ISDIX vs. VTTVX
Compare and contrast key facts about Voya Index Solution 2025 Portfolio (ISDIX) and Vanguard Target Retirement 2025 Fund (VTTVX).
ISDIX is managed by Voya. It was launched on Mar 9, 2008. VTTVX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISDIX or VTTVX.
Correlation
The correlation between ISDIX and VTTVX 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
ISDIX vs. VTTVX - Performance Comparison
Key characteristics
ISDIX:
1.47
VTTVX:
0.79
ISDIX:
2.08
VTTVX:
1.02
ISDIX:
1.27
VTTVX:
1.17
ISDIX:
0.56
VTTVX:
0.38
ISDIX:
7.25
VTTVX:
2.80
ISDIX:
1.37%
VTTVX:
2.39%
ISDIX:
6.69%
VTTVX:
8.37%
ISDIX:
-37.92%
VTTVX:
-46.03%
ISDIX:
-8.42%
VTTVX:
-11.18%
Returns By Period
In the year-to-date period, ISDIX achieves a 1.99% return, which is significantly lower than VTTVX's 2.94% return. Over the past 10 years, ISDIX has underperformed VTTVX with an annualized return of 1.43%, while VTTVX has yielded a comparatively higher 3.57% annualized return.
ISDIX
1.99%
2.74%
3.02%
10.48%
1.19%
1.43%
VTTVX
2.94%
3.78%
-0.09%
7.10%
1.13%
3.57%
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ISDIX vs. VTTVX - Expense Ratio Comparison
ISDIX has a 0.20% expense ratio, which is higher than VTTVX's 0.08% 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
ISDIX vs. VTTVX — Risk-Adjusted Performance Rank
ISDIX
VTTVX
ISDIX vs. VTTVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Index Solution 2025 Portfolio (ISDIX) and Vanguard Target Retirement 2025 Fund (VTTVX). 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
ISDIX vs. VTTVX - Dividend Comparison
ISDIX's dividend yield for the trailing twelve months is around 1.96%, less than VTTVX's 2.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISDIX Voya Index Solution 2025 Portfolio | 1.96% | 1.99% | 2.27% | 2.87% | 2.16% | 1.89% | 1.91% | 1.88% | 1.69% | 2.64% | 2.14% | 2.08% |
VTTVX Vanguard Target Retirement 2025 Fund | 2.87% | 2.96% | 2.75% | 2.21% | 2.16% | 1.65% | 2.37% | 2.55% | 1.99% | 2.00% | 2.19% | 1.95% |
Drawdowns
ISDIX vs. VTTVX - Drawdown Comparison
The maximum ISDIX drawdown since its inception was -37.92%, smaller than the maximum VTTVX drawdown of -46.03%. Use the drawdown chart below to compare losses from any high point for ISDIX and VTTVX. For additional features, visit the drawdowns tool.
Volatility
ISDIX vs. VTTVX - Volatility Comparison
The current volatility for Voya Index Solution 2025 Portfolio (ISDIX) is 1.79%, while Vanguard Target Retirement 2025 Fund (VTTVX) has a volatility of 1.97%. This indicates that ISDIX experiences smaller price fluctuations and is considered to be less risky than VTTVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.