IIRLX vs. SWLGX
Compare and contrast key facts about Voya Russell Large Cap Index Portfolio (IIRLX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
IIRLX is managed by Voya. It was launched on Mar 10, 2008. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IIRLX or SWLGX.
Correlation
The correlation between IIRLX and SWLGX is 0.96, 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
IIRLX vs. SWLGX - Performance Comparison
Key characteristics
IIRLX:
1.83
SWLGX:
1.58
IIRLX:
2.48
SWLGX:
2.11
IIRLX:
1.34
SWLGX:
1.29
IIRLX:
2.73
SWLGX:
2.14
IIRLX:
11.71
SWLGX:
8.05
IIRLX:
2.14%
SWLGX:
3.48%
IIRLX:
13.67%
SWLGX:
17.76%
IIRLX:
-45.22%
SWLGX:
-33.28%
IIRLX:
-0.43%
SWLGX:
-0.97%
Returns By Period
In the year-to-date period, IIRLX achieves a 4.30% return, which is significantly higher than SWLGX's 3.21% return.
IIRLX
4.30%
1.50%
11.42%
25.80%
15.32%
13.82%
SWLGX
3.21%
1.12%
14.21%
29.68%
17.87%
N/A
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IIRLX vs. SWLGX - Expense Ratio Comparison
IIRLX has a 0.36% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Risk-Adjusted Performance
IIRLX vs. SWLGX — Risk-Adjusted Performance Rank
IIRLX
SWLGX
IIRLX vs. SWLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Russell Large Cap Index Portfolio (IIRLX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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
IIRLX vs. SWLGX - Dividend Comparison
IIRLX's dividend yield for the trailing twelve months is around 0.92%, more than SWLGX's 0.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IIRLX Voya Russell Large Cap Index Portfolio | 0.92% | 0.96% | 1.14% | 0.75% | 1.04% | 1.35% | 1.53% | 1.74% | 1.47% | 1.77% | 1.66% | 1.49% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.51% | 0.52% | 0.67% | 0.93% | 0.57% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IIRLX vs. SWLGX - Drawdown Comparison
The maximum IIRLX drawdown since its inception was -45.22%, which is greater than SWLGX's maximum drawdown of -33.28%. Use the drawdown chart below to compare losses from any high point for IIRLX and SWLGX. For additional features, visit the drawdowns tool.
Volatility
IIRLX vs. SWLGX - Volatility Comparison
The current volatility for Voya Russell Large Cap Index Portfolio (IIRLX) is 3.27%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 5.00%. This indicates that IIRLX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.