ISQIX vs. FIKFX
ISQIX (Voya Solution 2035 Portfolio) and FIKFX (Fidelity Freedom Index Retirement Fund Investor Class) are both Target Retirement Date funds. Over the past 10 years, ISQIX returned 9.31%/yr vs 4.02%/yr for FIKFX. Their 0.77 correlation means they have sometimes moved together and sometimes differently. ISQIX charges 0.18%/yr vs 0.12%/yr for FIKFX.
Performance
ISQIX vs. FIKFX - Performance Comparison
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Returns By Period
In the year-to-date period, ISQIX achieves a 7.57% return, which is significantly higher than FIKFX's 3.28% return. Over the past 10 years, ISQIX has outperformed FIKFX with an annualized return of 9.31%, while FIKFX has yielded a comparatively lower 4.02% annualized return.
ISQIX
- 1D
- 1.44%
- 1M
- -0.63%
- 6M
- 4.72%
- YTD
- 7.57%
- 1Y
- 16.06%
- 3Y*
- 13.29%
- 5Y*
- 6.92%
- 10Y*
- 9.31%
- ALL TIME*
- 7.30%
FIKFX
- 1D
- 0.56%
- 1M
- -0.35%
- 6M
- 2.29%
- YTD
- 3.28%
- 1Y
- 7.10%
- 3Y*
- 6.88%
- 5Y*
- 2.72%
- 10Y*
- 4.02%
- ALL TIME*
- 3.91%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
ISQIX vs. FIKFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISQIX Voya Solution 2035 Portfolio | 7.57% | 16.44% | 11.99% | 17.94% | -18.18% | 14.39% | 14.69% | 22.12% | -8.08% | 19.83% |
FIKFX Fidelity Freedom Index Retirement Fund Investor Class | 3.28% | 9.23% | 4.96% | 8.28% | -11.09% | 2.79% | 8.54% | 10.59% | -0.76% | 6.66% |
Correlation
The correlation between ISQIX and FIKFX is 0.80, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.77 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Oct 5, 2009 | 0.77 |
The correlation between ISQIX and FIKFX has been stable across timeframes, ranging from 0.72 to 0.80 - a consistent structural relationship.
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Return for Risk
ISQIX vs. FIKFX — Risk / Return Rank
ISQIX
FIKFX
ISQIX vs. FIKFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Solution 2035 Portfolio (ISQIX) and Fidelity Freedom Index Retirement Fund Investor Class (FIKFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ISQIX | FIKFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.32 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.20 | 2.20 | 0.00 |
| Martin ratioReturn relative to average drawdown | 9.84 | 9.13 | +0.71 |
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Drawdowns
ISQIX vs. FIKFX - Drawdown Comparison
The maximum ISQIX drawdown since its inception was -53.42%, which is greater than FIKFX's maximum drawdown of -15.03%. Use the drawdown chart below to compare losses from any high point for ISQIX and FIKFX.
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Drawdown Indicators
| ISQIX | FIKFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.42% | -15.03% | -38.39% |
Max Drawdown (1Y)Largest decline over 1 year | -7.37% | -3.32% | -4.05% |
Max Drawdown (3Y)Largest decline over 3 years | -11.80% | -3.82% | -7.98% |
Max Drawdown (5Y)Largest decline over 5 years | -24.79% | -15.03% | -9.76% |
Max Drawdown (10Y)Largest decline over 10 years | -30.61% | -15.03% | -15.58% |
Current DrawdownCurrent decline from peak | -1.63% | -0.87% | -0.76% |
Average DrawdownAverage peak-to-trough decline | -7.37% | -1.71% | -5.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.59% | 0.80% | +0.79% |
Volatility
ISQIX vs. FIKFX - Volatility Comparison
Voya Solution 2035 Portfolio (ISQIX) has a higher volatility of 2.94% compared to Fidelity Freedom Index Retirement Fund Investor Class (FIKFX) at 1.38%. This indicates that ISQIX's price experiences larger fluctuations and is considered to be riskier than FIKFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISQIX | FIKFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 1.38% | +1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 3.85% | +4.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.21% | 4.44% | +5.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.44% | 5.21% | +7.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.45% | 4.48% | +8.97% |
ISQIX vs. FIKFX - Expense Ratio Comparison
ISQIX has a 0.18% expense ratio, which is higher than FIKFX's 0.12% 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%.
Dividends
ISQIX vs. FIKFX - Dividend Comparison
ISQIX's dividend yield for the trailing twelve months is around 5.38%, more than FIKFX's 3.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKFX Fidelity Freedom Index Retirement Fund Investor Class | 2.88% | 3.40% | 3.13% | 2.85% | 3.06% | 2.04% | 2.18% | 7.27% | 2.94% | 1.89% | 1.65% | 1.39% |
ISQIX Voya Solution 2035 Portfolio | 5.38% | 5.78% | 1.80% | 6.70% | 26.20% | 6.16% | 7.98% | 10.27% | 6.94% | 4.21% | 11.65% | 17.40% |
Frequently Asked Questions
ISQIX and FIKFX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ISQIX has higher volatility (2.94%) compared to FIKFX (1.38%). In terms of maximum drawdown, ISQIX dropped -53.42% vs FIKFX's -15.03%.
FIKFX currently has the higher Sharpe Ratio (1.65 vs 1.59), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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