IALAX vs. VOO
Compare and contrast key facts about Transamerica Capital Growth Fund (IALAX) and Vanguard S&P 500 ETF (VOO).
IALAX is managed by Transamerica. It was launched on Mar 1, 1999. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
IALAX vs. VOO - Performance Comparison
Loading graphics...
IALAX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IALAX Transamerica Capital Growth Fund | -18.81% | 20.54% | 43.92% | 47.30% | -60.39% | 0.10% | 111.63% | 21.63% | 6.59% | 43.81% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, IALAX achieves a -18.81% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, IALAX has underperformed VOO with an annualized return of 12.67%, while VOO has yielded a comparatively higher 14.05% annualized return.
IALAX
- 1D
- -0.61%
- 1M
- -8.35%
- YTD
- -18.81%
- 6M
- -26.34%
- 1Y
- 9.12%
- 3Y*
- 21.13%
- 5Y*
- -3.36%
- 10Y*
- 12.67%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IALAX vs. VOO - Expense Ratio Comparison
IALAX has a 1.01% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
IALAX vs. VOO — Risk / Return Rank
IALAX
VOO
IALAX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Capital Growth Fund (IALAX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| IALAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.23 | 0.98 | -0.75 |
Sortino ratioReturn per unit of downside risk | 0.57 | 1.50 | -0.93 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.23 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.13 | 1.53 | -1.41 |
Martin ratioReturn relative to average drawdown | 0.33 | 7.29 | -6.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IALAX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 0.98 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | 0.70 | -0.78 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.78 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.83 | -0.46 |
Correlation
The correlation between IALAX and VOO is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IALAX vs. VOO - Dividend Comparison
IALAX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.19%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IALAX Transamerica Capital Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 20.49% | 5.37% | 10.49% | 4.92% | 23.22% | 22.63% | 3.34% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
IALAX vs. VOO - Drawdown Comparison
The maximum IALAX drawdown since its inception was -69.30%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IALAX and VOO.
Loading graphics...
Drawdown Indicators
| IALAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.30% | -33.99% | -35.31% |
Max Drawdown (1Y)Largest decline over 1 year | -29.07% | -11.98% | -17.09% |
Max Drawdown (5Y)Largest decline over 5 years | -69.30% | -24.52% | -44.78% |
Max Drawdown (10Y)Largest decline over 10 years | -69.30% | -33.99% | -35.31% |
Current DrawdownCurrent decline from peak | -33.66% | -6.29% | -27.37% |
Average DrawdownAverage peak-to-trough decline | -14.78% | -3.72% | -11.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.27% | 2.52% | +8.75% |
Volatility
IALAX vs. VOO - Volatility Comparison
Transamerica Capital Growth Fund (IALAX) has a higher volatility of 8.57% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that IALAX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IALAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.57% | 5.29% | +3.28% |
Volatility (6M)Calculated over the trailing 6-month period | 22.03% | 9.44% | +12.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.36% | 18.10% | +15.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.72% | 16.82% | +24.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.50% | 17.99% | +16.51% |