INGIX vs. IRSQX
Compare and contrast key facts about Voya U.S. Stock Index Portfolio (INGIX) and Voya Target Retirement 2050 Fund (IRSQX).
INGIX is managed by Voya. It was launched on May 3, 2004. IRSQX is managed by Voya. It was launched on Dec 19, 2012.
Performance
INGIX vs. IRSQX - Performance Comparison
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INGIX vs. IRSQX - 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% |
IRSQX Voya Target Retirement 2050 Fund | -4.43% | 20.71% | 15.32% | 20.47% | -18.75% | 18.82% | 17.28% | 25.25% | -9.37% | 20.99% |
Returns By Period
In the year-to-date period, INGIX achieves a -7.12% return, which is significantly lower than IRSQX's -4.43% return. Over the past 10 years, INGIX has outperformed IRSQX with an annualized return of 13.30%, while IRSQX has yielded a comparatively lower 10.33% 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%
IRSQX
- 1D
- -1.59%
- 1M
- -9.15%
- YTD
- -4.43%
- 6M
- -1.27%
- 1Y
- 16.77%
- 3Y*
- 14.52%
- 5Y*
- 8.07%
- 10Y*
- 10.33%
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INGIX vs. IRSQX - Expense Ratio Comparison
INGIX has a 0.27% expense ratio, which is higher than IRSQX's 0.22% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
INGIX vs. IRSQX — Risk / Return Rank
INGIX
IRSQX
INGIX vs. IRSQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya U.S. Stock Index Portfolio (INGIX) and Voya Target Retirement 2050 Fund (IRSQX). 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 | IRSQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 1.11 | -0.46 |
Sortino ratioReturn per unit of downside risk | 1.10 | 1.66 | -0.55 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.25 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.13 | 1.02 | -0.89 |
Martin ratioReturn relative to average drawdown | 0.50 | 5.02 | -4.51 |
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 | IRSQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 1.11 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.54 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.65 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.66 | -0.22 |
Correlation
The correlation between INGIX and IRSQX is 0.93, 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. IRSQX - Dividend Comparison
INGIX's dividend yield for the trailing twelve months is around 11.48%, less than IRSQX's 16.68% 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% |
IRSQX Voya Target Retirement 2050 Fund | 16.68% | 15.94% | 1.93% | 1.89% | 6.50% | 20.41% | 2.18% | 4.80% | 7.33% | 6.29% | 1.94% | 0.44% |
Drawdowns
INGIX vs. IRSQX - Drawdown Comparison
The maximum INGIX drawdown since its inception was -55.38%, which is greater than IRSQX's maximum drawdown of -33.06%. Use the drawdown chart below to compare losses from any high point for INGIX and IRSQX.
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Drawdown Indicators
| INGIX | IRSQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.38% | -33.06% | -22.32% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -11.52% | -0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -26.14% | +1.45% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -33.06% | -0.78% |
Current DrawdownCurrent decline from peak | -9.53% | -9.42% | -0.11% |
Average DrawdownAverage peak-to-trough decline | -8.22% | -4.54% | -3.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.99% | 2.74% | +2.25% |
Volatility
INGIX vs. IRSQX - Volatility Comparison
Voya U.S. Stock Index Portfolio (INGIX) has a higher volatility of 4.27% compared to Voya Target Retirement 2050 Fund (IRSQX) at 4.06%. This indicates that INGIX's price experiences larger fluctuations and is considered to be riskier than IRSQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INGIX | IRSQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.27% | 4.06% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 9.13% | 8.73% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.76% | 16.67% | +3.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 15.18% | +2.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.21% | 16.07% | +2.14% |