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.
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.
Performance
ISRIX vs. VOO - Performance Comparison
Key characteristics
ISRIX:
1.66
VOO:
1.92
ISRIX:
2.28
VOO:
2.58
ISRIX:
1.30
VOO:
1.35
ISRIX:
0.70
VOO:
2.88
ISRIX:
9.46
VOO:
12.03
ISRIX:
1.90%
VOO:
2.02%
ISRIX:
10.83%
VOO:
12.69%
ISRIX:
-56.44%
VOO:
-33.99%
ISRIX:
-11.99%
VOO:
0.00%
Returns By Period
In the year-to-date period, ISRIX achieves a 5.26% return, which is significantly higher than VOO's 4.36% return. Over the past 10 years, ISRIX has underperformed VOO with an annualized return of -0.05%, while VOO has yielded a comparatively higher 13.28% annualized return.
ISRIX
5.26%
3.35%
7.14%
17.35%
1.33%
-0.05%
VOO
4.36%
2.34%
10.20%
24.11%
14.50%
13.28%
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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.
Dividends
ISRIX vs. VOO - Dividend Comparison
ISRIX's dividend yield for the trailing twelve months is around 1.46%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISRIX Voya Solution 2045 Portfolio | 1.46% | 1.53% | 3.43% | 5.74% | 1.82% | 1.73% | 2.25% | 2.02% | 1.26% | 2.03% | 3.99% | 2.14% |
VOO Vanguard S&P 500 ETF | 1.19% | 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. For additional features, visit the drawdowns tool.
Volatility
ISRIX vs. VOO - Volatility Comparison
The current volatility for Voya Solution 2045 Portfolio (ISRIX) is 2.75%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.12%. 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.