Correlation
The correlation between ISRIX and VOO is 0.96, 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.
ISRIX vs. VOO
Compare and contrast key facts about Voya Solution 2045 Portfolio (ISRIX) and Vanguard S&P 500 ETF (VOO).
ISRIX is managed by Voya. It was launched on Apr 28, 2005. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISRIX or VOO.
Performance
ISRIX vs. VOO - Performance Comparison
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Key characteristics
ISRIX:
0.79
VOO:
0.74
ISRIX:
1.08
VOO:
1.04
ISRIX:
1.16
VOO:
1.15
ISRIX:
0.44
VOO:
0.68
ISRIX:
3.19
VOO:
2.58
ISRIX:
3.48%
VOO:
4.93%
ISRIX:
15.88%
VOO:
19.54%
ISRIX:
-56.44%
VOO:
-33.99%
ISRIX:
-12.46%
VOO:
-3.55%
Returns By Period
In the year-to-date period, ISRIX achieves a 4.71% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, ISRIX has underperformed VOO with an annualized return of -0.21%, while VOO has yielded a comparatively higher 12.81% annualized return.
ISRIX
4.71%
4.71%
1.52%
11.64%
1.85%
3.59%
-0.21%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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ISRIX vs. VOO - Expense Ratio Comparison
ISRIX has a 0.17% expense ratio, which is higher than VOO's 0.03% 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. VOO — Risk-Adjusted Performance Rank
ISRIX
VOO
ISRIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Solution 2045 Portfolio (ISRIX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
ISRIX vs. VOO - Dividend Comparison
ISRIX's dividend yield for the trailing twelve months is around 1.46%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISRIX Voya Solution 2045 Portfolio | 1.46% | 1.53% | 8.18% | 28.81% | 9.06% | 7.37% | 11.49% | 7.75% | 3.80% | 11.39% | 21.71% | 13.20% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
ISRIX vs. VOO - Drawdown Comparison
The maximum ISRIX drawdown since its inception was -56.44%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ISRIX and VOO.
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Volatility
ISRIX vs. VOO - Volatility Comparison
The current volatility for Voya Solution 2045 Portfolio (ISRIX) is 3.61%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that ISRIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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