IRLNX vs. NASDX
Compare and contrast key facts about Voya Russell Large Cap Growth Index Portfolio (IRLNX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
IRLNX is managed by Voya. It was launched on May 1, 2009. NASDX is a passively managed fund by Blackrock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IRLNX or NASDX.
Correlation
The correlation between IRLNX and NASDX 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.
Performance
IRLNX vs. NASDX - Performance Comparison
Key characteristics
IRLNX:
1.46
NASDX:
0.79
IRLNX:
1.99
NASDX:
1.12
IRLNX:
1.27
NASDX:
1.16
IRLNX:
2.05
NASDX:
1.14
IRLNX:
7.38
NASDX:
3.30
IRLNX:
3.84%
NASDX:
4.72%
IRLNX:
19.40%
NASDX:
19.72%
IRLNX:
-32.90%
NASDX:
-81.69%
IRLNX:
-1.24%
NASDX:
-3.48%
Returns By Period
In the year-to-date period, IRLNX achieves a 2.76% return, which is significantly lower than NASDX's 5.03% return. Over the past 10 years, IRLNX has outperformed NASDX with an annualized return of 17.31%, while NASDX has yielded a comparatively lower 14.37% annualized return.
IRLNX
2.76%
1.15%
13.38%
29.97%
18.98%
17.31%
NASDX
5.03%
2.35%
4.61%
16.90%
14.10%
14.37%
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IRLNX vs. NASDX - Expense Ratio Comparison
IRLNX has a 0.43% expense ratio, which is lower than NASDX's 0.63% expense ratio.
Risk-Adjusted Performance
IRLNX vs. NASDX — Risk-Adjusted Performance Rank
IRLNX
NASDX
IRLNX vs. NASDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Russell Large Cap Growth Index Portfolio (IRLNX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). 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.
Dividends
IRLNX vs. NASDX - Dividend Comparison
IRLNX's dividend yield for the trailing twelve months is around 0.35%, more than NASDX's 0.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRLNX Voya Russell Large Cap Growth Index Portfolio | 0.35% | 0.36% | 0.44% | 0.54% | 0.45% | 0.50% | 0.88% | 1.16% | 0.99% | 1.23% | 1.14% | 1.21% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 0.34% | 0.36% | 0.45% | 0.50% | 0.15% | 0.37% | 0.47% | 0.94% | 1.35% | 0.75% | 0.86% | 1.02% |
Drawdowns
IRLNX vs. NASDX - Drawdown Comparison
The maximum IRLNX drawdown since its inception was -32.90%, smaller than the maximum NASDX drawdown of -81.69%. Use the drawdown chart below to compare losses from any high point for IRLNX and NASDX. For additional features, visit the drawdowns tool.
Volatility
IRLNX vs. NASDX - Volatility Comparison
Voya Russell Large Cap Growth Index Portfolio (IRLNX) has a higher volatility of 5.15% compared to Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) at 4.86%. This indicates that IRLNX's price experiences larger fluctuations and is considered to be riskier than NASDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.