IIVGX vs. VSMPX
Compare and contrast key facts about Voya Growth and Income Portfolio (IIVGX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX).
IIVGX is managed by Voya. It was launched on Dec 31, 1979. VSMPX is managed by Vanguard. It was launched on Apr 28, 2015.
Performance
IIVGX vs. VSMPX - Performance Comparison
Loading graphics...
IIVGX vs. VSMPX - 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% |
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | -3.97% | 17.15% | 23.26% | 26.53% | -19.50% | 25.74% | 21.01% | 30.79% | -5.16% | 21.19% |
Returns By Period
In the year-to-date period, IIVGX achieves a -7.46% return, which is significantly lower than VSMPX's -3.97% return. Both investments have delivered pretty close results over the past 10 years, with IIVGX having a 13.07% annualized return and VSMPX not far ahead at 13.62%.
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%
VSMPX
- 1D
- 2.97%
- 1M
- -5.09%
- YTD
- -3.97%
- 6M
- -1.96%
- 1Y
- 17.73%
- 3Y*
- 17.86%
- 5Y*
- 10.50%
- 10Y*
- 13.62%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IIVGX vs. VSMPX - Expense Ratio Comparison
IIVGX has a 0.66% expense ratio, which is higher than VSMPX's 0.02% expense ratio.
Return for Risk
IIVGX vs. VSMPX — Risk / Return Rank
IIVGX
VSMPX
IIVGX vs. VSMPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Growth and Income Portfolio (IIVGX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX). 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 | VSMPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.35 | 0.98 | -0.64 |
Sortino ratioReturn per unit of downside risk | 0.64 | 1.50 | -0.86 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.23 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.21 | 1.51 | -1.30 |
Martin ratioReturn relative to average drawdown | 0.62 | 7.25 | -6.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IIVGX | VSMPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.35 | 0.98 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.61 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.74 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.74 | -0.45 |
Correlation
The correlation between IIVGX and VSMPX is 0.94, 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. VSMPX - Dividend Comparison
IIVGX's dividend yield for the trailing twelve months is around 1.45%, more than VSMPX's 1.18% 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% |
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | 1.18% | 1.13% | 1.27% | 1.43% | 1.67% | 1.22% | 1.43% | 1.78% | 2.05% | 1.73% | 1.95% | 0.00% |
Drawdowns
IIVGX vs. VSMPX - Drawdown Comparison
The maximum IIVGX drawdown since its inception was -65.60%, which is greater than VSMPX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for IIVGX and VSMPX.
Loading graphics...
Drawdown Indicators
| IIVGX | VSMPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.60% | -34.97% | -30.63% |
Max Drawdown (1Y)Largest decline over 1 year | -16.12% | -12.41% | -3.71% |
Max Drawdown (5Y)Largest decline over 5 years | -21.65% | -25.35% | +3.70% |
Max Drawdown (10Y)Largest decline over 10 years | -35.04% | -34.97% | -0.07% |
Current DrawdownCurrent decline from peak | -13.64% | -6.21% | -7.43% |
Average DrawdownAverage peak-to-trough decline | -17.03% | -4.65% | -12.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.54% | 2.59% | +2.95% |
Volatility
IIVGX vs. VSMPX - Volatility Comparison
Voya Growth and Income Portfolio (IIVGX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) have volatilities of 5.55% and 5.49%, 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.
Loading graphics...
Volatility by Period
| IIVGX | VSMPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 5.49% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 11.38% | 9.79% | +1.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.63% | 18.61% | +2.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.37% | 17.37% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.26% | 18.39% | -0.13% |