Voya SmallCap Opportunities Portfolio (IVSOX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IVSOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IVSOX
IVSOX charges 0.85% annually. There are 27 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | IVSOX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | IVSOX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | IVSOX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | IVSOX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | IVSOX vs VISGX |
Best Risk-Adjusted Alternatives to IVSOX
IVSOX has a PortfoliosLab risk / return rank of 78. There are 19 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | IVSOX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | IVSOX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | IVSOX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | IVSOX vs NEAGX | |
| Oberweis Micro Cap Fund | 92 | — | Dec 1995 | IVSOX vs OBMCX |
Top Performing IVSOX Alternatives (YTD)
IVSOX is at 24.11% YTD. There are 50 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 83.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 83.93% | — | Dec 2016 | IVSOX vs NESIX | |
| Needham Small Cap Growth Fund | 83.39% | — | May 2002 | IVSOX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 64.46% | — | Dec 2016 | IVSOX vs NEAIX | |
| Needham Aggressive Growth Fund | 64.16% | — | Sep 2001 | IVSOX vs NEAGX | |
| Oberweis Micro Cap Fund | 52.27% | — | Dec 1995 | IVSOX vs OBMCX |
Lowest Volatility Alternatives to IVSOX
IVSOX has 23.62% 1-year volatility. There are 120 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.48% | — | Nov 1995 | IVSOX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.39% | — | Jul 2011 | IVSOX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | IVSOX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.32% | — | Sep 1988 | IVSOX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | IVSOX vs NBGIX |
Lowest Drawdown Alternatives to IVSOX
IVSOX has a 1-year max drawdown of -17.04%. There are 139 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | IVSOX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | IVSOX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | IVSOX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | IVSOX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | IVSOX vs RFIMX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include LEXCX, IRLNX, IEDAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 43 | 15.98% | — | Nov 1935 | IVSOX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 25 | 3.68% | — | May 2009 | IVSOX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 43 | 11.20% | — | Dec 2007 | IVSOX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 14 | 0.18% | — | Dec 1998 | IVSOX vs IIBAX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 34 | -0.04% | — | Sep 2015 | IVSOX vs ATLAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 42 | 7.36% | — | Jan 2006 | IVSOX vs IFTIX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IVSOX vs IMCDX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 60 | 8.47% | — | Mar 2008 | IVSOX vs IIRLX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 93 | 16.35% | — | May 2009 | IVSOX vs IRVIX | |
| Voya High Yield Portfolio | High Yield Bonds | 44 | 1.17% | — | May 2004 | IVSOX vs IPHYX |
Often Compared With IVSOX
Investors most often compare IVSOX with CAIBX, HRSMX, VYMSX. These 18 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare IVSOX with Any Fund or Stock
Compare IVSOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IVSOX with funds that move differently
Voya SmallCap Opportunities Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IVSOX.
Explore IVSOX Diversifiers