Guinness Atkinson Global Innovators Fund (IWIRX) belongs to the Large 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 IWIRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IWIRX
IWIRX charges 1.24% annually. There are 362 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | IWIRX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | IWIRX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | IWIRX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | IWIRX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | IWIRX vs TILIX |
Best Risk-Adjusted Alternatives to IWIRX
IWIRX has a PortfoliosLab risk / return rank of 23. There are 269 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | IWIRX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | IWIRX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | IWIRX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | IWIRX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | IWIRX vs POGRX |
Top Performing IWIRX Alternatives (YTD)
IWIRX is at 5.43% YTD. There are 345 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | IWIRX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | IWIRX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | IWIRX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | IWIRX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | IWIRX vs FOKFX |
Lowest Volatility Alternatives to IWIRX
IWIRX has 15.23% 1-year volatility. There are 168 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | IWIRX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | IWIRX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | IWIRX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | IWIRX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | IWIRX vs AWYIX |
Lowest Drawdown Alternatives to IWIRX
IWIRX has a 1-year max drawdown of -12.03%. There are 105 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | IWIRX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | IWIRX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | IWIRX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | IWIRX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | IWIRX vs AQEIX |
Other Mutual Funds from Guinness Atkinson
The 4 most viewed Guinness Atkinson mutual funds shown here include ICHKX, GAAEX, GAGEX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Guinness Atkinson China And Hong Kong Fund | China Equities | 21 | 0.74% | — | Jun 1994 | IWIRX vs ICHKX | |
| Guinness Atkinson Alternative Energy Fund | Global Equities | 59 | 20.00% | — | Mar 2006 | IWIRX vs GAAEX | |
| Guinness Atkinson Global Energy Fund | Energy Equities | 86 | 33.96% | — | Jun 2004 | IWIRX vs GAGEX | |
| Guinness Atkinson Asia Focus Fund | Asia Pacific Equities | 74 | 18.99% | — | Apr 1996 | IWIRX vs IASMX |
Often Compared With IWIRX
Investors most often compare IWIRX with VOO, SPY, XLK. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare IWIRX with Any Fund or Stock
Compare IWIRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IWIRX with funds that move differently
Guinness Atkinson Global Innovators Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IWIRX.
Explore IWIRX Diversifiers