IEDAX vs. ILCG
Compare and contrast key facts about Voya Large Cap Value Fund (IEDAX) and iShares Morningstar Growth ETF (ILCG).
IEDAX is managed by Voya. It was launched on Dec 18, 2007. ILCG is a passively managed fund by iShares that tracks the performance of the Morningstar US Large-Mid Cap Broad Growth Index Gross. It was launched on Jun 28, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IEDAX or ILCG.
Correlation
The correlation between IEDAX and ILCG is 0.91, 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.
Performance
IEDAX vs. ILCG - Performance Comparison
Key characteristics
IEDAX:
-0.27
ILCG:
0.57
IEDAX:
-0.21
ILCG:
0.94
IEDAX:
0.96
ILCG:
1.13
IEDAX:
-0.21
ILCG:
0.62
IEDAX:
-0.52
ILCG:
2.12
IEDAX:
10.32%
ILCG:
6.76%
IEDAX:
19.91%
ILCG:
25.08%
IEDAX:
-46.63%
ILCG:
-52.98%
IEDAX:
-18.78%
ILCG:
-10.92%
Returns By Period
In the year-to-date period, IEDAX achieves a -1.08% return, which is significantly higher than ILCG's -6.32% return. Over the past 10 years, IEDAX has underperformed ILCG with an annualized return of 0.34%, while ILCG has yielded a comparatively higher 14.15% annualized return.
IEDAX
-1.08%
-3.86%
-12.99%
-3.94%
5.14%
0.34%
ILCG
-6.32%
2.52%
0.21%
16.95%
15.70%
14.15%
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IEDAX vs. ILCG - Expense Ratio Comparison
IEDAX has a 1.10% expense ratio, which is higher than ILCG's 0.04% expense ratio.
Risk-Adjusted Performance
IEDAX vs. ILCG — Risk-Adjusted Performance Rank
IEDAX
ILCG
IEDAX vs. ILCG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Large Cap Value Fund (IEDAX) and iShares Morningstar Growth ETF (ILCG). 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.
Dividends
IEDAX vs. ILCG - Dividend Comparison
IEDAX's dividend yield for the trailing twelve months is around 1.05%, more than ILCG's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEDAX Voya Large Cap Value Fund | 1.05% | 1.36% | 1.45% | 1.34% | 0.87% | 1.55% | 1.61% | 1.85% | 1.67% | 1.89% | 1.58% | 1.62% |
ILCG iShares Morningstar Growth ETF | 0.54% | 0.50% | 0.69% | 0.76% | 0.34% | 0.28% | 0.54% | 0.81% | 0.89% | 0.95% | 0.99% | 0.87% |
Drawdowns
IEDAX vs. ILCG - Drawdown Comparison
The maximum IEDAX drawdown since its inception was -46.63%, smaller than the maximum ILCG drawdown of -52.98%. Use the drawdown chart below to compare losses from any high point for IEDAX and ILCG. For additional features, visit the drawdowns tool.
Volatility
IEDAX vs. ILCG - Volatility Comparison
The current volatility for Voya Large Cap Value Fund (IEDAX) is 11.61%, while iShares Morningstar Growth ETF (ILCG) has a volatility of 16.29%. This indicates that IEDAX experiences smaller price fluctuations and is considered to be less risky than ILCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.