IBGIX vs. SMCWX
Compare and contrast key facts about VY Baron Growth Portfolio (IBGIX) and American Funds SMALLCAP World Fund Class A (SMCWX).
IBGIX is managed by Voya. It was launched on May 1, 2002. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Performance
IBGIX vs. SMCWX - Performance Comparison
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IBGIX vs. SMCWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBGIX VY Baron Growth Portfolio | -15.13% | -10.40% | 4.84% | 15.02% | -23.40% | 20.76% | 33.55% | -6.47% | -1.63% | 28.50% |
SMCWX American Funds SMALLCAP World Fund Class A | -4.37% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
Returns By Period
In the year-to-date period, IBGIX achieves a -15.13% return, which is significantly lower than SMCWX's -4.37% return. Over the past 10 years, IBGIX has underperformed SMCWX with an annualized return of 3.42%, while SMCWX has yielded a comparatively higher 8.67% annualized return.
IBGIX
- 1D
- 0.25%
- 1M
- -7.46%
- YTD
- -15.13%
- 6M
- -17.09%
- 1Y
- -19.95%
- 3Y*
- -5.32%
- 5Y*
- -3.37%
- 10Y*
- 3.42%
SMCWX
- 1D
- -1.23%
- 1M
- -11.33%
- YTD
- -4.37%
- 6M
- -2.08%
- 1Y
- 16.75%
- 3Y*
- 7.63%
- 5Y*
- -0.15%
- 10Y*
- 8.67%
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IBGIX vs. SMCWX - Expense Ratio Comparison
IBGIX has a 0.99% expense ratio, which is lower than SMCWX's 1.02% expense ratio.
Return for Risk
IBGIX vs. SMCWX — Risk / Return Rank
IBGIX
SMCWX
IBGIX vs. SMCWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VY Baron Growth Portfolio (IBGIX) and American Funds SMALLCAP World Fund Class A (SMCWX). 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.
| IBGIX | SMCWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.92 | 0.89 | -1.81 |
Sortino ratioReturn per unit of downside risk | -1.27 | 1.34 | -2.61 |
Omega ratioGain probability vs. loss probability | 0.84 | 1.18 | -0.34 |
Calmar ratioReturn relative to maximum drawdown | -0.96 | 1.14 | -2.10 |
Martin ratioReturn relative to average drawdown | -2.04 | 4.44 | -6.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IBGIX | SMCWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.92 | 0.89 | -1.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.17 | -0.01 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.15 | 0.49 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.56 | -0.39 |
Correlation
The correlation between IBGIX and SMCWX is 0.84, 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
IBGIX vs. SMCWX - Dividend Comparison
IBGIX's dividend yield for the trailing twelve months is around 80.32%, more than SMCWX's 5.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBGIX VY Baron Growth Portfolio | 80.32% | 24.66% | 4.13% | 5.23% | 11.56% | 6.89% | 0.00% | 11.96% | 11.51% | 12.13% | 11.71% | 8.93% |
SMCWX American Funds SMALLCAP World Fund Class A | 5.07% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
Drawdowns
IBGIX vs. SMCWX - Drawdown Comparison
The maximum IBGIX drawdown since its inception was -57.44%, smaller than the maximum SMCWX drawdown of -62.46%. Use the drawdown chart below to compare losses from any high point for IBGIX and SMCWX.
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Drawdown Indicators
| IBGIX | SMCWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.44% | -62.46% | +5.02% |
Max Drawdown (1Y)Largest decline over 1 year | -22.82% | -11.83% | -10.99% |
Max Drawdown (5Y)Largest decline over 5 years | -34.38% | -39.79% | +5.41% |
Max Drawdown (10Y)Largest decline over 10 years | -55.64% | -39.79% | -15.85% |
Current DrawdownCurrent decline from peak | -30.72% | -13.13% | -17.59% |
Average DrawdownAverage peak-to-trough decline | -15.09% | -14.98% | -0.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.87% | 3.03% | +8.84% |
Volatility
IBGIX vs. SMCWX - Volatility Comparison
The current volatility for VY Baron Growth Portfolio (IBGIX) is 5.21%, while American Funds SMALLCAP World Fund Class A (SMCWX) has a volatility of 6.50%. This indicates that IBGIX experiences smaller price fluctuations and is considered to be less risky than SMCWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBGIX | SMCWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.21% | 6.50% | -1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 13.56% | 11.32% | +2.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.56% | 17.64% | +6.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.70% | 17.99% | +2.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.70% | 17.72% | +5.98% |