 | IVSIX vs UDBPX | |
| T. Rowe Price International Bond Fund (USD Hedged) | Global Bonds | 39 | 0.97% | — | Sep 2017 | IVSIX vs TNBMX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 33 | 1.33% | — | May 2014 | IVSIX vs DOXLX |
Compare IVSIX with Any Fund or Stock
Compare IVSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IVSIX with funds that move differently
Delaware Ivy Global Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IVSIX.
Explore IVSIX Diversifiers