ISWIX vs. FRAMX
Compare and contrast key facts about Voya Solution Income Portfolio (ISWIX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX).
ISWIX is managed by Voya. It was launched on Apr 28, 2005. FRAMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
ISWIX vs. FRAMX - Performance Comparison
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ISWIX vs. FRAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISWIX Voya Solution Income Portfolio | -2.04% | 11.26% | 6.47% | 10.89% | -14.74% | 6.70% | 12.19% | 13.37% | -2.80% | 9.66% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | -0.57% | 9.55% | 4.04% | 7.80% | -11.87% | 2.52% | 8.30% | 10.28% | -2.05% | 6.82% |
Returns By Period
In the year-to-date period, ISWIX achieves a -2.04% return, which is significantly lower than FRAMX's -0.57% return. Over the past 10 years, ISWIX has outperformed FRAMX with an annualized return of 5.05%, while FRAMX has yielded a comparatively lower 3.65% annualized return.
ISWIX
- 1D
- -0.27%
- 1M
- -4.34%
- YTD
- -2.04%
- 6M
- -0.45%
- 1Y
- 7.45%
- 3Y*
- 7.15%
- 5Y*
- 3.04%
- 10Y*
- 5.05%
FRAMX
- 1D
- 0.26%
- 1M
- -3.20%
- YTD
- -0.57%
- 6M
- 0.62%
- 1Y
- 6.78%
- 3Y*
- 5.66%
- 5Y*
- 2.13%
- 10Y*
- 3.65%
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ISWIX vs. FRAMX - Expense Ratio Comparison
ISWIX has a 0.25% expense ratio, which is lower than FRAMX's 0.70% expense ratio.
Return for Risk
ISWIX vs. FRAMX — Risk / Return Rank
ISWIX
FRAMX
ISWIX vs. FRAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Solution Income Portfolio (ISWIX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX). 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.
| ISWIX | FRAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.50 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.81 | 2.09 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.30 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 2.00 | -0.82 |
Martin ratioReturn relative to average drawdown | 5.18 | 8.06 | -2.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ISWIX | FRAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.50 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.41 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.82 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.49 | +0.22 |
Correlation
The correlation between ISWIX and FRAMX is 0.91, 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.
Dividends
ISWIX vs. FRAMX - Dividend Comparison
ISWIX's dividend yield for the trailing twelve months is around 3.93%, more than FRAMX's 2.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISWIX Voya Solution Income Portfolio | 3.93% | 3.85% | 2.99% | 4.17% | 17.41% | 6.86% | 2.76% | 5.10% | 5.54% | 2.79% | 2.38% | 6.99% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 2.91% | 2.77% | 2.77% | 2.58% | 4.26% | 3.31% | 2.23% | 2.37% | 4.40% | 8.26% | 1.42% | 1.42% |
Drawdowns
ISWIX vs. FRAMX - Drawdown Comparison
The maximum ISWIX drawdown since its inception was -27.14%, smaller than the maximum FRAMX drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for ISWIX and FRAMX.
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Drawdown Indicators
| ISWIX | FRAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.14% | -33.94% | +6.80% |
Max Drawdown (1Y)Largest decline over 1 year | -4.76% | -3.45% | -1.31% |
Max Drawdown (5Y)Largest decline over 5 years | -18.78% | -16.31% | -2.47% |
Max Drawdown (10Y)Largest decline over 10 years | -18.78% | -16.31% | -2.47% |
Current DrawdownCurrent decline from peak | -4.42% | -3.20% | -1.22% |
Average DrawdownAverage peak-to-trough decline | -3.05% | -3.87% | +0.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.19% | 0.86% | +0.33% |
Volatility
ISWIX vs. FRAMX - Volatility Comparison
The current volatility for Voya Solution Income Portfolio (ISWIX) is 1.78%, while Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX) has a volatility of 1.96%. This indicates that ISWIX experiences smaller price fluctuations and is considered to be less risky than FRAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISWIX | FRAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.78% | 1.96% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 3.65% | 2.86% | +0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.68% | 4.59% | +2.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.88% | 5.21% | +1.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.51% | 4.47% | +2.04% |