Correlation
The correlation between IISPX and VOO 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.
IISPX vs. VOO
Compare and contrast key facts about Voya Solution 2055 Portfolio (IISPX) and Vanguard S&P 500 ETF (VOO).
IISPX is managed by Voya. It was launched on Mar 7, 2010. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IISPX or VOO.
Performance
IISPX vs. VOO - Performance Comparison
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Key characteristics
IISPX:
0.75
VOO:
0.70
IISPX:
1.07
VOO:
1.05
IISPX:
1.16
VOO:
1.15
IISPX:
0.71
VOO:
0.69
IISPX:
3.07
VOO:
2.62
IISPX:
3.68%
VOO:
4.93%
IISPX:
16.69%
VOO:
19.55%
IISPX:
-34.45%
VOO:
-33.99%
IISPX:
-1.03%
VOO:
-3.45%
Returns By Period
In the year-to-date period, IISPX achieves a 4.35% return, which is significantly higher than VOO's 1.00% return. Over the past 10 years, IISPX has underperformed VOO with an annualized return of 8.27%, while VOO has yielded a comparatively higher 12.81% annualized return.
IISPX
4.35%
5.16%
1.74%
12.47%
10.89%
12.16%
8.27%
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
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IISPX vs. VOO - Expense Ratio Comparison
IISPX has a 0.19% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IISPX vs. VOO — Risk-Adjusted Performance Rank
IISPX
VOO
IISPX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Solution 2055 Portfolio (IISPX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
IISPX vs. VOO - Dividend Comparison
IISPX's dividend yield for the trailing twelve months is around 1.68%, more than VOO's 1.29% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IISPX Voya Solution 2055 Portfolio | 1.68% | 1.76% | 5.14% | 29.36% | 14.46% | 6.23% | 10.08% | 5.84% | 2.98% | 8.44% | 13.57% | 7.53% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
IISPX vs. VOO - Drawdown Comparison
The maximum IISPX drawdown since its inception was -34.45%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IISPX and VOO.
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Volatility
IISPX vs. VOO - Volatility Comparison
The current volatility for Voya Solution 2055 Portfolio (IISPX) is 3.79%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.83%. This indicates that IISPX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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