VTIUX vs. SPY

In the year-to-date period, VTIUX achieves a 3.43% return, which is significantly higher than SPY's -0.89% return.

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VTIUX has a 0.23% expense ratio, which is higher than SPY's 0.09% 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%.

This table presents a comparison of risk-adjusted performance metrics for Voya Target Retirement 2065 Fund (VTIUX) and SPDR S&P 500 ETF (SPY). 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.

The current VTIUX Sharpe Ratio is 0.54, which is comparable to the SPY Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of VTIUX and SPY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VTIUX's dividend yield for the trailing twelve months is around 3.09%, more than SPY's 1.24% yield.

The maximum VTIUX drawdown since its inception was -36.39%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VTIUX and SPY.

The current volatility for Voya Target Retirement 2065 Fund (VTIUX) is 3.36%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.45%. This indicates that VTIUX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.