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 a closer substitute for your current allocation.
Cheapest Alternatives to WTRCX
WTRCX charges 1.75% annually. There are 388 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | WTRCX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | WTRCX vs VSMPX |
Best Risk-Adjusted Alternatives to WTRCX
WTRCX has a PortfoliosLab risk / return rank of 28. There are 330 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 94 | — | Mar 2021 | WTRCX vs SVPFX | |
| Pin Oak Equity | 92 | — | Aug 1992 | WTRCX vs POGSX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | WTRCX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | WTRCX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | WTRCX vs VPMAX |
Top Performing WTRCX Alternatives (YTD)
WTRCX is at 9.85% YTD. There are 212 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.63% | 17.20B | Dec 2004 | WTRCX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 25.33% | — | Nov 2004 | WTRCX vs POGRX | |
| Integrity ESG Growth & Income Fund | 24.87% | — | Jan 1995 | WTRCX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.98% | — | Dec 2015 | WTRCX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 23.20% | 92.00B | Nov 2001 | WTRCX vs VPMAX |
Lowest Volatility Alternatives to WTRCX
WTRCX has 14.45% 1-year volatility. There are 338 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.23%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.23% | — | Mar 2021 | WTRCX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | WTRCX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | WTRCX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | WTRCX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | WTRCX vs JEPIX |
Lowest Drawdown Alternatives to WTRCX
WTRCX has a 1-year max drawdown of -11.06%. There are 326 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | WTRCX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | WTRCX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | WTRCX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | WTRCX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | WTRCX vs QUERX |
Other Mutual Funds from Ivy Funds
The 6 most viewed Ivy Funds mutual funds shown here include WSTCX, IEYYX, WRGCX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Ivy Science and Technology Fund | Technology Equities | 75 | 35.68% | — | Jul 1997 | WTRCX vs WSTCX | |
| Delaware Ivy Energy Fund | Energy Equities | 89 | 15.61% | — | Apr 2006 | WTRCX vs IEYYX | |
| Delaware Ivy Small Cap Growth Fund | Small Cap Growth Equities | 50 | 17.56% | — | Sep 1992 | WTRCX vs WRGCX | |
| Delaware Ivy Asset Strategy Fund | Global Allocation | 25 | 5.52% | — | Apr 1995 | WTRCX vs WASCX | |
| Delaware Ivy Global Bond Fund | Global Bonds | 21 | 0.44% | — | Apr 2008 | WTRCX vs IVSIX | |
| Delaware Ivy High Income Fund | High Yield Bonds | 7 | -1.46% | — | Jul 1997 | WTRCX vs WRHIX |
Often Compared With WTRCX
Investors most often compare WTRCX with ACUSX, IICAX, FNSTX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare WTRCX with Any Fund or Stock
Compare WTRCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WTRCX with funds that move differently
Delaware Ivy Core Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WTRCX.
Explore WTRCX Diversifiers