Correlation
The correlation between IGHAX and VGT is 0.87, 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.
IGHAX vs. VGT
Compare and contrast key facts about Voya Global High Dividend Low Volatility Portfolio (IGHAX) and Vanguard Information Technology ETF (VGT).
IGHAX is managed by Voya. It was launched on Jan 27, 2008. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IGHAX or VGT.
Performance
IGHAX vs. VGT - Performance Comparison
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Key characteristics
IGHAX:
1.47
VGT:
0.47
IGHAX:
1.93
VGT:
0.71
IGHAX:
1.28
VGT:
1.10
IGHAX:
1.86
VGT:
0.40
IGHAX:
7.49
VGT:
1.29
IGHAX:
2.43%
VGT:
8.45%
IGHAX:
12.85%
VGT:
30.25%
IGHAX:
-59.26%
VGT:
-54.63%
IGHAX:
-0.33%
VGT:
-6.19%
Returns By Period
In the year-to-date period, IGHAX achieves a 10.86% return, which is significantly higher than VGT's -2.36% return. Over the past 10 years, IGHAX has underperformed VGT with an annualized return of 6.74%, while VGT has yielded a comparatively higher 19.78% annualized return.
IGHAX
10.86%
3.51%
4.59%
16.94%
9.24%
11.50%
6.74%
VGT
-2.36%
8.44%
-2.31%
14.03%
19.73%
19.26%
19.78%
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IGHAX vs. VGT - Expense Ratio Comparison
IGHAX has a 1.10% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
IGHAX vs. VGT — Risk-Adjusted Performance Rank
IGHAX
VGT
IGHAX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Global High Dividend Low Volatility Portfolio (IGHAX) and Vanguard Information Technology ETF (VGT). 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
IGHAX vs. VGT - Dividend Comparison
IGHAX's dividend yield for the trailing twelve months is around 10.60%, more than VGT's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGHAX Voya Global High Dividend Low Volatility Portfolio | 10.60% | 5.66% | 5.82% | 5.71% | 1.94% | 1.87% | 7.01% | 4.26% | 1.69% | 2.24% | 0.00% | 2.65% |
VGT Vanguard Information Technology ETF | 0.53% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
IGHAX vs. VGT - Drawdown Comparison
The maximum IGHAX drawdown since its inception was -59.26%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for IGHAX and VGT.
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Volatility
IGHAX vs. VGT - Volatility Comparison
The current volatility for Voya Global High Dividend Low Volatility Portfolio (IGHAX) is 3.29%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.70%. This indicates that IGHAX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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