IRSQX vs. VOO
Compare and contrast key facts about Voya Target Retirement 2050 Fund (IRSQX) and Vanguard S&P 500 ETF (VOO).
IRSQX is managed by Voya. It was launched on Dec 19, 2012. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IRSQX or VOO.
Correlation
The correlation between IRSQX and VOO 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
IRSQX vs. VOO - Performance Comparison
Key characteristics
IRSQX:
1.60
VOO:
1.76
IRSQX:
2.19
VOO:
2.37
IRSQX:
1.29
VOO:
1.32
IRSQX:
0.95
VOO:
2.66
IRSQX:
9.16
VOO:
11.10
IRSQX:
1.96%
VOO:
2.02%
IRSQX:
11.26%
VOO:
12.79%
IRSQX:
-37.07%
VOO:
-33.99%
IRSQX:
-4.19%
VOO:
-2.11%
Returns By Period
In the year-to-date period, IRSQX achieves a 4.68% return, which is significantly higher than VOO's 2.40% return. Over the past 10 years, IRSQX has underperformed VOO with an annualized return of 5.08%, while VOO has yielded a comparatively higher 13.03% annualized return.
IRSQX
4.68%
1.36%
5.41%
15.98%
5.50%
5.08%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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IRSQX vs. VOO - Expense Ratio Comparison
IRSQX has a 0.22% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IRSQX vs. VOO — Risk-Adjusted Performance Rank
IRSQX
VOO
IRSQX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Target Retirement 2050 Fund (IRSQX) and Vanguard S&P 500 ETF (VOO). 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
IRSQX vs. VOO - Dividend Comparison
IRSQX's dividend yield for the trailing twelve months is around 1.85%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRSQX Voya Target Retirement 2050 Fund | 1.85% | 1.93% | 1.89% | 1.96% | 2.94% | 1.42% | 1.50% | 2.13% | 1.98% | 1.63% | 0.14% | 3.56% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
IRSQX vs. VOO - Drawdown Comparison
The maximum IRSQX drawdown since its inception was -37.07%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IRSQX and VOO. For additional features, visit the drawdowns tool.
Volatility
IRSQX vs. VOO - Volatility Comparison
The current volatility for Voya Target Retirement 2050 Fund (IRSQX) is 2.67%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.38%. This indicates that IRSQX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.