Correlation
The correlation between IIVGX and SPYG is 0.95, 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.
IIVGX vs. SPYG
Compare and contrast key facts about Voya Growth and Income Portfolio (IIVGX) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
IIVGX is managed by Voya. It was launched on Dec 31, 1979. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IIVGX or SPYG.
Performance
IIVGX vs. SPYG - Performance Comparison
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Key characteristics
IIVGX:
0.67
SPYG:
0.82
IIVGX:
0.92
SPYG:
1.15
IIVGX:
1.14
SPYG:
1.16
IIVGX:
0.57
SPYG:
0.82
IIVGX:
2.11
SPYG:
2.75
IIVGX:
5.16%
SPYG:
6.63%
IIVGX:
19.06%
SPYG:
25.18%
IIVGX:
-35.04%
SPYG:
-67.79%
IIVGX:
-4.85%
SPYG:
-2.78%
Returns By Period
In the year-to-date period, IIVGX achieves a 0.25% return, which is significantly lower than SPYG's 2.18% return. Over the past 10 years, IIVGX has underperformed SPYG with an annualized return of 12.14%, while SPYG has yielded a comparatively higher 14.90% annualized return.
IIVGX
0.25%
5.45%
-1.84%
11.45%
13.97%
17.12%
12.14%
SPYG
2.18%
8.10%
3.01%
20.35%
17.35%
16.74%
14.90%
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IIVGX vs. SPYG - Expense Ratio Comparison
IIVGX has a 0.66% expense ratio, which is higher than SPYG's 0.04% expense ratio.
Risk-Adjusted Performance
IIVGX vs. SPYG — Risk-Adjusted Performance Rank
IIVGX
SPYG
IIVGX vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Growth and Income Portfolio (IIVGX) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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
IIVGX vs. SPYG - Dividend Comparison
IIVGX's dividend yield for the trailing twelve months is around 15.94%, more than SPYG's 0.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IIVGX Voya Growth and Income Portfolio | 15.94% | 15.44% | 10.54% | 17.54% | 65.29% | 10.87% | 11.92% | 13.24% | 14.09% | 10.56% | 7.47% | 14.69% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.60% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% |
Drawdowns
IIVGX vs. SPYG - Drawdown Comparison
The maximum IIVGX drawdown since its inception was -35.04%, smaller than the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for IIVGX and SPYG.
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Volatility
IIVGX vs. SPYG - Volatility Comparison
The current volatility for Voya Growth and Income Portfolio (IIVGX) is 4.61%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 5.58%. This indicates that IIVGX experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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