IDXGX vs. IRVIX
IDXGX (Voya Index Solution 2030 Portfolio) and IRVIX (Voya Russell Large Cap Value Index Portfolio) are both mutual funds - IDXGX is a Target Retirement Date fund managed by Voya, while IRVIX is a Large Cap Value Equities fund managed by Voya. Over the past 10 years, IDXGX returned 8.56%/yr vs 11.81%/yr for IRVIX. Their correlation of 0.85 means they have usually moved in the same direction. IDXGX charges 0.20%/yr vs 0.35%/yr for IRVIX.
Performance
IDXGX vs. IRVIX - Performance Comparison
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Returns By Period
In the year-to-date period, IDXGX achieves a 6.82% return, which is significantly lower than IRVIX's 19.97% return. Over the past 10 years, IDXGX has underperformed IRVIX with an annualized return of 8.56%, while IRVIX has yielded a comparatively higher 11.81% annualized return.
IDXGX
- 1D
- 1.27%
- 1M
- -0.45%
- 6M
- 4.30%
- YTD
- 6.82%
- 1Y
- 14.69%
- 3Y*
- 12.10%
- 5Y*
- 6.28%
- 10Y*
- 8.56%
- ALL TIME*
- 9.33%
IRVIX
- 1D
- 0.79%
- 1M
- 1.69%
- 6M
- 14.66%
- YTD
- 19.97%
- 1Y
- 31.91%
- 3Y*
- 18.50%
- 5Y*
- 12.37%
- 10Y*
- 11.81%
- ALL TIME*
- 12.32%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
IDXGX vs. IRVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDXGX Voya Index Solution 2030 Portfolio | 6.82% | 15.39% | 10.45% | 15.48% | -16.42% | 12.43% | 13.74% | 20.99% | -6.10% | 17.14% |
IRVIX Voya Russell Large Cap Value Index Portfolio | 19.97% | 18.08% | 14.99% | 10.26% | -5.48% | 22.95% | 1.38% | 25.75% | -6.61% | 13.47% |
Correlation
The correlation between IDXGX and IRVIX is 0.60, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.60 |
Correlation (3Y) Balances recent behavior with more history. | 0.66 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.76 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.80 |
Correlation (All Time) Calculated using the full available price history since Oct 4, 2011 | 0.85 |
Over the past year, the correlation between IDXGX and IRVIX has dropped to 0.60 - well below their long-term average of 0.85, suggesting their price drivers have been diverging.
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Return for Risk
IDXGX vs. IRVIX — Risk / Return Rank
IDXGX
IRVIX
IDXGX vs. IRVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Index Solution 2030 Portfolio (IDXGX) and Voya Russell Large Cap Value Index Portfolio (IRVIX). 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.
| IDXGX | IRVIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.21 | ||
| Sortino ratioReturn per unit of downside risk | -1.54 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.53 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 2.29 | 5.05 | -2.76 |
| Martin ratioReturn relative to average drawdown | 10.22 | 21.53 | -11.31 |
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Drawdowns
IDXGX vs. IRVIX - Drawdown Comparison
The maximum IDXGX drawdown since its inception was -25.45%, smaller than the maximum IRVIX drawdown of -35.67%. Use the drawdown chart below to compare losses from any high point for IDXGX and IRVIX.
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Drawdown Indicators
| IDXGX | IRVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.45% | -35.67% | +10.22% |
Max Drawdown (1Y)Largest decline over 1 year | -6.57% | -6.64% | +0.07% |
Max Drawdown (3Y)Largest decline over 3 years | -10.16% | -13.38% | +3.22% |
Max Drawdown (5Y)Largest decline over 5 years | -22.44% | -18.37% | -4.07% |
Max Drawdown (10Y)Largest decline over 10 years | -25.45% | -35.67% | +10.22% |
Current DrawdownCurrent decline from peak | -1.05% | -0.31% | -0.74% |
Average DrawdownAverage peak-to-trough decline | -3.51% | -3.80% | +0.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.42% | 1.54% | -0.12% |
Volatility
IDXGX vs. IRVIX - Volatility Comparison
The current volatility for Voya Index Solution 2030 Portfolio (IDXGX) is 2.59%, while Voya Russell Large Cap Value Index Portfolio (IRVIX) has a volatility of 3.08%. This indicates that IDXGX experiences smaller price fluctuations and is considered to be less risky than IRVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDXGX | IRVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.59% | 3.08% | -0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 7.27% | 9.19% | -1.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.00% | 11.64% | -2.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.91% | 14.33% | -3.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.78% | 16.83% | -5.05% |
IDXGX vs. IRVIX - Expense Ratio Comparison
IDXGX has a 0.20% expense ratio, which is lower than IRVIX's 0.35% expense ratio.
Dividends
IDXGX vs. IRVIX - Dividend Comparison
IDXGX's dividend yield for the trailing twelve months is around 2.49%, less than IRVIX's 3.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDXGX Voya Index Solution 2030 Portfolio | 2.49% | 2.66% | 1.42% | 7.30% | 12.39% | 4.95% | 4.22% | 4.56% | 3.86% | 0.98% | 0.16% | 1.52% |
IRVIX Voya Russell Large Cap Value Index Portfolio | 3.67% | 29.89% | 3.60% | 2.01% | 1.36% | 1.94% | 3.78% | 5.91% | 6.32% | 1.94% | 2.90% | 3.11% |
Frequently Asked Questions
IDXGX and IRVIX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IRVIX has higher volatility (3.08%) compared to IDXGX (2.59%). In terms of maximum drawdown, IDXGX dropped -25.45% vs IRVIX's -35.67%.
IRVIX currently has the higher Sharpe Ratio (2.88 vs 1.68), 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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