IPLIX vs. SSEYX
Compare and contrast key facts about Voya Index Plus LargeCap Portfolio (IPLIX) and State Street Equity 500 Index II Portfolio (SSEYX).
IPLIX is managed by Voya. It was launched on Sep 16, 1996. SSEYX is managed by State Street. It was launched on Aug 11, 2014.
Performance
IPLIX vs. SSEYX - Performance Comparison
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IPLIX vs. SSEYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IPLIX Voya Index Plus LargeCap Portfolio | -7.50% | 15.30% | 25.20% | 26.06% | -19.04% | 29.01% | 15.56% | 29.67% | -6.79% | 24.66% |
SSEYX State Street Equity 500 Index II Portfolio | -7.05% | 17.52% | 25.01% | 26.29% | -18.18% | 28.58% | 18.28% | 31.42% | -4.54% | 21.72% |
Returns By Period
In the year-to-date period, IPLIX achieves a -7.50% return, which is significantly lower than SSEYX's -7.05% return. Over the past 10 years, IPLIX has underperformed SSEYX with an annualized return of 12.83%, while SSEYX has yielded a comparatively higher 13.66% annualized return.
IPLIX
- 1D
- -0.38%
- 1M
- -7.47%
- YTD
- -7.50%
- 6M
- -5.32%
- 1Y
- 12.81%
- 3Y*
- 16.14%
- 5Y*
- 10.50%
- 10Y*
- 12.83%
SSEYX
- 1D
- -0.39%
- 1M
- -7.67%
- YTD
- -7.05%
- 6M
- -4.83%
- 1Y
- 14.13%
- 3Y*
- 17.07%
- 5Y*
- 11.32%
- 10Y*
- 13.66%
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IPLIX vs. SSEYX - Expense Ratio Comparison
IPLIX has a 0.55% expense ratio, which is higher than SSEYX's 0.02% expense ratio.
Return for Risk
IPLIX vs. SSEYX — Risk / Return Rank
IPLIX
SSEYX
IPLIX vs. SSEYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Index Plus LargeCap Portfolio (IPLIX) and State Street Equity 500 Index II Portfolio (SSEYX). 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.
| IPLIX | SSEYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.82 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.28 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.19 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.12 | 1.03 | -0.91 |
Martin ratioReturn relative to average drawdown | 0.47 | 5.02 | -4.55 |
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
| IPLIX | SSEYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.82 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.67 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.76 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.70 | -0.24 |
Correlation
The correlation between IPLIX and SSEYX is 0.96, 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
IPLIX vs. SSEYX - Dividend Comparison
IPLIX's dividend yield for the trailing twelve months is around 11.73%, more than SSEYX's 1.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPLIX Voya Index Plus LargeCap Portfolio | 11.73% | 10.85% | 5.16% | 2.88% | 35.98% | 7.06% | 10.07% | 9.90% | 10.97% | 3.12% | 1.59% | 1.61% |
SSEYX State Street Equity 500 Index II Portfolio | 1.49% | 1.38% | 1.93% | 1.46% | 1.57% | 2.48% | 3.63% | 2.36% | 5.91% | 5.37% | 2.29% | 3.47% |
Drawdowns
IPLIX vs. SSEYX - Drawdown Comparison
The maximum IPLIX drawdown since its inception was -51.01%, which is greater than SSEYX's maximum drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for IPLIX and SSEYX.
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Drawdown Indicators
| IPLIX | SSEYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.01% | -33.75% | -17.26% |
Max Drawdown (1Y)Largest decline over 1 year | -12.17% | -12.10% | -0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -24.78% | -24.52% | -0.26% |
Max Drawdown (10Y)Largest decline over 10 years | -35.40% | -33.75% | -1.65% |
Current DrawdownCurrent decline from peak | -9.00% | -8.88% | -0.12% |
Average DrawdownAverage peak-to-trough decline | -10.01% | -4.14% | -5.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.96% | 2.49% | +2.47% |
Volatility
IPLIX vs. SSEYX - Volatility Comparison
Voya Index Plus LargeCap Portfolio (IPLIX) and State Street Equity 500 Index II Portfolio (SSEYX) have volatilities of 4.33% and 4.24%, 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.
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Volatility by Period
| IPLIX | SSEYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 4.24% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.16% | 9.06% | +0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.93% | 18.10% | +1.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.67% | 16.87% | +0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.71% | 18.03% | +0.68% |