Correlation
The correlation between VRSAX and VOO is 0.95, 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.
VRSAX vs. VOO
Compare and contrast key facts about Voya Target Retirement 2060 Fund (VRSAX) and Vanguard S&P 500 ETF (VOO).
VRSAX is managed by Voya. It was launched on Dec 20, 2015. 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: VRSAX or VOO.
Performance
VRSAX vs. VOO - Performance Comparison
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Key characteristics
VRSAX:
0.74
VOO:
0.74
VRSAX:
1.04
VOO:
1.04
VRSAX:
1.15
VOO:
1.15
VRSAX:
0.55
VOO:
0.68
VRSAX:
3.06
VOO:
2.58
VRSAX:
3.70%
VOO:
4.93%
VRSAX:
17.17%
VOO:
19.54%
VRSAX:
-37.81%
VOO:
-33.99%
VRSAX:
-6.09%
VOO:
-3.55%
Returns By Period
In the year-to-date period, VRSAX achieves a 4.48% return, which is significantly higher than VOO's 0.90% return.
VRSAX
4.48%
5.18%
1.23%
11.69%
8.86%
7.42%
N/A
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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VRSAX vs. VOO - Expense Ratio Comparison
VRSAX has a 0.19% 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
VRSAX vs. VOO — Risk-Adjusted Performance Rank
VRSAX
VOO
VRSAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Target Retirement 2060 Fund (VRSAX) 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
VRSAX vs. VOO - Dividend Comparison
VRSAX's dividend yield for the trailing twelve months is around 1.81%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRSAX Voya Target Retirement 2060 Fund | 1.81% | 1.89% | 1.86% | 7.73% | 21.57% | 2.26% | 5.71% | 9.81% | 6.15% | 1.57% | 0.13% | 0.00% |
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
VRSAX vs. VOO - Drawdown Comparison
The maximum VRSAX drawdown since its inception was -37.81%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VRSAX and VOO.
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Volatility
VRSAX vs. VOO - Volatility Comparison
The current volatility for Voya Target Retirement 2060 Fund (VRSAX) is 3.85%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that VRSAX 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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