IVGTX vs. INGIX
Compare and contrast key facts about VY Morgan Stanley Global Franchise Portfolio (IVGTX) and Voya U.S. Stock Index Portfolio (INGIX).
IVGTX is managed by Voya. It was launched on Apr 30, 2002. INGIX is managed by Voya. It was launched on May 3, 2004.
Performance
IVGTX vs. INGIX - Performance Comparison
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IVGTX vs. INGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVGTX VY Morgan Stanley Global Franchise Portfolio | -13.51% | 0.16% | 8.63% | 16.01% | -17.63% | 21.67% | 13.17% | 29.34% | -2.81% | 25.90% |
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, IVGTX achieves a -13.51% return, which is significantly lower than INGIX's -7.12% return. Over the past 10 years, IVGTX has underperformed INGIX with an annualized return of 7.12%, while INGIX has yielded a comparatively higher 13.30% annualized return.
IVGTX
- 1D
- 1.05%
- 1M
- -9.26%
- YTD
- -13.51%
- 6M
- -16.52%
- 1Y
- -15.96%
- 3Y*
- 0.93%
- 5Y*
- 1.58%
- 10Y*
- 7.12%
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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IVGTX vs. INGIX - Expense Ratio Comparison
IVGTX has a 1.20% expense ratio, which is higher than INGIX's 0.27% expense ratio.
Return for Risk
IVGTX vs. INGIX — Risk / Return Rank
IVGTX
INGIX
IVGTX vs. INGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VY Morgan Stanley Global Franchise Portfolio (IVGTX) 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.
| IVGTX | INGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.14 | 0.65 | -1.79 |
Sortino ratioReturn per unit of downside risk | -1.68 | 1.10 | -2.78 |
Omega ratioGain probability vs. loss probability | 0.80 | 1.16 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | -0.94 | 0.13 | -1.07 |
Martin ratioReturn relative to average drawdown | -2.59 | 0.50 | -3.09 |
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
| IVGTX | INGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.14 | 0.65 | -1.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.65 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.74 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.43 | +0.09 |
Correlation
The correlation between IVGTX and INGIX is 0.76, 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
IVGTX vs. INGIX - Dividend Comparison
IVGTX's dividend yield for the trailing twelve months is around 49.48%, more than INGIX's 11.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVGTX VY Morgan Stanley Global Franchise Portfolio | 49.48% | 42.80% | 10.28% | 8.24% | 10.69% | 8.69% | 8.32% | 11.20% | 17.80% | 7.06% | 10.12% | 14.63% |
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
IVGTX vs. INGIX - Drawdown Comparison
The maximum IVGTX drawdown since its inception was -44.75%, smaller than the maximum INGIX drawdown of -55.38%. Use the drawdown chart below to compare losses from any high point for IVGTX and INGIX.
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Drawdown Indicators
| IVGTX | INGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.75% | -55.38% | +10.63% |
Max Drawdown (1Y)Largest decline over 1 year | -20.45% | -12.10% | -8.35% |
Max Drawdown (5Y)Largest decline over 5 years | -26.27% | -24.69% | -1.58% |
Max Drawdown (10Y)Largest decline over 10 years | -30.16% | -33.84% | +3.68% |
Current DrawdownCurrent decline from peak | -19.61% | -9.53% | -10.08% |
Average DrawdownAverage peak-to-trough decline | -5.72% | -8.22% | +2.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.41% | 4.99% | +2.42% |
Volatility
IVGTX vs. INGIX - Volatility Comparison
The current volatility for VY Morgan Stanley Global Franchise Portfolio (IVGTX) is 4.05%, while Voya U.S. Stock Index Portfolio (INGIX) has a volatility of 4.27%. This indicates that IVGTX 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
| IVGTX | INGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.05% | 4.27% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 8.92% | 9.13% | -0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 19.76% | -3.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.06% | 17.23% | -1.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.45% | 18.21% | -1.76% |