ISNGX vs. DGRO
Compare and contrast key facts about Voya Solution 2030 Portfolio (ISNGX) and iShares Core Dividend Growth ETF (DGRO).
ISNGX is managed by Voya. It was launched on Oct 2, 2011. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014.
Performance
ISNGX vs. DGRO - Performance Comparison
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ISNGX vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISNGX Voya Solution 2030 Portfolio | -1.53% | 14.59% | 10.56% | 15.86% | -17.50% | 12.81% | 14.64% | 20.59% | -6.96% | 17.87% |
DGRO iShares Core Dividend Growth ETF | 1.60% | 15.69% | 16.62% | 10.47% | -7.91% | 26.64% | 9.50% | 29.87% | -2.38% | 23.00% |
Returns By Period
In the year-to-date period, ISNGX achieves a -1.53% return, which is significantly lower than DGRO's 1.60% return. Over the past 10 years, ISNGX has underperformed DGRO with an annualized return of 8.05%, while DGRO has yielded a comparatively higher 12.81% annualized return.
ISNGX
- 1D
- 1.90%
- 1M
- -4.06%
- YTD
- -1.53%
- 6M
- 0.25%
- 1Y
- 12.01%
- 3Y*
- 10.91%
- 5Y*
- 5.23%
- 10Y*
- 8.05%
DGRO
- 1D
- 0.03%
- 1M
- -4.46%
- YTD
- 1.60%
- 6M
- 3.88%
- 1Y
- 16.44%
- 3Y*
- 14.60%
- 5Y*
- 10.14%
- 10Y*
- 12.81%
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ISNGX vs. DGRO - Expense Ratio Comparison
ISNGX has a 0.20% expense ratio, which is higher than DGRO'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%.
Return for Risk
ISNGX vs. DGRO — Risk / Return Rank
ISNGX
DGRO
ISNGX vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Solution 2030 Portfolio (ISNGX) and iShares Core Dividend Growth ETF (DGRO). 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.
| ISNGX | DGRO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 1.14 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.66 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.25 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 1.48 | -0.18 |
Martin ratioReturn relative to average drawdown | 6.03 | 6.80 | -0.77 |
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
| ISNGX | DGRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 1.14 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.74 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.77 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.73 | +0.04 |
Correlation
The correlation between ISNGX and DGRO is 0.87, 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
ISNGX vs. DGRO - Dividend Comparison
ISNGX's dividend yield for the trailing twelve months is around 4.73%, more than DGRO's 2.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISNGX Voya Solution 2030 Portfolio | 4.73% | 4.66% | 1.93% | 4.47% | 24.73% | 2.71% | 5.51% | 7.92% | 8.00% | 2.37% | 0.77% | 5.93% |
DGRO iShares Core Dividend Growth ETF | 2.10% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
Drawdowns
ISNGX vs. DGRO - Drawdown Comparison
The maximum ISNGX drawdown since its inception was -27.75%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for ISNGX and DGRO.
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Drawdown Indicators
| ISNGX | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.75% | -35.10% | +7.35% |
Max Drawdown (1Y)Largest decline over 1 year | -7.54% | -10.92% | +3.38% |
Max Drawdown (5Y)Largest decline over 5 years | -23.30% | -19.31% | -3.99% |
Max Drawdown (10Y)Largest decline over 10 years | -27.75% | -35.10% | +7.35% |
Current DrawdownCurrent decline from peak | -4.74% | -4.70% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -3.76% | -3.48% | -0.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 2.37% | -0.51% |
Volatility
ISNGX vs. DGRO - Volatility Comparison
Voya Solution 2030 Portfolio (ISNGX) and iShares Core Dividend Growth ETF (DGRO) have volatilities of 3.42% and 3.57%, 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.
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Volatility by Period
| ISNGX | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.42% | 3.57% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 5.93% | 7.21% | -1.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.63% | 14.47% | -3.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.80% | 13.84% | -3.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.95% | 16.63% | -4.68% |