Delaware Ivy High Income Fund (WRHIX) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WRHIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WRHIX
WRHIX charges 1.70% annually. There are 168 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | — | Dec 2008 | WRHIX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.13% | 25.70B | Nov 2001 | WRHIX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | — | Dec 2017 | WRHIX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.23% | 25.70B | Dec 1978 | WRHIX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | — | Nov 2020 | WRHIX vs CRDOX |
Best Risk-Adjusted Alternatives to WRHIX
WRHIX has a PortfoliosLab risk / return rank of 24. There are 172 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | — | Dec 2014 | WRHIX vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | — | Mar 2019 | WRHIX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | — | Sep 2010 | WRHIX vs RPHIX | |
| Fidelity Series High Income Fund | 97 | — | Mar 2011 | WRHIX vs FSHNX | |
| American Beacon SiM High Yield Opportunities Fund ... | 97 | — | Feb 2011 | WRHIX vs SHOYX |
Top Performing WRHIX Alternatives (YTD)
WRHIX is at -0.69% YTD. There are 185 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 7.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 7.97% | — | Dec 2014 | WRHIX vs XILSX | |
| Fidelity Capital & Income Fund | 7.96% | — | Nov 1977 | WRHIX vs FAGIX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.29% | — | Oct 2018 | WRHIX vs FIQTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.16% | — | Jul 1995 | WRHIX vs FAHCX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.04% | — | Jan 1987 | WRHIX vs FAHYX |
Lowest Volatility Alternatives to WRHIX
WRHIX has 4.05% 1-year volatility. There are 162 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund | 0.88% | — | Mar 2019 | WRHIX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 0.88% | — | Sep 2010 | WRHIX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 1.50% | — | Jul 2014 | WRHIX vs CWFIX | |
| Shenkman Capital Short Duration High Income Fund | 1.63% | — | Oct 2012 | WRHIX vs SCFIX | |
| Osterweis Strategic Income Fund | 1.69% | — | Aug 2002 | WRHIX vs OSTIX |
Lowest Drawdown Alternatives to WRHIX
WRHIX has a 1-year max drawdown of -3.11%. There are 160 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | -0.10% | — | Sep 2010 | WRHIX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.19% | — | Mar 2019 | WRHIX vs CCLFX | |
| Pioneer ILS Interval Fund | -0.21% | — | Dec 2014 | WRHIX vs XILSX | |
| MainStay MacKay Short Duration High Yield Fund | -1.06% | — | Dec 2012 | WRHIX vs MDHVX | |
| Shenkman Capital Short Duration High Income Fund | -1.11% | — | Oct 2012 | WRHIX vs SCFIX |
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 | 86 | 39.92% | — | Jul 1997 | WRHIX vs WSTCX | |
| Delaware Ivy Energy Fund | Energy Equities | 96 | 20.33% | — | Apr 2006 | WRHIX vs IEYYX | |
| Delaware Ivy Core Equity Fund | Large Cap Blend Equities | 32 | 9.12% | — | Sep 1992 | WRHIX vs WTRCX | |
| Delaware Ivy Small Cap Growth Fund | Small Cap Growth Equities | 28 | 12.55% | — | Sep 1992 | WRHIX vs WRGCX | |
| Delaware Ivy Asset Strategy Fund | Global Allocation | 33 | 6.61% | — | Apr 1995 | WRHIX vs WASCX | |
| Delaware Ivy Global Bond Fund | Global Bonds | 24 | 0.81% | — | Apr 2008 | WRHIX vs IVSIX |
Often Compared With WRHIX
Investors most often compare WRHIX with FOCIX, CPMPX, RSIIX. These 11 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fairholme Focused Income Fund | High Yield Bonds | 34 | 6.37% | — | Dec 2009 | WRHIX vs FOCIX | |
| Changing Parameters Fund | High Yield Bonds | 88 | 0.85% | — | Oct 2006 | WRHIX vs CPMPX | |
| RiverPark Strategic Income Fund | High Yield Bonds | 68 | 1.81% | — | Sep 2013 | WRHIX vs RSIIX | |
| T. Rowe Price Floating Rate Fund | High Yield Bonds | 96 | 1.96% | — | Jul 2011 | WRHIX vs PRFRX | |
| Franklin Templeton SMACS: Series I | High Yield Bonds | 93 | 3.43% | — | Jun 2019 | WRHIX vs FQTIX | |
| Toews Tactical Income Fund | High Yield Bonds | 47 | 0.38% | — | Jun 2010 | WRHIX vs THHYX | |
| Nuveen Global High Income Fund | High Yield Bonds | 15 | 5.56% | — | Nov 2014 | WRHIX vs JGH | |
| T. Rowe Price Credit Opportunities Fund | High Yield Bonds | 95 | 2.38% | — | Apr 2014 | WRHIX vs PRCPX | |
| Penn Capital Short Duration High Income Fund | High Yield Bonds | 96 | 1.63% | — | Jul 2017 | WRHIX vs PSHNX | |
| T. Rowe Price High Yield Fund | High Yield Bonds | 94 | 2.31% | — | Dec 1984 | WRHIX vs PRHYX | |
| American Beacon SiM High Yld Opps Fund | High Yield Bonds | 97 | 2.13% | — | Feb 2011 | WRHIX vs SHYPX |
Compare WRHIX with Any Fund or Stock
Compare WRHIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WRHIX with funds that move differently
Delaware Ivy High Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WRHIX.
Explore WRHIX Diversifiers