IDIVX vs. LEXCX
IDIVX (Integrity Dividend Harvest Fund) and LEXCX (Voya Corporate Leaders Trust Fund) are both Large Cap Value Equities funds. Over the past 10 years, IDIVX returned 11.50%/yr vs 11.92%/yr for LEXCX. A 0.77 correlation means they provide meaningful diversification when combined. IDIVX charges 0.95%/yr vs 0.52%/yr for LEXCX.
Performance
IDIVX vs. LEXCX - Performance Comparison
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Returns By Period
In the year-to-date period, IDIVX achieves a 18.37% return, which is significantly lower than LEXCX's 23.42% return. Both investments have delivered pretty close results over the past 10 years, with IDIVX having a 11.50% annualized return and LEXCX not far ahead at 11.92%.
IDIVX
- 1D
- 0.47%
- 1M
- 1.81%
- 6M
- 16.97%
- YTD
- 18.37%
- 1Y
- 30.14%
- 3Y*
- 21.39%
- 5Y*
- 14.94%
- 10Y*
- 11.50%
LEXCX
- 1D
- 0.37%
- 1M
- 2.14%
- 6M
- 21.72%
- YTD
- 23.42%
- 1Y
- 21.52%
- 3Y*
- 15.26%
- 5Y*
- 12.50%
- 10Y*
- 11.92%
IDIVX vs. LEXCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDIVX Integrity Dividend Harvest Fund | 18.37% | 17.39% | 21.13% | 5.06% | 2.13% | 24.10% | -1.04% | 22.97% | -5.19% | 11.10% |
LEXCX Voya Corporate Leaders Trust Fund | 23.42% | 7.04% | 3.60% | 14.53% | 3.95% | 26.77% | 4.36% | 21.43% | -5.44% | 16.61% |
Correlation
The correlation between IDIVX and LEXCX is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.69 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since May 1, 2012 | 0.77 |
Over the past year, the correlation between IDIVX and LEXCX has dropped to 0.34 - well below their long-term average of 0.77, suggesting their price drivers have been diverging.
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Return for Risk
IDIVX vs. LEXCX — Risk / Return Rank
IDIVX
LEXCX
IDIVX vs. LEXCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Integrity Dividend Harvest Fund (IDIVX) and Voya Corporate Leaders Trust Fund (LEXCX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IDIVX | LEXCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.34 | ||
| Sortino ratioReturn per unit of downside risk | +1.96 | ||
| Omega ratioGain probability vs. loss probability | 1.56 | 1.31 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 5.36 | 3.91 | +1.44 |
| Martin ratioReturn relative to average drawdown | 22.98 | 9.35 | +13.63 |
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Drawdowns
IDIVX vs. LEXCX - Drawdown Comparison
The maximum IDIVX drawdown since its inception was -31.64%, smaller than the maximum LEXCX drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for IDIVX and LEXCX.
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Drawdown Indicators
| IDIVX | LEXCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.64% | -50.42% | +18.78% |
Max Drawdown (1Y)Largest decline over 1 year | -5.72% | -6.22% | +0.50% |
Max Drawdown (3Y)Largest decline over 3 years | -15.37% | -14.03% | -1.34% |
Max Drawdown (5Y)Largest decline over 5 years | -16.34% | -19.75% | +3.41% |
Max Drawdown (10Y)Largest decline over 10 years | -31.64% | -39.21% | +7.57% |
Current DrawdownCurrent decline from peak | -0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -3.34% | -7.11% | +3.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.33% | 2.49% | -1.16% |
Volatility
IDIVX vs. LEXCX - Volatility Comparison
The current volatility for Integrity Dividend Harvest Fund (IDIVX) is 2.69%, while Voya Corporate Leaders Trust Fund (LEXCX) has a volatility of 4.49%. This indicates that IDIVX experiences smaller price fluctuations and is considered to be less risky than LEXCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDIVX | LEXCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.69% | 4.49% | -1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 7.75% | 10.89% | -3.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.96% | 14.08% | -4.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.96% | 16.47% | -2.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.93% | 18.97% | -4.04% |
IDIVX vs. LEXCX - Expense Ratio Comparison
IDIVX has a 0.95% expense ratio, which is higher than LEXCX's 0.52% expense ratio.
Dividends
IDIVX vs. LEXCX - Dividend Comparison
IDIVX's dividend yield for the trailing twelve months is around 6.31%, more than LEXCX's 1.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDIVX Integrity Dividend Harvest Fund | 6.31% | 7.19% | 8.89% | 3.13% | 3.59% | 2.83% | 3.67% | 7.27% | 10.21% | 8.31% | 1.11% | 0.00% |
LEXCX Voya Corporate Leaders Trust Fund | 1.17% | 1.65% | 1.66% | 1.58% | 1.65% | 1.54% | 1.91% | 1.86% | 2.03% | 1.79% | 3.93% | 2.37% |
Frequently Asked Questions
IDIVX and LEXCX have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LEXCX has higher volatility (4.49%) compared to IDIVX (2.69%). In terms of maximum drawdown, IDIVX dropped -31.64% vs LEXCX's -50.42%.
IDIVX currently has the higher Sharpe Ratio (3.07 vs 1.73), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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