IIRSX vs. INGIX
Compare and contrast key facts about Voya Russell Small Cap Index Portfolio (IIRSX) and Voya U.S. Stock Index Portfolio (INGIX).
IIRSX is managed by Voya. It was launched on Mar 10, 2008. INGIX is managed by Voya. It was launched on May 3, 2004.
Performance
IIRSX vs. INGIX - Performance Comparison
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IIRSX vs. INGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IIRSX Voya Russell Small Cap Index Portfolio | -2.53% | 12.84% | 11.14% | 16.61% | -20.58% | 14.32% | 19.15% | 24.63% | -11.26% | 14.32% |
INGIX Voya U.S. Stock Index Portfolio | -7.12% | 15.88% | 24.71% | 26.04% | -18.40% | 28.33% | 18.07% | 31.15% | -4.62% | 21.49% |
Returns By Period
In the year-to-date period, IIRSX achieves a -2.53% return, which is significantly higher than INGIX's -7.12% return. Over the past 10 years, IIRSX has underperformed INGIX with an annualized return of 9.08%, while INGIX has yielded a comparatively higher 13.30% annualized return.
IIRSX
- 1D
- -1.46%
- 1M
- -8.24%
- YTD
- -2.53%
- 6M
- -0.44%
- 1Y
- 21.67%
- 3Y*
- 11.55%
- 5Y*
- 2.81%
- 10Y*
- 9.08%
INGIX
- 1D
- -0.41%
- 1M
- -7.69%
- YTD
- -7.12%
- 6M
- -6.05%
- 1Y
- 12.51%
- 3Y*
- 16.35%
- 5Y*
- 10.80%
- 10Y*
- 13.30%
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IIRSX vs. INGIX - Expense Ratio Comparison
IIRSX has a 0.45% expense ratio, which is higher than INGIX's 0.27% expense ratio.
Return for Risk
IIRSX vs. INGIX — Risk / Return Rank
IIRSX
INGIX
IIRSX vs. INGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Russell Small Cap Index Portfolio (IIRSX) and Voya U.S. Stock Index Portfolio (INGIX). 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.
| IIRSX | INGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.65 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.10 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.16 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.31 | 0.13 | +0.18 |
Martin ratioReturn relative to average drawdown | 1.02 | 0.50 | +0.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IIRSX | INGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.65 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.65 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.74 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.43 | -0.19 |
Correlation
The correlation between IIRSX and INGIX is 0.72, 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.
Dividends
IIRSX vs. INGIX - Dividend Comparison
IIRSX's dividend yield for the trailing twelve months is around 12.62%, more than INGIX's 11.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IIRSX Voya Russell Small Cap Index Portfolio | 12.62% | 12.31% | 7.55% | 5.71% | 11.02% | 0.61% | 6.29% | 12.33% | 8.34% | 7.95% | 12.75% | 11.26% |
INGIX Voya U.S. Stock Index Portfolio | 11.48% | 10.66% | 9.12% | 11.02% | 12.95% | 10.29% | 5.21% | 6.82% | 8.29% | 6.30% | 7.74% | 11.51% |
Drawdowns
IIRSX vs. INGIX - Drawdown Comparison
The maximum IIRSX drawdown since its inception was -63.18%, which is greater than INGIX's maximum drawdown of -55.38%. Use the drawdown chart below to compare losses from any high point for IIRSX and INGIX.
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Drawdown Indicators
| IIRSX | INGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.18% | -55.38% | -7.80% |
Max Drawdown (1Y)Largest decline over 1 year | -14.22% | -12.10% | -2.12% |
Max Drawdown (5Y)Largest decline over 5 years | -32.01% | -24.69% | -7.32% |
Max Drawdown (10Y)Largest decline over 10 years | -42.32% | -33.84% | -8.48% |
Current DrawdownCurrent decline from peak | -11.08% | -9.53% | -1.55% |
Average DrawdownAverage peak-to-trough decline | -11.50% | -8.22% | -3.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.36% | 4.99% | +2.37% |
Volatility
IIRSX vs. INGIX - Volatility Comparison
Voya Russell Small Cap Index Portfolio (IIRSX) has a higher volatility of 6.67% compared to Voya U.S. Stock Index Portfolio (INGIX) at 4.27%. This indicates that IIRSX's price experiences larger fluctuations and is considered to be riskier than INGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IIRSX | INGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.67% | 4.27% | +2.40% |
Volatility (6M)Calculated over the trailing 6-month period | 13.88% | 9.13% | +4.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.31% | 19.76% | +5.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.07% | 17.23% | +5.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.65% | 18.21% | +5.44% |