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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISNGX or DGRO.
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.
Performance
ISNGX vs. DGRO - Performance Comparison
Key characteristics
ISNGX:
1.82
DGRO:
1.95
ISNGX:
2.60
DGRO:
2.76
ISNGX:
1.35
DGRO:
1.35
ISNGX:
3.27
DGRO:
3.06
ISNGX:
9.73
DGRO:
9.32
ISNGX:
1.45%
DGRO:
2.08%
ISNGX:
7.73%
DGRO:
9.94%
ISNGX:
-27.75%
DGRO:
-35.10%
ISNGX:
0.00%
DGRO:
-1.15%
Returns By Period
In the year-to-date period, ISNGX achieves a 3.54% return, which is significantly lower than DGRO's 4.03% return. Over the past 10 years, ISNGX has underperformed DGRO with an annualized return of 6.90%, while DGRO has yielded a comparatively higher 11.74% annualized return.
ISNGX
3.54%
2.86%
5.23%
12.60%
6.59%
6.90%
DGRO
4.03%
2.95%
6.67%
17.45%
10.86%
11.74%
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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%.
Risk-Adjusted Performance
ISNGX vs. DGRO — Risk-Adjusted Performance Rank
ISNGX
DGRO
ISNGX vs. DGRO - Risk-Adjusted Performance 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.
Dividends
ISNGX vs. DGRO - Dividend Comparison
ISNGX's dividend yield for the trailing twelve months is around 1.87%, less than DGRO's 2.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISNGX Voya Solution 2030 Portfolio | 1.87% | 1.93% | 2.90% | 5.60% | 1.78% | 1.72% | 2.01% | 2.06% | 0.88% | 0.34% | 1.78% | 0.71% |
DGRO iShares Core Dividend Growth ETF | 2.17% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
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. For additional features, visit the drawdowns tool.
Volatility
ISNGX vs. DGRO - Volatility Comparison
The current volatility for Voya Solution 2030 Portfolio (ISNGX) is 2.00%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 2.52%. This indicates that ISNGX experiences smaller price fluctuations and is considered to be less risky than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.