IMCVX vs. WFSPX
Compare and contrast key facts about Voya Multi-Manager Mid Cap Value Fund (IMCVX) and iShares S&P 500 Index Fund (WFSPX).
IMCVX is managed by BlackRock. It was launched on Oct 3, 2011. WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993.
Performance
IMCVX vs. WFSPX - Performance Comparison
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IMCVX vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IMCVX Voya Multi-Manager Mid Cap Value Fund | 2.33% | 4.09% | 10.72% | 9.44% | -11.52% | 29.40% | 2.62% | 40.50% | -15.20% | 15.06% |
WFSPX iShares S&P 500 Index Fund | -7.06% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Returns By Period
In the year-to-date period, IMCVX achieves a 2.33% return, which is significantly higher than WFSPX's -7.06% return. Over the past 10 years, IMCVX has underperformed WFSPX with an annualized return of 8.85%, while WFSPX has yielded a comparatively higher 13.63% annualized return.
IMCVX
- 1D
- -0.32%
- 1M
- -6.58%
- YTD
- 2.33%
- 6M
- 1.98%
- 1Y
- 8.35%
- 3Y*
- 8.79%
- 5Y*
- 5.38%
- 10Y*
- 8.85%
WFSPX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.63%
- 1Y
- 14.40%
- 3Y*
- 17.13%
- 5Y*
- 11.37%
- 10Y*
- 13.63%
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IMCVX vs. WFSPX - Expense Ratio Comparison
IMCVX has a 0.78% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
IMCVX vs. WFSPX — Risk / Return Rank
IMCVX
WFSPX
IMCVX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Multi-Manager Mid Cap Value Fund (IMCVX) and iShares S&P 500 Index Fund (WFSPX). 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.
| IMCVX | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 0.84 | -0.37 |
Sortino ratioReturn per unit of downside risk | 0.83 | 1.30 | -0.47 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.20 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.18 | 1.06 | -0.87 |
Martin ratioReturn relative to average drawdown | 0.70 | 5.13 | -4.43 |
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
| IMCVX | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 0.84 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.68 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.76 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.13 | +0.49 |
Correlation
The correlation between IMCVX and WFSPX is 0.84, 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
IMCVX vs. WFSPX - Dividend Comparison
IMCVX's dividend yield for the trailing twelve months is around 9.00%, more than WFSPX's 1.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMCVX Voya Multi-Manager Mid Cap Value Fund | 9.00% | 9.21% | 11.72% | 0.98% | 8.69% | 15.71% | 4.38% | 19.23% | 20.04% | 7.09% | 3.00% | 21.05% |
WFSPX iShares S&P 500 Index Fund | 1.58% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Drawdowns
IMCVX vs. WFSPX - Drawdown Comparison
The maximum IMCVX drawdown since its inception was -44.22%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for IMCVX and WFSPX.
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Drawdown Indicators
| IMCVX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.22% | -58.21% | +13.99% |
Max Drawdown (1Y)Largest decline over 1 year | -12.46% | -12.11% | -0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -22.03% | -24.51% | +2.48% |
Max Drawdown (10Y)Largest decline over 10 years | -44.22% | -33.74% | -10.48% |
Current DrawdownCurrent decline from peak | -6.77% | -8.90% | +2.13% |
Average DrawdownAverage peak-to-trough decline | -5.51% | -12.84% | +7.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.18% | 2.49% | +1.69% |
Volatility
IMCVX vs. WFSPX - Volatility Comparison
The current volatility for Voya Multi-Manager Mid Cap Value Fund (IMCVX) is 3.69%, while iShares S&P 500 Index Fund (WFSPX) has a volatility of 4.24%. This indicates that IMCVX experiences smaller price fluctuations and is considered to be less risky than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IMCVX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 4.24% | -0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 8.77% | 9.08% | -0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.38% | 18.06% | +1.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.45% | 16.84% | +0.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.12% | 17.98% | +2.14% |