IIVGX vs. VOO
Compare and contrast key facts about Voya Growth and Income Portfolio (IIVGX) and Vanguard S&P 500 ETF (VOO).
IIVGX is managed by Voya. It was launched on Dec 31, 1979. 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: IIVGX or VOO.
Correlation
The correlation between IIVGX 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.
Performance
IIVGX vs. VOO - Performance Comparison
Key characteristics
IIVGX:
0.32
VOO:
1.76
IIVGX:
0.46
VOO:
2.37
IIVGX:
1.09
VOO:
1.32
IIVGX:
0.12
VOO:
2.66
IIVGX:
1.01
VOO:
11.10
IIVGX:
5.28%
VOO:
2.02%
IIVGX:
16.89%
VOO:
12.79%
IIVGX:
-55.01%
VOO:
-33.99%
IIVGX:
-40.48%
VOO:
-2.11%
Returns By Period
In the year-to-date period, IIVGX achieves a 3.11% return, which is significantly higher than VOO's 2.40% return. Over the past 10 years, IIVGX has underperformed VOO with an annualized return of -2.42%, while VOO has yielded a comparatively higher 13.03% annualized return.
IIVGX
3.11%
-0.09%
-2.88%
3.17%
-5.09%
-2.42%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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IIVGX vs. VOO - Expense Ratio Comparison
IIVGX has a 0.66% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
IIVGX vs. VOO — Risk-Adjusted Performance Rank
IIVGX
VOO
IIVGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Growth and Income Portfolio (IIVGX) 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.
Dividends
IIVGX vs. VOO - Dividend Comparison
IIVGX's dividend yield for the trailing twelve months is around 0.92%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IIVGX Voya Growth and Income Portfolio | 0.92% | 0.95% | 1.17% | 1.38% | 1.54% | 1.36% | 1.68% | 2.17% | 1.97% | 2.12% | 2.26% | 2.23% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
IIVGX vs. VOO - Drawdown Comparison
The maximum IIVGX drawdown since its inception was -55.01%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IIVGX and VOO. For additional features, visit the drawdowns tool.
Volatility
IIVGX vs. VOO - Volatility Comparison
Voya Growth and Income Portfolio (IIVGX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.23% and 3.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.