ISRIX vs. FDFIX
Compare and contrast key facts about Voya Solution 2045 Portfolio (ISRIX) and Fidelity Flex 500 Index Fund (FDFIX).
ISRIX is managed by Voya. It was launched on Apr 28, 2005. FDFIX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISRIX or FDFIX.
Correlation
The correlation between ISRIX and FDFIX 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.
Performance
ISRIX vs. FDFIX - Performance Comparison
Key characteristics
ISRIX:
1.54
FDFIX:
1.79
ISRIX:
2.12
FDFIX:
2.42
ISRIX:
1.28
FDFIX:
1.33
ISRIX:
0.64
FDFIX:
2.74
ISRIX:
8.81
FDFIX:
11.33
ISRIX:
1.90%
FDFIX:
2.04%
ISRIX:
10.89%
FDFIX:
12.91%
ISRIX:
-56.44%
FDFIX:
-33.77%
ISRIX:
-13.08%
FDFIX:
-0.84%
Returns By Period
In the year-to-date period, ISRIX achieves a 3.97% return, which is significantly higher than FDFIX's 3.23% return.
ISRIX
3.97%
4.74%
10.18%
16.03%
0.99%
-0.09%
FDFIX
3.23%
4.14%
14.23%
22.35%
14.24%
N/A
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ISRIX vs. FDFIX - Expense Ratio Comparison
ISRIX has a 0.17% expense ratio, which is higher than FDFIX's 0.00% 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
ISRIX vs. FDFIX — Risk-Adjusted Performance Rank
ISRIX
FDFIX
ISRIX vs. FDFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Solution 2045 Portfolio (ISRIX) and Fidelity Flex 500 Index Fund (FDFIX). 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
ISRIX vs. FDFIX - Dividend Comparison
ISRIX's dividend yield for the trailing twelve months is around 1.47%, more than FDFIX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISRIX Voya Solution 2045 Portfolio | 1.47% | 1.53% | 3.43% | 5.74% | 1.82% | 1.73% | 2.25% | 2.02% | 1.26% | 2.03% | 3.99% | 2.14% |
FDFIX Fidelity Flex 500 Index Fund | 1.22% | 1.26% | 1.48% | 1.70% | 1.18% | 1.52% | 1.78% | 1.81% | 0.85% | 0.00% | 0.00% | 0.00% |
Drawdowns
ISRIX vs. FDFIX - Drawdown Comparison
The maximum ISRIX drawdown since its inception was -56.44%, which is greater than FDFIX's maximum drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for ISRIX and FDFIX. For additional features, visit the drawdowns tool.
Volatility
ISRIX vs. FDFIX - Volatility Comparison
The current volatility for Voya Solution 2045 Portfolio (ISRIX) is 3.21%, while Fidelity Flex 500 Index Fund (FDFIX) has a volatility of 3.89%. This indicates that ISRIX experiences smaller price fluctuations and is considered to be less risky than FDFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.