IDXQX vs. JLKYX
IDXQX (Voya Index Solution 2050 Portfolio) and JLKYX (John Hancock Funds Multi-Index 2055 Lifetime Portfolio) are both Target Retirement Date funds. Over the past 10 years, IDXQX returned 11.62%/yr vs 11.51%/yr for JLKYX. With a 0.97 correlation, they move nearly in lockstep. IDXQX charges 0.22%/yr vs 0.01%/yr for JLKYX.
Performance
IDXQX vs. JLKYX - Performance Comparison
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Returns By Period
In the year-to-date period, IDXQX achieves a 11.27% return, which is significantly lower than JLKYX's 12.46% return. Both investments have delivered pretty close results over the past 10 years, with IDXQX having a 11.62% annualized return and JLKYX not far behind at 11.51%.
IDXQX
- 1D
- 0.00%
- 1M
- 1.72%
- YTD
- 11.27%
- 6M
- 11.83%
- 1Y
- 27.01%
- 3Y*
- 19.48%
- 5Y*
- 9.93%
- 10Y*
- 11.62%
JLKYX
- 1D
- 0.32%
- 1M
- 2.21%
- YTD
- 12.46%
- 6M
- 12.87%
- 1Y
- 28.54%
- 3Y*
- 19.72%
- 5Y*
- 9.85%
- 10Y*
- 11.51%
IDXQX vs. JLKYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDXQX Voya Index Solution 2050 Portfolio | 11.27% | 20.61% | 15.26% | 20.20% | -18.17% | 17.84% | 15.28% | 25.17% | -8.48% | 20.75% |
JLKYX John Hancock Funds Multi-Index 2055 Lifetime Portfolio | 12.46% | 20.04% | 15.41% | 18.53% | -18.04% | 18.38% | 16.13% | 25.07% | -8.32% | 17.29% |
Correlation
The correlation between IDXQX and JLKYX is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.97 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.97 |
Correlation (All Time) Calculated using the full available price history since Mar 28, 2014 | 0.97 |
The correlation between IDXQX and JLKYX has been stable across timeframes, ranging from 0.90 to 0.97 - a consistent structural relationship.
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Return for Risk
IDXQX vs. JLKYX — Risk / Return Rank
IDXQX
JLKYX
IDXQX vs. JLKYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Index Solution 2050 Portfolio (IDXQX) and John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX). 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.
| IDXQX | JLKYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.43 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.17 | 3.10 | +0.06 |
| Martin ratioReturn relative to average drawdown | 15.08 | 13.76 | +1.32 |
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
| IDXQX | JLKYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.42 | 2.35 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.65 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.71 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.65 | +0.13 |
Drawdowns
IDXQX vs. JLKYX - Drawdown Comparison
The maximum IDXQX drawdown since its inception was -32.28%, roughly equal to the maximum JLKYX drawdown of -32.55%. Use the drawdown chart below to compare losses from any high point for IDXQX and JLKYX.
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Drawdown Indicators
| IDXQX | JLKYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.28% | -32.55% | +0.27% |
Max Drawdown (1Y)Largest decline over 1 year | -9.24% | -9.16% | -0.08% |
Max Drawdown (3Y)Largest decline over 3 years | -15.73% | -16.11% | +0.38% |
Max Drawdown (5Y)Largest decline over 5 years | -25.75% | -25.75% | 0.00% |
Max Drawdown (10Y)Largest decline over 10 years | -32.28% | -32.55% | +0.27% |
Current DrawdownCurrent decline from peak | -0.71% | -0.42% | -0.29% |
Average DrawdownAverage peak-to-trough decline | -4.27% | -4.66% | +0.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.87% | 2.06% | -0.19% |
Volatility
IDXQX vs. JLKYX - Volatility Comparison
Voya Index Solution 2050 Portfolio (IDXQX) and John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) have volatilities of 3.47% and 3.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDXQX | JLKYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 3.56% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.76% | 9.61% | +0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.11% | 12.08% | +0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.14% | 15.21% | -0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.03% | 16.20% | -0.17% |
IDXQX vs. JLKYX - Expense Ratio Comparison
IDXQX has a 0.22% expense ratio, which is higher than JLKYX's 0.01% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IDXQX vs. JLKYX - Dividend Comparison
IDXQX's dividend yield for the trailing twelve months is around 1.47%, less than JLKYX's 3.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDXQX Voya Index Solution 2050 Portfolio | 1.47% | 1.64% | 0.21% | 8.35% | 13.40% | 3.92% | 4.17% | 4.22% | 3.47% | 0.91% | 0.36% | 6.44% |
JLKYX John Hancock Funds Multi-Index 2055 Lifetime Portfolio | 3.21% | 3.61% | 1.77% | 2.16% | 8.08% | 5.71% | 3.88% | 8.54% | 10.69% | 4.33% | 3.23% | 1.75% |
Frequently Asked Questions
With a correlation of 0.90, IDXQX and JLKYX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
JLKYX has higher volatility (3.56%) compared to IDXQX (3.47%). In terms of maximum drawdown, IDXQX dropped -32.28% vs JLKYX's -32.55%.
IDXQX currently has the higher Sharpe Ratio (2.42 vs 2.35), 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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