IIRSX vs. VBR
Compare and contrast key facts about Voya Russell Small Cap Index Portfolio (IIRSX) and Vanguard Small-Cap Value ETF (VBR).
IIRSX is managed by Voya. It was launched on Mar 10, 2008. VBR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Value 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: IIRSX or VBR.
Correlation
The correlation between IIRSX and VBR 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
IIRSX vs. VBR - Performance Comparison
Key characteristics
IIRSX:
0.25
VBR:
0.92
IIRSX:
0.49
VBR:
1.39
IIRSX:
1.06
VBR:
1.17
IIRSX:
0.17
VBR:
1.49
IIRSX:
0.90
VBR:
3.66
IIRSX:
5.82%
VBR:
3.94%
IIRSX:
20.74%
VBR:
15.80%
IIRSX:
-54.03%
VBR:
-62.01%
IIRSX:
-22.01%
VBR:
-6.46%
Returns By Period
In the year-to-date period, IIRSX achieves a 1.48% return, which is significantly lower than VBR's 2.00% return. Over the past 10 years, IIRSX has underperformed VBR with an annualized return of -0.42%, while VBR has yielded a comparatively higher 8.65% annualized return.
IIRSX
1.48%
-2.38%
5.66%
7.14%
1.20%
-0.42%
VBR
2.00%
-2.70%
5.84%
14.93%
10.46%
8.65%
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IIRSX vs. VBR - Expense Ratio Comparison
IIRSX has a 0.45% expense ratio, which is higher than VBR's 0.07% expense ratio.
Risk-Adjusted Performance
IIRSX vs. VBR — Risk-Adjusted Performance Rank
IIRSX
VBR
IIRSX vs. VBR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Russell Small Cap Index Portfolio (IIRSX) and Vanguard Small-Cap Value ETF (VBR). 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. VBR - Dividend Comparison
IIRSX's dividend yield for the trailing twelve months is around 1.21%, less than VBR's 1.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IIRSX Voya Russell Small Cap Index Portfolio | 1.21% | 1.23% | 1.84% | 1.02% | 0.60% | 0.94% | 1.17% | 1.34% | 1.07% | 1.34% | 1.24% | 1.04% |
VBR Vanguard Small-Cap Value ETF | 1.94% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% |
Drawdowns
IIRSX vs. VBR - Drawdown Comparison
The maximum IIRSX drawdown since its inception was -54.03%, smaller than the maximum VBR drawdown of -62.01%. Use the drawdown chart below to compare losses from any high point for IIRSX and VBR. For additional features, visit the drawdowns tool.
Volatility
IIRSX vs. VBR - Volatility Comparison
Voya Russell Small Cap Index Portfolio (IIRSX) has a higher volatility of 3.79% compared to Vanguard Small-Cap Value ETF (VBR) at 3.10%. This indicates that IIRSX's price experiences larger fluctuations and is considered to be riskier than VBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.