PortfoliosLab logoPortfoliosLab logo
IRVIX vs. VIHAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IRVIX vs. VIHAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Voya Russell Large Cap Value Index Portfolio (IRVIX) and Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

IRVIX vs. VIHAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IRVIX
Voya Russell Large Cap Value Index Portfolio
-0.72%18.08%14.99%10.26%-5.48%22.95%1.38%25.75%-6.61%13.47%
VIHAX
Vanguard International High Dividend Yield Index Fund Admiral Shares
3.08%38.01%6.96%16.81%-6.88%15.01%-0.73%20.03%-12.38%22.40%

Returns By Period

In the year-to-date period, IRVIX achieves a -0.72% return, which is significantly lower than VIHAX's 3.08% return. Both investments have delivered pretty close results over the past 10 years, with IRVIX having a 10.33% annualized return and VIHAX not far behind at 10.16%.


IRVIX

1D
-0.18%
1M
-6.61%
YTD
-0.72%
6M
4.06%
1Y
12.37%
3Y*
13.83%
5Y*
9.41%
10Y*
10.33%

VIHAX

1D
0.23%
1M
-8.45%
YTD
3.08%
6M
10.44%
1Y
30.03%
3Y*
19.39%
5Y*
12.05%
10Y*
10.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


IRVIX vs. VIHAX - Expense Ratio Comparison

IRVIX has a 0.35% expense ratio, which is higher than VIHAX's 0.22% expense ratio.


Return for Risk

IRVIX vs. VIHAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IRVIX
IRVIX Risk / Return Rank: 3838
Overall Rank
IRVIX Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
IRVIX Sortino Ratio Rank: 4949
Sortino Ratio Rank
IRVIX Omega Ratio Rank: 4646
Omega Ratio Rank
IRVIX Calmar Ratio Rank: 2424
Calmar Ratio Rank
IRVIX Martin Ratio Rank: 2626
Martin Ratio Rank

VIHAX
VIHAX Risk / Return Rank: 9292
Overall Rank
VIHAX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
VIHAX Sortino Ratio Rank: 9191
Sortino Ratio Rank
VIHAX Omega Ratio Rank: 9191
Omega Ratio Rank
VIHAX Calmar Ratio Rank: 9191
Calmar Ratio Rank
VIHAX Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IRVIX vs. VIHAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Voya Russell Large Cap Value Index Portfolio (IRVIX) and Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX). 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.


IRVIXVIHAXDifference

Sharpe ratio

Return per unit of total volatility

0.88

2.07

-1.19

Sortino ratio

Return per unit of downside risk

1.39

2.66

-1.27

Omega ratio

Gain probability vs. loss probability

1.19

1.42

-0.23

Calmar ratio

Return relative to maximum drawdown

0.70

2.61

-1.91

Martin ratio

Return relative to average drawdown

2.83

10.91

-8.09

IRVIX vs. VIHAX - Sharpe Ratio Comparison

The current IRVIX Sharpe Ratio is 0.88, which is lower than the VIHAX Sharpe Ratio of 2.07. The chart below compares the historical Sharpe Ratios of IRVIX and VIHAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


IRVIXVIHAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.88

2.07

-1.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.68

0.89

-0.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.62

0.64

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.68

0.64

+0.04

Correlation

The correlation between IRVIX and VIHAX is 0.74, 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

IRVIX vs. VIHAX - Dividend Comparison

IRVIX's dividend yield for the trailing twelve months is around 30.10%, more than VIHAX's 3.71% yield.


TTM20252024202320222021202020192018201720162015
IRVIX
Voya Russell Large Cap Value Index Portfolio
30.10%29.89%3.60%2.01%1.36%1.94%3.78%5.91%6.32%1.94%2.90%3.11%
VIHAX
Vanguard International High Dividend Yield Index Fund Admiral Shares
3.71%3.69%4.85%4.58%4.70%4.30%3.22%5.63%4.28%3.16%2.37%0.00%

Drawdowns

IRVIX vs. VIHAX - Drawdown Comparison

The maximum IRVIX drawdown since its inception was -35.67%, smaller than the maximum VIHAX drawdown of -38.80%. Use the drawdown chart below to compare losses from any high point for IRVIX and VIHAX.


Loading graphics...

Drawdown Indicators


IRVIXVIHAXDifference

Max Drawdown

Largest peak-to-trough decline

-35.67%

-38.80%

+3.13%

Max Drawdown (1Y)

Largest decline over 1 year

-11.04%

-10.66%

-0.38%

Max Drawdown (5Y)

Largest decline over 5 years

-18.37%

-23.92%

+5.55%

Max Drawdown (10Y)

Largest decline over 10 years

-35.67%

-38.80%

+3.13%

Current Drawdown

Current decline from peak

-6.64%

-8.73%

+2.09%

Average Drawdown

Average peak-to-trough decline

-3.86%

-6.09%

+2.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.30%

2.57%

+0.73%

Volatility

IRVIX vs. VIHAX - Volatility Comparison

The current volatility for Voya Russell Large Cap Value Index Portfolio (IRVIX) is 3.31%, while Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX) has a volatility of 5.68%. This indicates that IRVIX experiences smaller price fluctuations and is considered to be less risky than VIHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


IRVIXVIHAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.31%

5.68%

-2.37%

Volatility (6M)

Calculated over the trailing 6-month period

7.51%

8.82%

-1.31%

Volatility (1Y)

Calculated over the trailing 1-year period

16.09%

14.15%

+1.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.14%

13.65%

+0.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.81%

15.91%

+0.90%