Delaware Ivy Core Equity Fund (WTRCX) Alternatives
Delaware Ivy Core Equity Fund (WTRCX) belongs to the Large 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 WTRCX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to WTRCX
WTRCX charges 1.75% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among WTRCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | WTRCX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | WTRCX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | WTRCX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | WTRCX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | Jul 24, 2017 | WTRCX vs WBREOX |
Best Risk-Adjusted Alternatives to WTRCX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 94 | Nov 12, 2001 | WTRCX vs VPMAX | |
| Pin Oak Equity | 92 | Aug 3, 1992 | WTRCX vs POGSX | |
| First Eagle Overseas Fund Class I | 92 | — | WTRCX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 91 | Jan 2, 1990 | WTRCX vs PAGRX | |
| DFA International Core Equity Portfolio I | 90 | Sep 15, 2005 | WTRCX vs DFIEX |
Top Performing WTRCX Alternatives (YTD)
WTRCX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| AMG Yacktman Global Fund | 9.95% | Jan 30, 2017 | WTRCX vs YFSIX | |
| GQG Partners US Select Quality Equity Fund | 9.61% | Sep 28, 2018 | WTRCX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.49% | Jan 24, 2021 | WTRCX vs NWAUX | |
| Muhlenkamp Fund | 9.11% | Nov 1, 1988 | WTRCX vs MUHLX | |
| Pin Oak Equity | 8.02% | Aug 3, 1992 | WTRCX vs POGSX |
Lowest Volatility Alternatives to WTRCX
WTRCX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.66% | Jun 28, 2013 | WTRCX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | WTRCX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | WTRCX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | WTRCX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | WTRCX vs QUERX |
Lowest Drawdown Alternatives to WTRCX
WTRCX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | WTRCX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | WTRCX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | WTRCX vs FEQHX | |
| GQG Partners US Select Quality Equity Fund | -8.30% | Sep 28, 2018 | WTRCX vs GQEIX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | WTRCX vs FNSTX |
Other Mutual Funds from Ivy Funds
Most popular Ivy Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Delaware Ivy Science and Technology Fund | Technology Equities | 79 | -2.18% | Jul 30, 1997 | WTRCX vs WSTCX | |
| Delaware Ivy Small Cap Growth Fund | Small Cap Growth Equities | 45 | -2.32% | Sep 21, 1992 | WTRCX vs WRGCX | |
| Delaware Ivy Asset Strategy Fund | Global Allocation | 36 | -4.73% | Apr 19, 1995 | WTRCX vs WASCX | |
| Delaware Ivy High Income Fund | High Yield Bonds | 41 | -2.61% | Jul 31, 1997 | WTRCX vs WRHIX | |
| Delaware Ivy Energy Fund | Energy Equities | 96 | 12.70% | Apr 2, 2006 | WTRCX vs IEYYX | |
| Delaware Ivy Global Bond Fund | Global Bonds | 63 | -0.52% | Apr 3, 2008 | WTRCX vs IVSIX |
Often Compared With WTRCX
What investors most often compare with WTRCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Rock Oak Core Growth Fund | Large Cap Blend Equities | 77 | 6.05% | Dec 31, 2004 | WTRCX vs RCKSX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | WTRCX vs PAGDX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 57 | -4.34% | Aug 11, 2014 | WTRCX vs SSEYX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 58 | -3.97% | May 31, 2001 | WTRCX vs VITPX |
Compare WTRCX with Any Fund or Stock
Compare WTRCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.