ISFIX vs. SPY
Compare and contrast key facts about VY Columbia Contrarian Core Portfolio (ISFIX) and State Street SPDR S&P 500 ETF (SPY).
ISFIX is managed by Voya. It was launched on Dec 10, 2001. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Performance
ISFIX vs. SPY - Performance Comparison
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ISFIX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISFIX VY Columbia Contrarian Core Portfolio | -8.41% | 17.39% | 23.33% | 31.94% | -18.25% | 24.31% | 21.81% | 91.56% | -8.72% | 21.97% |
SPY State Street SPDR S&P 500 ETF | -4.37% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, ISFIX achieves a -8.41% return, which is significantly lower than SPY's -4.37% return. Over the past 10 years, ISFIX has outperformed SPY with an annualized return of 17.37%, while SPY has yielded a comparatively lower 13.98% annualized return.
ISFIX
- 1D
- -0.23%
- 1M
- -7.36%
- YTD
- -8.41%
- 6M
- -6.03%
- 1Y
- 12.85%
- 3Y*
- 17.17%
- 5Y*
- 10.68%
- 10Y*
- 17.37%
SPY
- 1D
- 2.91%
- 1M
- -4.94%
- YTD
- -4.37%
- 6M
- -1.82%
- 1Y
- 17.59%
- 3Y*
- 18.19%
- 5Y*
- 11.69%
- 10Y*
- 13.98%
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ISFIX vs. SPY - Expense Ratio Comparison
ISFIX has a 0.73% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
ISFIX vs. SPY — Risk / Return Rank
ISFIX
SPY
ISFIX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VY Columbia Contrarian Core Portfolio (ISFIX) and State Street SPDR S&P 500 ETF (SPY). 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.
| ISFIX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.93 | -0.31 |
Sortino ratioReturn per unit of downside risk | 1.05 | 1.45 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.22 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 1.53 | -1.43 |
Martin ratioReturn relative to average drawdown | 0.35 | 7.30 | -6.95 |
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
| ISFIX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.93 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.69 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.78 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.56 | -0.08 |
Correlation
The correlation between ISFIX and SPY is 0.95, 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
ISFIX vs. SPY - Dividend Comparison
ISFIX's dividend yield for the trailing twelve months is around 8.74%, more than SPY's 1.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISFIX VY Columbia Contrarian Core Portfolio | 8.74% | 8.00% | 2.11% | 43.85% | 20.76% | 11.30% | 2.65% | 77.40% | 13.78% | 6.74% | 13.24% | 13.56% |
SPY State Street SPDR S&P 500 ETF | 1.14% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
ISFIX vs. SPY - Drawdown Comparison
The maximum ISFIX drawdown since its inception was -57.61%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ISFIX and SPY.
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Drawdown Indicators
| ISFIX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.61% | -55.19% | -2.42% |
Max Drawdown (1Y)Largest decline over 1 year | -12.43% | -12.05% | -0.38% |
Max Drawdown (5Y)Largest decline over 5 years | -24.00% | -24.50% | +0.50% |
Max Drawdown (10Y)Largest decline over 10 years | -32.51% | -33.72% | +1.21% |
Current DrawdownCurrent decline from peak | -10.06% | -6.24% | -3.82% |
Average DrawdownAverage peak-to-trough decline | -8.18% | -9.09% | +0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.54% | 2.52% | +3.02% |
Volatility
ISFIX vs. SPY - Volatility Comparison
The current volatility for VY Columbia Contrarian Core Portfolio (ISFIX) is 4.27%, while State Street SPDR S&P 500 ETF (SPY) has a volatility of 5.31%. This indicates that ISFIX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISFIX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.27% | 5.31% | -1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 9.28% | 9.47% | -0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.34% | 19.05% | +1.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.49% | 17.06% | +0.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.92% | 17.92% | +5.00% |