Delaware Ivy Smid Cap Core Fund (IYSAX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IYSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IYSAX
IYSAX charges 1.14% annually. There are 115 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | IYSAX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | IYSAX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | IYSAX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | IYSAX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | IYSAX vs VSMAX |
Best Risk-Adjusted Alternatives to IYSAX
IYSAX has a PortfoliosLab risk / return rank of 52. There are 90 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | IYSAX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | IYSAX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | IYSAX vs RIVSX | |
| Royce Micro Cap Series Fund | 89 | — | Dec 1991 | IYSAX vs RYOTX | |
| Keeley Small Cap Fund Class Institutional | 88 | — | Apr 1997 | IYSAX vs WWSIX |
Top Performing IYSAX Alternatives (YTD)
IYSAX is at 13.98% YTD. There are 113 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | IYSAX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | IYSAX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | IYSAX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | IYSAX vs HDPSX | |
| MainStay WMC Small Companies Fund | 26.74% | — | Jan 1987 | IYSAX vs MOPIX |
Lowest Volatility Alternatives to IYSAX
IYSAX has 15.30% 1-year volatility. There are 8 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | IYSAX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | IYSAX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | IYSAX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | IYSAX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | IYSAX vs BOSOX |
Lowest Drawdown Alternatives to IYSAX
IYSAX has a 1-year max drawdown of -9.02%. There are 31 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | IYSAX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | IYSAX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | IYSAX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | IYSAX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | IYSAX vs BIAUX |
Other Mutual Funds from Delaware Funds
The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, FGINX, WMGAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 98 | 112.88% | — | Jun 1996 | IYSAX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 96 | 17.90% | — | Oct 1993 | IYSAX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 5 | 3.46% | — | Jun 2000 | IYSAX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 9 | 2.17% | — | Jun 2000 | IYSAX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 48 | 15.25% | — | Jun 1987 | IYSAX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 37 | 12.71% | — | Dec 1998 | IYSAX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 32 | 10.05% | — | Aug 2003 | IYSAX vs OILGX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 40 | 2.21% | — | Jan 1984 | IYSAX vs DMTFX | |
| Delaware Value Fund | Large Cap Value Equities | 30 | 5.83% | — | Sep 1998 | IYSAX vs DDVIX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 31 | 2.60% | — | Sep 1986 | IYSAX vs CXHYX |
Often Compared With IYSAX
Investors most often compare IYSAX with WESCX, NINLX, HASCX. These 6 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TETON Westwood SmallCap Equity Fund | Small Cap Blend Equities | 88 | 25.10% | — | Apr 1997 | IYSAX vs WESCX | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 88 | 24.97% | — | May 2010 | IYSAX vs NINLX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 69 | 26.15% | — | Dec 2001 | IYSAX vs HASCX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 64 | 18.69% | — | Oct 2002 | IYSAX vs TISBX | |
| Delaware Opportunity Fund | Mid Cap Value Equities | 82 | 18.81% | — | Aug 1992 | IYSAX vs FIUSX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 57 | 14.71% | — | Mar 2015 | IYSAX vs SSCDX |
Compare IYSAX with Any Fund or Stock
Compare IYSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IYSAX with funds that move differently
Delaware Ivy Smid Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IYSAX.
Explore IYSAX Diversifiers