IBGIX vs. VINIX
Compare and contrast key facts about VY Baron Growth Portfolio (IBGIX) and Vanguard Institutional Index Fund Institutional Shares (VINIX).
IBGIX is managed by Voya. It was launched on May 1, 2002. VINIX is managed by Vanguard. It was launched on Jul 31, 1990.
Performance
IBGIX vs. VINIX - Performance Comparison
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IBGIX vs. VINIX - 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% |
VINIX Vanguard Institutional Index Fund Institutional Shares | -7.06% | 17.85% | 26.28% | 25.77% | -18.15% | 28.67% | 18.40% | 31.46% | -4.42% | 21.79% |
Returns By Period
In the year-to-date period, IBGIX achieves a -15.13% return, which is significantly lower than VINIX's -7.06% return. Over the past 10 years, IBGIX has underperformed VINIX with an annualized return of 3.42%, while VINIX has yielded a comparatively higher 13.80% 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%
VINIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.60%
- 1Y
- 14.42%
- 3Y*
- 17.55%
- 5Y*
- 11.53%
- 10Y*
- 13.80%
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IBGIX vs. VINIX - Expense Ratio Comparison
IBGIX has a 0.99% expense ratio, which is higher than VINIX's 0.04% expense ratio.
Return for Risk
IBGIX vs. VINIX — Risk / Return Rank
IBGIX
VINIX
IBGIX vs. VINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VY Baron Growth Portfolio (IBGIX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). 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 | VINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.92 | 0.84 | -1.76 |
Sortino ratioReturn per unit of downside risk | -1.27 | 1.30 | -2.56 |
Omega ratioGain probability vs. loss probability | 0.84 | 1.20 | -0.36 |
Calmar ratioReturn relative to maximum drawdown | -0.96 | 1.06 | -2.02 |
Martin ratioReturn relative to average drawdown | -2.04 | 5.13 | -7.18 |
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 | VINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.92 | 0.84 | -1.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.17 | 0.69 | -0.86 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.15 | 0.77 | -0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.58 | -0.41 |
Correlation
The correlation between IBGIX and VINIX is 0.83, 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. VINIX - Dividend Comparison
IBGIX's dividend yield for the trailing twelve months is around 80.32%, more than VINIX's 2.88% 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% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 2.88% | 2.10% | 3.64% | 2.65% | 3.38% | 4.77% | 3.06% | 2.85% | 2.43% | 1.82% | 2.36% | 2.45% |
Drawdowns
IBGIX vs. VINIX - Drawdown Comparison
The maximum IBGIX drawdown since its inception was -57.44%, roughly equal to the maximum VINIX drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for IBGIX and VINIX.
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Drawdown Indicators
| IBGIX | VINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.44% | -55.19% | -2.25% |
Max Drawdown (1Y)Largest decline over 1 year | -22.82% | -12.12% | -10.70% |
Max Drawdown (5Y)Largest decline over 5 years | -34.38% | -24.51% | -9.87% |
Max Drawdown (10Y)Largest decline over 10 years | -55.64% | -33.79% | -21.85% |
Current DrawdownCurrent decline from peak | -30.72% | -8.90% | -21.82% |
Average DrawdownAverage peak-to-trough decline | -15.09% | -8.56% | -6.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.87% | 2.49% | +9.38% |
Volatility
IBGIX vs. VINIX - Volatility Comparison
VY Baron Growth Portfolio (IBGIX) has a higher volatility of 5.21% compared to Vanguard Institutional Index Fund Institutional Shares (VINIX) at 4.24%. This indicates that IBGIX's price experiences larger fluctuations and is considered to be riskier than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBGIX | VINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.21% | 4.24% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 13.56% | 9.08% | +4.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.56% | 18.13% | +6.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.70% | 16.85% | +3.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.70% | 18.02% | +5.68% |