INGIX vs. IEDAX
Compare and contrast key facts about Voya U.S. Stock Index Portfolio (INGIX) and Voya Large Cap Value Fund (IEDAX).
INGIX is managed by Voya. It was launched on May 3, 2004. IEDAX is managed by Voya. It was launched on Dec 18, 2007.
Performance
INGIX vs. IEDAX - Performance Comparison
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INGIX vs. IEDAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INGIX Voya U.S. Stock Index Portfolio | -7.12% | 15.88% | 24.71% | 26.04% | -18.40% | 28.33% | 18.07% | 31.15% | -4.62% | 21.49% |
IEDAX Voya Large Cap Value Fund | -5.90% | 12.42% | 16.47% | 13.26% | -3.86% | 26.38% | 5.53% | 35.63% | -8.29% | 13.36% |
Returns By Period
In the year-to-date period, INGIX achieves a -7.12% return, which is significantly lower than IEDAX's -5.90% return. Over the past 10 years, INGIX has outperformed IEDAX with an annualized return of 13.30%, while IEDAX has yielded a comparatively lower 11.18% annualized return.
INGIX
- 1D
- -0.41%
- 1M
- -7.69%
- YTD
- -7.12%
- 6M
- -6.05%
- 1Y
- 12.51%
- 3Y*
- 16.35%
- 5Y*
- 10.80%
- 10Y*
- 13.30%
IEDAX
- 1D
- -0.28%
- 1M
- -8.14%
- YTD
- -5.90%
- 6M
- -2.15%
- 1Y
- 2.54%
- 3Y*
- 10.82%
- 5Y*
- 8.70%
- 10Y*
- 11.18%
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INGIX vs. IEDAX - Expense Ratio Comparison
INGIX has a 0.27% expense ratio, which is lower than IEDAX's 1.10% expense ratio.
Return for Risk
INGIX vs. IEDAX — Risk / Return Rank
INGIX
IEDAX
INGIX vs. IEDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya U.S. Stock Index Portfolio (INGIX) and Voya Large Cap Value Fund (IEDAX). 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.
| INGIX | IEDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.17 | +0.48 |
Sortino ratioReturn per unit of downside risk | 1.10 | 0.35 | +0.75 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.05 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.13 | 0.02 | +0.11 |
Martin ratioReturn relative to average drawdown | 0.50 | 0.10 | +0.41 |
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
| INGIX | IEDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.17 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.52 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.60 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.45 | -0.01 |
Correlation
The correlation between INGIX and IEDAX is 0.91, 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
INGIX vs. IEDAX - Dividend Comparison
INGIX's dividend yield for the trailing twelve months is around 11.48%, more than IEDAX's 8.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INGIX Voya U.S. Stock Index Portfolio | 11.48% | 10.66% | 9.12% | 11.02% | 12.95% | 10.29% | 5.21% | 6.82% | 8.29% | 6.30% | 7.74% | 11.51% |
IEDAX Voya Large Cap Value Fund | 8.53% | 8.03% | 15.43% | 10.92% | 8.06% | 16.02% | 9.13% | 17.61% | 11.75% | 11.03% | 1.89% | 8.59% |
Drawdowns
INGIX vs. IEDAX - Drawdown Comparison
The maximum INGIX drawdown since its inception was -55.38%, which is greater than IEDAX's maximum drawdown of -47.31%. Use the drawdown chart below to compare losses from any high point for INGIX and IEDAX.
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Drawdown Indicators
| INGIX | IEDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.38% | -47.31% | -8.07% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -12.05% | -0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -22.40% | -2.29% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -39.36% | +5.52% |
Current DrawdownCurrent decline from peak | -9.53% | -10.04% | +0.51% |
Average DrawdownAverage peak-to-trough decline | -8.22% | -6.54% | -1.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.99% | 3.58% | +1.41% |
Volatility
INGIX vs. IEDAX - Volatility Comparison
Voya U.S. Stock Index Portfolio (INGIX) has a higher volatility of 4.27% compared to Voya Large Cap Value Fund (IEDAX) at 3.89%. This indicates that INGIX's price experiences larger fluctuations and is considered to be riskier than IEDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INGIX | IEDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.27% | 3.89% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 9.13% | 8.41% | +0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.76% | 15.52% | +4.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 17.18% | +0.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.21% | 18.79% | -0.58% |