IRONX vs. WFSPX
Compare and contrast key facts about Ironclad Managed Risk Fund (IRONX) and iShares S&P 500 Index Fund (WFSPX).
IRONX is managed by BlackRock. It was launched on Oct 14, 2010. WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993.
Performance
IRONX vs. WFSPX - Performance Comparison
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IRONX vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IRONX Ironclad Managed Risk Fund | -3.04% | 10.57% | 14.78% | 10.61% | 0.26% | 13.24% | 5.91% | 458.33% | 1.99% | 3.33% |
WFSPX iShares S&P 500 Index Fund | -4.63% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Returns By Period
In the year-to-date period, IRONX achieves a -3.04% return, which is significantly higher than WFSPX's -4.63% return. Over the past 10 years, IRONX has outperformed WFSPX with an annualized return of 25.89%, while WFSPX has yielded a comparatively lower 13.92% annualized return.
IRONX
- 1D
- 1.40%
- 1M
- -3.19%
- YTD
- -3.04%
- 6M
- -2.40%
- 1Y
- 8.36%
- 3Y*
- 9.96%
- 5Y*
- 8.52%
- 10Y*
- 25.89%
WFSPX
- 1D
- 2.62%
- 1M
- -5.31%
- YTD
- -4.63%
- 6M
- -2.47%
- 1Y
- 16.96%
- 3Y*
- 18.15%
- 5Y*
- 11.69%
- 10Y*
- 13.92%
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IRONX vs. WFSPX - Expense Ratio Comparison
IRONX has a 1.25% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
IRONX vs. WFSPX — Risk / Return Rank
IRONX
WFSPX
IRONX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ironclad Managed Risk Fund (IRONX) and iShares S&P 500 Index Fund (WFSPX). 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.
| IRONX | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.96 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.13 | 1.47 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.22 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 1.49 | -0.45 |
Martin ratioReturn relative to average drawdown | 4.51 | 7.15 | -2.65 |
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
| IRONX | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.96 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | 0.70 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.78 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.13 | +0.43 |
Correlation
The correlation between IRONX and WFSPX is 0.85, 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
IRONX vs. WFSPX - Dividend Comparison
IRONX's dividend yield for the trailing twelve months is around 0.06%, less than WFSPX's 1.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRONX Ironclad Managed Risk Fund | 0.06% | 0.06% | 0.19% | 5.17% | 2.97% | 13.84% | 4.16% | 121.75% | 8.85% | 9.93% | 1.42% | 0.38% |
WFSPX iShares S&P 500 Index Fund | 1.54% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Drawdowns
IRONX vs. WFSPX - Drawdown Comparison
The maximum IRONX drawdown since its inception was -13.71%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for IRONX and WFSPX.
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Drawdown Indicators
| IRONX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.71% | -58.21% | +44.50% |
Max Drawdown (1Y)Largest decline over 1 year | -8.63% | -12.11% | +3.48% |
Max Drawdown (5Y)Largest decline over 5 years | -11.68% | -24.51% | +12.83% |
Max Drawdown (10Y)Largest decline over 10 years | -13.71% | -33.74% | +20.03% |
Current DrawdownCurrent decline from peak | -4.60% | -6.51% | +1.91% |
Average DrawdownAverage peak-to-trough decline | -1.79% | -12.84% | +11.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 2.53% | -0.54% |
Volatility
IRONX vs. WFSPX - Volatility Comparison
The current volatility for Ironclad Managed Risk Fund (IRONX) is 3.05%, while iShares S&P 500 Index Fund (WFSPX) has a volatility of 5.17%. This indicates that IRONX experiences smaller price fluctuations and is considered to be less risky than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IRONX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.05% | 5.17% | -2.12% |
Volatility (6M)Calculated over the trailing 6-month period | 6.55% | 9.44% | -2.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.68% | 18.21% | -6.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.42% | 16.88% | -7.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.74% | 18.00% | +22.74% |