VYCAX vs. IYY
Compare and contrast key facts about Voya Corporate Leaders 100 Fund Class A (VYCAX) and iShares Dow Jones U.S. ETF (IYY).
VYCAX is managed by Voya. It was launched on Jun 30, 2008. IYY is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Index. It was launched on Jun 12, 2000.
Performance
VYCAX vs. IYY - Performance Comparison
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VYCAX vs. IYY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VYCAX Voya Corporate Leaders 100 Fund Class A | -4.34% | 17.37% | 17.68% | 18.99% | -11.30% | 27.35% | 11.49% | 38.96% | -7.22% | 18.93% |
IYY iShares Dow Jones U.S. ETF | -4.22% | 17.08% | 24.15% | 26.48% | -19.57% | 26.38% | 20.10% | 30.78% | -5.16% | 21.33% |
Returns By Period
The year-to-date returns for both investments are quite close, with VYCAX having a -4.34% return and IYY slightly higher at -4.22%. Over the past 10 years, VYCAX has underperformed IYY with an annualized return of 12.89%, while IYY has yielded a comparatively higher 13.55% annualized return.
VYCAX
- 1D
- -0.16%
- 1M
- -7.29%
- YTD
- -4.34%
- 6M
- -1.29%
- 1Y
- 10.80%
- 3Y*
- 14.40%
- 5Y*
- 10.09%
- 10Y*
- 12.89%
IYY
- 1D
- 2.98%
- 1M
- -4.99%
- YTD
- -4.22%
- 6M
- -1.98%
- 1Y
- 17.60%
- 3Y*
- 17.89%
- 5Y*
- 10.74%
- 10Y*
- 13.55%
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VYCAX vs. IYY - Expense Ratio Comparison
VYCAX has a 0.81% expense ratio, which is higher than IYY's 0.20% expense ratio.
Return for Risk
VYCAX vs. IYY — Risk / Return Rank
VYCAX
IYY
VYCAX vs. IYY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Corporate Leaders 100 Fund Class A (VYCAX) and iShares Dow Jones U.S. ETF (IYY). 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.
| VYCAX | IYY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.97 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.47 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.22 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.58 | 1.50 | -0.92 |
Martin ratioReturn relative to average drawdown | 2.61 | 7.06 | -4.46 |
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
| VYCAX | IYY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.97 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.63 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.75 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.41 | +0.18 |
Correlation
The correlation between VYCAX and IYY is 0.94, 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
VYCAX vs. IYY - Dividend Comparison
VYCAX's dividend yield for the trailing twelve months is around 8.59%, more than IYY's 1.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VYCAX Voya Corporate Leaders 100 Fund Class A | 8.59% | 8.22% | 6.97% | 4.35% | 5.78% | 7.81% | 25.30% | 16.80% | 10.28% | 2.94% | 1.52% | 1.52% |
IYY iShares Dow Jones U.S. ETF | 1.01% | 0.95% | 1.05% | 1.29% | 1.48% | 1.04% | 1.31% | 1.80% | 1.97% | 1.62% | 1.81% | 1.97% |
Drawdowns
VYCAX vs. IYY - Drawdown Comparison
The maximum VYCAX drawdown since its inception was -46.74%, smaller than the maximum IYY drawdown of -55.17%. Use the drawdown chart below to compare losses from any high point for VYCAX and IYY.
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Drawdown Indicators
| VYCAX | IYY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.74% | -55.17% | +8.43% |
Max Drawdown (1Y)Largest decline over 1 year | -11.74% | -12.15% | +0.41% |
Max Drawdown (5Y)Largest decline over 5 years | -22.80% | -25.46% | +2.66% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | -34.90% | +1.49% |
Current DrawdownCurrent decline from peak | -7.77% | -6.23% | -1.54% |
Average DrawdownAverage peak-to-trough decline | -5.38% | -10.91% | +5.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 2.58% | +0.54% |
Volatility
VYCAX vs. IYY - Volatility Comparison
The current volatility for Voya Corporate Leaders 100 Fund Class A (VYCAX) is 3.33%, while iShares Dow Jones U.S. ETF (IYY) has a volatility of 5.44%. This indicates that VYCAX experiences smaller price fluctuations and is considered to be less risky than IYY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VYCAX | IYY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 5.44% | -2.11% |
Volatility (6M)Calculated over the trailing 6-month period | 7.57% | 9.65% | -2.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 18.30% | -2.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.72% | 17.13% | -1.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.48% | 18.15% | -0.67% |