IIRSX vs. IVV
Compare and contrast key facts about Voya Russell Small Cap Index Portfolio (IIRSX) and iShares Core S&P 500 ETF (IVV).
IIRSX is managed by Voya. It was launched on Mar 10, 2008. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IIRSX or IVV.
Correlation
The correlation between IIRSX and IVV is 0.85, 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
IIRSX vs. IVV - Performance Comparison
Key characteristics
IIRSX:
0.17
IVV:
1.76
IIRSX:
0.38
IVV:
2.37
IIRSX:
1.05
IVV:
1.32
IIRSX:
0.11
IVV:
2.67
IIRSX:
0.60
IVV:
11.05
IIRSX:
5.85%
IVV:
2.03%
IIRSX:
20.95%
IVV:
12.78%
IIRSX:
-54.03%
IVV:
-55.25%
IIRSX:
-24.34%
IVV:
-2.11%
Returns By Period
In the year-to-date period, IIRSX achieves a -1.55% return, which is significantly lower than IVV's 2.41% return. Over the past 10 years, IIRSX has underperformed IVV with an annualized return of -0.74%, while IVV has yielded a comparatively higher 13.02% annualized return.
IIRSX
-1.55%
-4.72%
-0.71%
2.95%
0.58%
-0.74%
IVV
2.41%
-1.06%
7.45%
19.81%
14.27%
13.02%
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IIRSX vs. IVV - Expense Ratio Comparison
IIRSX has a 0.45% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
IIRSX vs. IVV — Risk-Adjusted Performance Rank
IIRSX
IVV
IIRSX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Russell Small Cap Index Portfolio (IIRSX) and iShares Core S&P 500 ETF (IVV). 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
IIRSX vs. IVV - Dividend Comparison
IIRSX's dividend yield for the trailing twelve months is around 1.25%, less than IVV's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IIRSX Voya Russell Small Cap Index Portfolio | 1.25% | 1.23% | 1.84% | 1.02% | 0.60% | 0.94% | 1.17% | 1.34% | 1.07% | 1.34% | 1.24% | 1.04% |
IVV iShares Core S&P 500 ETF | 1.27% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
IIRSX vs. IVV - Drawdown Comparison
The maximum IIRSX drawdown since its inception was -54.03%, roughly equal to the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for IIRSX and IVV. For additional features, visit the drawdowns tool.
Volatility
IIRSX vs. IVV - Volatility Comparison
Voya Russell Small Cap Index Portfolio (IIRSX) has a higher volatility of 4.77% compared to iShares Core S&P 500 ETF (IVV) at 3.36%. This indicates that IIRSX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.