IEOSX vs. FSPGX
Compare and contrast key facts about Voya Large Cap Growth Portfolio (IEOSX) and Fidelity Large Cap Growth Index Fund (FSPGX).
IEOSX is managed by Voya. It was launched on May 3, 2004. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IEOSX or FSPGX.
Correlation
The correlation between IEOSX and FSPGX is 0.98, 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
IEOSX vs. FSPGX - Performance Comparison
Key characteristics
IEOSX:
1.46
FSPGX:
1.60
IEOSX:
1.99
FSPGX:
2.14
IEOSX:
1.26
FSPGX:
1.29
IEOSX:
0.60
FSPGX:
2.17
IEOSX:
7.29
FSPGX:
8.18
IEOSX:
3.79%
FSPGX:
3.49%
IEOSX:
18.97%
FSPGX:
17.87%
IEOSX:
-64.66%
FSPGX:
-32.66%
IEOSX:
-29.88%
FSPGX:
-1.84%
Returns By Period
In the year-to-date period, IEOSX achieves a 3.96% return, which is significantly higher than FSPGX's 2.30% return.
IEOSX
3.96%
0.74%
26.38%
28.23%
-2.82%
-1.09%
FSPGX
2.30%
-0.27%
23.75%
28.49%
18.15%
N/A
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IEOSX vs. FSPGX - Expense Ratio Comparison
IEOSX has a 0.92% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
IEOSX vs. FSPGX — Risk-Adjusted Performance Rank
IEOSX
FSPGX
IEOSX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Large Cap Growth Portfolio (IEOSX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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
IEOSX vs. FSPGX - Dividend Comparison
IEOSX has not paid dividends to shareholders, while FSPGX's dividend yield for the trailing twelve months is around 0.36%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEOSX Voya Large Cap Growth Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.24% | 0.44% | 0.47% | 0.39% | 0.34% | 0.39% | 0.33% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.36% | 0.37% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% | 0.00% | 0.00% |
Drawdowns
IEOSX vs. FSPGX - Drawdown Comparison
The maximum IEOSX drawdown since its inception was -64.66%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for IEOSX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
IEOSX vs. FSPGX - Volatility Comparison
Voya Large Cap Growth Portfolio (IEOSX) has a higher volatility of 6.67% compared to Fidelity Large Cap Growth Index Fund (FSPGX) at 6.08%. This indicates that IEOSX's price experiences larger fluctuations and is considered to be riskier than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.