IPMIX vs. FTSIX
Compare and contrast key facts about Voya Index Plus MidCap Portfolio (IPMIX) and Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX).
IPMIX is managed by Voya. It was launched on Dec 16, 1997. FTSIX is managed by Fuller & Thaler Asset Mgmt. It was launched on Dec 26, 2018.
Performance
IPMIX vs. FTSIX - Performance Comparison
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IPMIX vs. FTSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IPMIX Voya Index Plus MidCap Portfolio | -0.38% | 8.27% | 15.17% | 17.49% | -14.10% | 27.70% | 8.18% | 26.62% |
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund | 3.61% | 6.04% | 11.86% | 18.52% | -17.63% | 25.29% | 19.19% | 26.72% |
Returns By Period
In the year-to-date period, IPMIX achieves a -0.38% return, which is significantly lower than FTSIX's 3.61% return.
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%
FTSIX
- 1D
- -0.79%
- 1M
- -6.26%
- YTD
- 3.61%
- 6M
- 6.00%
- 1Y
- 15.31%
- 3Y*
- 10.74%
- 5Y*
- 5.15%
- 10Y*
- —
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IPMIX vs. FTSIX - Expense Ratio Comparison
IPMIX has a 0.60% expense ratio, which is lower than FTSIX's 2.69% expense ratio.
Return for Risk
IPMIX vs. FTSIX — Risk / Return Rank
IPMIX
FTSIX
IPMIX vs. FTSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Index Plus MidCap Portfolio (IPMIX) and Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX). 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.
| IPMIX | FTSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.80 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.27 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 1.06 | -0.84 |
Martin ratioReturn relative to average drawdown | 0.82 | 4.30 | -3.48 |
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
| IPMIX | FTSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.80 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.27 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.51 | -0.13 |
Correlation
The correlation between IPMIX and FTSIX is 0.92, 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
IPMIX vs. FTSIX - Dividend Comparison
IPMIX's dividend yield for the trailing twelve months is around 7.62%, more than FTSIX's 0.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund | 0.62% | 0.64% | 0.84% | 0.85% | 0.95% | 5.50% | 0.35% | 2.16% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IPMIX vs. FTSIX - Drawdown Comparison
The maximum IPMIX drawdown since its inception was -54.71%, which is greater than FTSIX's maximum drawdown of -42.12%. Use the drawdown chart below to compare losses from any high point for IPMIX and FTSIX.
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Drawdown Indicators
| IPMIX | FTSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.71% | -42.12% | -12.59% |
Max Drawdown (1Y)Largest decline over 1 year | -14.19% | -13.29% | -0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -24.28% | -27.57% | +3.29% |
Max Drawdown (10Y)Largest decline over 10 years | -43.76% | — | — |
Current DrawdownCurrent decline from peak | -7.98% | -6.80% | -1.18% |
Average DrawdownAverage peak-to-trough decline | -10.19% | -7.80% | -2.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.72% | 3.27% | +2.45% |
Volatility
IPMIX vs. FTSIX - Volatility Comparison
Voya Index Plus MidCap Portfolio (IPMIX) has a higher volatility of 5.58% compared to Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) at 5.08%. This indicates that IPMIX's price experiences larger fluctuations and is considered to be riskier than FTSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IPMIX | FTSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 5.08% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 11.22% | 11.04% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.26% | 20.05% | +3.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.41% | 19.10% | +1.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.63% | 23.47% | -1.84% |