VOO vs. IIBAX
Compare and contrast key facts about Vanguard S&P 500 ETF (VOO) and Voya Intermediate Bond Fund (IIBAX).
VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. IIBAX is managed by Voya. It was launched on Dec 15, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VOO or IIBAX.
Correlation
The correlation between VOO and IIBAX is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VOO vs. IIBAX - Performance Comparison
Key characteristics
VOO:
1.17
IIBAX:
1.03
VOO:
1.62
IIBAX:
1.52
VOO:
1.22
IIBAX:
1.18
VOO:
1.81
IIBAX:
0.40
VOO:
7.10
IIBAX:
2.68
VOO:
2.15%
IIBAX:
2.05%
VOO:
13.03%
IIBAX:
5.33%
VOO:
-33.99%
IIBAX:
-20.39%
VOO:
-4.84%
IIBAX:
-7.13%
Returns By Period
In the year-to-date period, VOO achieves a -0.45% return, which is significantly lower than IIBAX's 1.97% return. Over the past 10 years, VOO has outperformed IIBAX with an annualized return of 12.95%, while IIBAX has yielded a comparatively lower 1.63% annualized return.
VOO
-0.45%
-2.42%
6.62%
16.58%
16.31%
12.95%
IIBAX
1.97%
1.39%
-0.58%
5.00%
-1.04%
1.63%
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VOO vs. IIBAX - Expense Ratio Comparison
VOO has a 0.03% expense ratio, which is lower than IIBAX's 0.69% expense ratio.
Risk-Adjusted Performance
VOO vs. IIBAX — Risk-Adjusted Performance Rank
VOO
IIBAX
VOO vs. IIBAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 ETF (VOO) and Voya Intermediate Bond Fund (IIBAX). 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
VOO vs. IIBAX - Dividend Comparison
VOO's dividend yield for the trailing twelve months is around 1.25%, less than IIBAX's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
IIBAX Voya Intermediate Bond Fund | 4.05% | 4.46% | 3.57% | 2.72% | 2.51% | 3.12% | 3.16% | 2.95% | 2.90% | 2.99% | 2.44% | 2.83% |
Drawdowns
VOO vs. IIBAX - Drawdown Comparison
The maximum VOO drawdown since its inception was -33.99%, which is greater than IIBAX's maximum drawdown of -20.39%. Use the drawdown chart below to compare losses from any high point for VOO and IIBAX. For additional features, visit the drawdowns tool.
Volatility
VOO vs. IIBAX - Volatility Comparison
Vanguard S&P 500 ETF (VOO) has a higher volatility of 4.30% compared to Voya Intermediate Bond Fund (IIBAX) at 1.59%. This indicates that VOO's price experiences larger fluctuations and is considered to be riskier than IIBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.