ISDIX vs. VTTVX

In the year-to-date period, ISDIX achieves a 3.63% return, which is significantly lower than VTTVX's 4.23% return. Over the past 10 years, ISDIX has outperformed VTTVX with an annualized return of 6.04%, while VTTVX has yielded a comparatively lower 3.55% annualized return.

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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%.

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.

The current ISDIX Sharpe Ratio is 1.15, which is higher than the VTTVX Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of ISDIX and VTTVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ISDIX's dividend yield for the trailing twelve months is around 1.93%, less than VTTVX's 7.33% yield.

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.

Voya Index Solution 2025 Portfolio (ISDIX) and Vanguard Target Retirement 2025 Fund (VTTVX) have volatilities of 1.94% and 1.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.