Correlation
The correlation between IEDAX and VTI is 0.92, 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.
IEDAX vs. VTI
Compare and contrast key facts about Voya Large Cap Value Fund (IEDAX) and Vanguard Total Stock Market ETF (VTI).
IEDAX is managed by Voya. It was launched on Dec 18, 2007. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IEDAX or VTI.
Performance
IEDAX vs. VTI - Performance Comparison
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Key characteristics
IEDAX:
0.71
VTI:
0.68
IEDAX:
0.99
VTI:
0.98
IEDAX:
1.14
VTI:
1.14
IEDAX:
0.69
VTI:
0.63
IEDAX:
2.51
VTI:
2.36
IEDAX:
4.15%
VTI:
5.17%
IEDAX:
16.04%
VTI:
20.37%
IEDAX:
-46.63%
VTI:
-55.45%
IEDAX:
-4.10%
VTI:
-4.03%
Returns By Period
In the year-to-date period, IEDAX achieves a 3.01% return, which is significantly higher than VTI's 0.38% return. Over the past 10 years, IEDAX has underperformed VTI with an annualized return of 9.04%, while VTI has yielded a comparatively higher 12.13% annualized return.
IEDAX
3.01%
4.03%
-4.04%
11.27%
9.75%
15.48%
9.04%
VTI
0.38%
6.25%
-2.68%
13.67%
13.71%
15.23%
12.13%
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IEDAX vs. VTI - Expense Ratio Comparison
IEDAX has a 1.10% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
IEDAX vs. VTI — Risk-Adjusted Performance Rank
IEDAX
VTI
IEDAX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Large Cap Value Fund (IEDAX) and Vanguard Total Stock Market ETF (VTI). 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.
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Dividends
IEDAX vs. VTI - Dividend Comparison
IEDAX's dividend yield for the trailing twelve months is around 15.00%, more than VTI's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEDAX Voya Large Cap Value Fund | 15.00% | 15.44% | 10.92% | 8.05% | 16.02% | 9.15% | 9.61% | 11.75% | 11.04% | 1.89% | 8.61% | 9.32% |
VTI Vanguard Total Stock Market ETF | 1.29% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
IEDAX vs. VTI - Drawdown Comparison
The maximum IEDAX drawdown since its inception was -46.63%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for IEDAX and VTI.
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Volatility
IEDAX vs. VTI - Volatility Comparison
The current volatility for Voya Large Cap Value Fund (IEDAX) is 4.03%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.90%. This indicates that IEDAX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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