INGIX vs. IPMIX
Compare and contrast key facts about Voya U.S. Stock Index Portfolio (INGIX) and Voya Index Plus MidCap Portfolio (IPMIX).
INGIX is managed by Voya. It was launched on May 3, 2004. IPMIX is managed by Voya. It was launched on Dec 16, 1997.
Performance
INGIX vs. IPMIX - Performance Comparison
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INGIX vs. IPMIX - 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% |
IPMIX Voya Index Plus MidCap Portfolio | -0.38% | 8.27% | 15.17% | 17.49% | -14.10% | 27.70% | 8.18% | 26.62% | -14.34% | 13.66% |
Returns By Period
In the year-to-date period, INGIX achieves a -7.12% return, which is significantly lower than IPMIX's -0.38% return. Over the past 10 years, INGIX has outperformed IPMIX with an annualized return of 13.30%, while IPMIX has yielded a comparatively lower 9.37% 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%
IPMIX
- 1D
- -0.85%
- 1M
- -7.13%
- YTD
- -0.38%
- 6M
- 1.69%
- 1Y
- 15.23%
- 3Y*
- 12.07%
- 5Y*
- 7.14%
- 10Y*
- 9.37%
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INGIX vs. IPMIX - Expense Ratio Comparison
INGIX has a 0.27% expense ratio, which is lower than IPMIX's 0.60% expense ratio.
Return for Risk
INGIX vs. IPMIX — Risk / Return Rank
INGIX
IPMIX
INGIX vs. IPMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya U.S. Stock Index Portfolio (INGIX) and Voya Index Plus MidCap Portfolio (IPMIX). 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 | IPMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.70 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.10 | 1.14 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.16 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.13 | 0.23 | -0.09 |
Martin ratioReturn relative to average drawdown | 0.50 | 0.82 | -0.32 |
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 | IPMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.70 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.36 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.44 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.38 | +0.05 |
Correlation
The correlation between INGIX and IPMIX 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
INGIX vs. IPMIX - Dividend Comparison
INGIX's dividend yield for the trailing twelve months is around 11.48%, more than IPMIX's 7.62% 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% |
IPMIX Voya Index Plus MidCap Portfolio | 7.62% | 7.59% | 4.15% | 4.66% | 29.03% | 1.13% | 1.20% | 10.96% | 16.62% | 7.62% | 10.43% | 17.41% |
Drawdowns
INGIX vs. IPMIX - Drawdown Comparison
The maximum INGIX drawdown since its inception was -55.38%, roughly equal to the maximum IPMIX drawdown of -54.71%. Use the drawdown chart below to compare losses from any high point for INGIX and IPMIX.
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Drawdown Indicators
| INGIX | IPMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.38% | -54.71% | -0.67% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -14.19% | +2.09% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -24.28% | -0.41% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -43.76% | +9.92% |
Current DrawdownCurrent decline from peak | -9.53% | -7.98% | -1.55% |
Average DrawdownAverage peak-to-trough decline | -8.22% | -10.19% | +1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.99% | 5.72% | -0.73% |
Volatility
INGIX vs. IPMIX - Volatility Comparison
The current volatility for Voya U.S. Stock Index Portfolio (INGIX) is 4.27%, while Voya Index Plus MidCap Portfolio (IPMIX) has a volatility of 5.58%. This indicates that INGIX experiences smaller price fluctuations and is considered to be less risky than IPMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INGIX | IPMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.27% | 5.58% | -1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.13% | 11.22% | -2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.76% | 23.26% | -3.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 20.41% | -3.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.21% | 21.63% | -3.42% |