Correlation
The correlation between IRGJX and QGRO is 0.88, 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.
IRGJX vs. QGRO
Compare and contrast key facts about Voya Russell Mid Cap Growth Index Portfolio (IRGJX) and American Century STOXX U.S. Quality Growth ETF (QGRO).
IRGJX is managed by Voya. It was launched on May 1, 2009. QGRO is a passively managed fund by American Century Investments that tracks the performance of the iSTOXX American Century USA Quality Growth (USD)(GR). It was launched on Sep 10, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IRGJX or QGRO.
Performance
IRGJX vs. QGRO - Performance Comparison
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Key characteristics
IRGJX:
0.91
QGRO:
1.13
IRGJX:
1.29
QGRO:
1.49
IRGJX:
1.18
QGRO:
1.21
IRGJX:
0.83
QGRO:
1.00
IRGJX:
2.74
QGRO:
3.41
IRGJX:
7.68%
QGRO:
7.00%
IRGJX:
25.25%
QGRO:
23.65%
IRGJX:
-38.65%
QGRO:
-32.57%
IRGJX:
-4.71%
QGRO:
-4.73%
Returns By Period
The year-to-date returns for both investments are quite close, with IRGJX having a 5.02% return and QGRO slightly higher at 5.04%.
IRGJX
5.02%
9.13%
-1.55%
22.69%
16.20%
11.79%
10.94%
QGRO
5.04%
7.22%
1.25%
25.91%
19.92%
17.47%
N/A
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IRGJX vs. QGRO - Expense Ratio Comparison
IRGJX has a 0.40% expense ratio, which is higher than QGRO's 0.29% expense ratio.
Risk-Adjusted Performance
IRGJX vs. QGRO — Risk-Adjusted Performance Rank
IRGJX
QGRO
IRGJX vs. QGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Russell Mid Cap Growth Index Portfolio (IRGJX) and American Century STOXX U.S. Quality Growth ETF (QGRO). 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.
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Dividends
IRGJX vs. QGRO - Dividend Comparison
IRGJX's dividend yield for the trailing twelve months is around 0.25%, less than QGRO's 0.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRGJX Voya Russell Mid Cap Growth Index Portfolio | 0.25% | 0.35% | 0.42% | 12.03% | 3.55% | 5.50% | 10.03% | 13.76% | 0.83% | 0.96% | 0.91% | 0.42% |
QGRO American Century STOXX U.S. Quality Growth ETF | 0.27% | 0.25% | 0.41% | 0.46% | 0.31% | 0.22% | 0.38% | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IRGJX vs. QGRO - Drawdown Comparison
The maximum IRGJX drawdown since its inception was -38.65%, which is greater than QGRO's maximum drawdown of -32.57%. Use the drawdown chart below to compare losses from any high point for IRGJX and QGRO.
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Volatility
IRGJX vs. QGRO - Volatility Comparison
Voya Russell Mid Cap Growth Index Portfolio (IRGJX) has a higher volatility of 6.58% compared to American Century STOXX U.S. Quality Growth ETF (QGRO) at 5.34%. This indicates that IRGJX's price experiences larger fluctuations and is considered to be riskier than QGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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