IUAIX vs. INGIX
Compare and contrast key facts about VY Invesco Equity and Income Portfolio (IUAIX) and Voya U.S. Stock Index Portfolio (INGIX).
IUAIX is managed by Voya. It was launched on Dec 9, 2001. INGIX is managed by Voya. It was launched on May 3, 2004.
Performance
IUAIX vs. INGIX - Performance Comparison
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IUAIX vs. INGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUAIX VY Invesco Equity and Income Portfolio | -1.16% | 10.78% | 11.87% | 10.24% | -7.48% | 18.85% | 9.99% | 20.06% | -9.44% | 10.92% |
INGIX Voya U.S. Stock Index Portfolio | -7.12% | 15.88% | 24.71% | 26.04% | -18.40% | 28.33% | 18.07% | 31.15% | -4.62% | 21.49% |
Returns By Period
In the year-to-date period, IUAIX achieves a -1.16% return, which is significantly higher than INGIX's -7.12% return. Over the past 10 years, IUAIX has underperformed INGIX with an annualized return of 8.61%, while INGIX has yielded a comparatively higher 13.30% annualized return.
IUAIX
- 1D
- -0.33%
- 1M
- -5.32%
- YTD
- -1.16%
- 6M
- 0.67%
- 1Y
- 9.42%
- 3Y*
- 10.38%
- 5Y*
- 6.40%
- 10Y*
- 8.61%
INGIX
- 1D
- -0.41%
- 1M
- -7.69%
- YTD
- -7.12%
- 6M
- -6.05%
- 1Y
- 12.51%
- 3Y*
- 16.35%
- 5Y*
- 10.80%
- 10Y*
- 13.30%
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IUAIX vs. INGIX - Expense Ratio Comparison
IUAIX has a 0.64% expense ratio, which is higher than INGIX's 0.27% expense ratio.
Return for Risk
IUAIX vs. INGIX — Risk / Return Rank
IUAIX
INGIX
IUAIX vs. INGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VY Invesco Equity and Income Portfolio (IUAIX) and Voya U.S. Stock Index Portfolio (INGIX). 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.
| IUAIX | INGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.65 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.10 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.16 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.42 | 0.13 | +0.29 |
Martin ratioReturn relative to average drawdown | 1.54 | 0.50 | +1.03 |
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
| IUAIX | INGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.65 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.65 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.74 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.43 | +0.05 |
Correlation
The correlation between IUAIX and INGIX is 0.84, 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
IUAIX vs. INGIX - Dividend Comparison
IUAIX's dividend yield for the trailing twelve months is around 38.01%, more than INGIX's 11.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUAIX VY Invesco Equity and Income Portfolio | 38.01% | 37.57% | 10.65% | 7.88% | 18.93% | 2.55% | 5.81% | 7.37% | 9.59% | 4.57% | 6.14% | 11.24% |
INGIX Voya U.S. Stock Index Portfolio | 11.48% | 10.66% | 9.12% | 11.02% | 12.95% | 10.29% | 5.21% | 6.82% | 8.29% | 6.30% | 7.74% | 11.51% |
Drawdowns
IUAIX vs. INGIX - Drawdown Comparison
The maximum IUAIX drawdown since its inception was -39.25%, smaller than the maximum INGIX drawdown of -55.38%. Use the drawdown chart below to compare losses from any high point for IUAIX and INGIX.
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Drawdown Indicators
| IUAIX | INGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.25% | -55.38% | +16.13% |
Max Drawdown (1Y)Largest decline over 1 year | -8.76% | -12.10% | +3.34% |
Max Drawdown (5Y)Largest decline over 5 years | -16.56% | -24.69% | +8.13% |
Max Drawdown (10Y)Largest decline over 10 years | -29.60% | -33.84% | +4.24% |
Current DrawdownCurrent decline from peak | -5.53% | -9.53% | +4.00% |
Average DrawdownAverage peak-to-trough decline | -5.63% | -8.22% | +2.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 4.99% | -1.64% |
Volatility
IUAIX vs. INGIX - Volatility Comparison
The current volatility for VY Invesco Equity and Income Portfolio (IUAIX) is 2.91%, while Voya U.S. Stock Index Portfolio (INGIX) has a volatility of 4.27%. This indicates that IUAIX experiences smaller price fluctuations and is considered to be less risky than INGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUAIX | INGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.91% | 4.27% | -1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 6.29% | 9.13% | -2.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.78% | 19.76% | -6.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.47% | 17.23% | -5.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.83% | 18.21% | -5.38% |