IIVGX vs. SPYG
Compare and contrast key facts about Voya Growth and Income Portfolio (IIVGX) and State Street 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.
Performance
IIVGX vs. SPYG - Performance Comparison
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IIVGX vs. SPYG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IIVGX Voya Growth and Income Portfolio | -7.46% | 11.37% | 23.85% | 27.46% | -14.87% | 29.08% | 17.24% | 28.73% | -4.46% | 20.39% |
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | -6.91% | 22.09% | 35.99% | 30.02% | -29.41% | 32.01% | 33.46% | 30.84% | -0.12% | 27.24% |
Returns By Period
In the year-to-date period, IIVGX achieves a -7.46% return, which is significantly lower than SPYG's -6.91% return. Over the past 10 years, IIVGX has underperformed SPYG with an annualized return of 13.07%, while SPYG has yielded a comparatively higher 15.90% annualized return.
IIVGX
- 1D
- 2.96%
- 1M
- -5.44%
- YTD
- -7.46%
- 6M
- -8.58%
- 1Y
- 6.22%
- 3Y*
- 14.49%
- 5Y*
- 10.13%
- 10Y*
- 13.07%
SPYG
- 1D
- 1.32%
- 1M
- -4.24%
- YTD
- -6.91%
- 6M
- -5.21%
- 1Y
- 23.24%
- 3Y*
- 22.39%
- 5Y*
- 12.53%
- 10Y*
- 15.90%
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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.
Return for Risk
IIVGX vs. SPYG — Risk / Return Rank
IIVGX
SPYG
IIVGX vs. SPYG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Growth and Income Portfolio (IIVGX) and State Street 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.
| IIVGX | SPYG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.35 | 1.04 | -0.69 |
Sortino ratioReturn per unit of downside risk | 0.64 | 1.62 | -0.98 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.23 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.21 | 1.75 | -1.54 |
Martin ratioReturn relative to average drawdown | 0.62 | 6.81 | -6.19 |
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
| IIVGX | SPYG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.35 | 1.04 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.60 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.78 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.32 | -0.03 |
Correlation
The correlation between IIVGX and SPYG is 0.87, 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
IIVGX vs. SPYG - Dividend Comparison
IIVGX's dividend yield for the trailing twelve months is around 1.45%, more than SPYG's 0.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IIVGX Voya Growth and Income Portfolio | 1.45% | 1.34% | 15.44% | 10.54% | 17.53% | 65.29% | 10.87% | 11.92% | 13.24% | 14.09% | 10.56% | 7.46% |
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 0.57% | 0.52% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.37% | 1.51% | 1.41% | 1.55% | 1.57% |
Drawdowns
IIVGX vs. SPYG - Drawdown Comparison
The maximum IIVGX drawdown since its inception was -65.60%, roughly equal to the maximum SPYG drawdown of -67.63%. Use the drawdown chart below to compare losses from any high point for IIVGX and SPYG.
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Drawdown Indicators
| IIVGX | SPYG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.60% | -67.63% | +2.03% |
Max Drawdown (1Y)Largest decline over 1 year | -16.12% | -13.76% | -2.36% |
Max Drawdown (5Y)Largest decline over 5 years | -21.65% | -32.67% | +11.02% |
Max Drawdown (10Y)Largest decline over 10 years | -35.04% | -32.67% | -2.37% |
Current DrawdownCurrent decline from peak | -13.64% | -9.06% | -4.58% |
Average DrawdownAverage peak-to-trough decline | -17.03% | -24.48% | +7.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.54% | 3.55% | +1.99% |
Volatility
IIVGX vs. SPYG - Volatility Comparison
The current volatility for Voya Growth and Income Portfolio (IIVGX) is 5.55%, while State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 7.32%. 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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Volatility by Period
| IIVGX | SPYG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 7.32% | -1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 11.38% | 12.90% | -1.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.63% | 22.42% | -1.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.37% | 21.13% | -3.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.26% | 20.57% | -2.31% |