VYCAX vs. XLG
Compare and contrast key facts about Voya Corporate Leaders 100 Fund Class A (VYCAX) and Invesco S&P 500 Top 50 ETF (XLG).
VYCAX is managed by Voya. It was launched on Jun 30, 2008. XLG is a passively managed fund by Invesco that tracks the performance of the S&P 500 Top 50 Index. It was launched on May 4, 2005.
Performance
VYCAX vs. XLG - Performance Comparison
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VYCAX vs. XLG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VYCAX Voya Corporate Leaders 100 Fund Class A | -2.30% | 17.37% | 17.68% | 18.99% | -11.30% | 27.35% | 11.49% | 38.96% | -7.22% | 18.93% |
XLG Invesco S&P 500 Top 50 ETF | -7.18% | 19.51% | 33.49% | 38.16% | -24.29% | 30.77% | 24.15% | 32.04% | -3.59% | 23.04% |
Returns By Period
In the year-to-date period, VYCAX achieves a -2.30% return, which is significantly higher than XLG's -7.18% return. Over the past 10 years, VYCAX has underperformed XLG with an annualized return of 13.13%, while XLG has yielded a comparatively higher 15.72% annualized return.
VYCAX
- 1D
- 2.13%
- 1M
- -5.22%
- YTD
- -2.30%
- 6M
- 0.37%
- 1Y
- 13.25%
- 3Y*
- 15.20%
- 5Y*
- 10.40%
- 10Y*
- 13.13%
XLG
- 1D
- 0.70%
- 1M
- -3.74%
- YTD
- -7.18%
- 6M
- -4.55%
- 1Y
- 19.62%
- 3Y*
- 21.92%
- 5Y*
- 13.96%
- 10Y*
- 15.72%
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VYCAX vs. XLG - Expense Ratio Comparison
VYCAX has a 0.81% expense ratio, which is higher than XLG's 0.20% expense ratio.
Return for Risk
VYCAX vs. XLG — Risk / Return Rank
VYCAX
XLG
VYCAX vs. XLG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Corporate Leaders 100 Fund Class A (VYCAX) and Invesco S&P 500 Top 50 ETF (XLG). 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 | XLG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 0.99 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.54 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.22 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 1.63 | -0.77 |
Martin ratioReturn relative to average drawdown | 3.82 | 5.71 | -1.88 |
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 | XLG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 0.99 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.75 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.84 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.59 | +0.01 |
Correlation
The correlation between VYCAX and XLG is 0.87, 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. XLG - Dividend Comparison
VYCAX's dividend yield for the trailing twelve months is around 8.42%, more than XLG's 0.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VYCAX Voya Corporate Leaders 100 Fund Class A | 8.42% | 8.22% | 6.97% | 4.35% | 5.78% | 7.81% | 25.30% | 16.80% | 10.28% | 2.94% | 1.52% | 1.52% |
XLG Invesco S&P 500 Top 50 ETF | 0.70% | 0.64% | 0.72% | 0.97% | 1.34% | 0.94% | 1.25% | 1.58% | 2.00% | 1.85% | 2.00% | 2.09% |
Drawdowns
VYCAX vs. XLG - Drawdown Comparison
The maximum VYCAX drawdown since its inception was -46.74%, smaller than the maximum XLG drawdown of -52.39%. Use the drawdown chart below to compare losses from any high point for VYCAX and XLG.
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Drawdown Indicators
| VYCAX | XLG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.74% | -52.39% | +5.65% |
Max Drawdown (1Y)Largest decline over 1 year | -11.74% | -12.41% | +0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -22.80% | -28.02% | +5.22% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | -30.46% | -2.95% |
Current DrawdownCurrent decline from peak | -5.81% | -8.93% | +3.12% |
Average DrawdownAverage peak-to-trough decline | -5.38% | -7.69% | +2.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 3.54% | -0.40% |
Volatility
VYCAX vs. XLG - Volatility Comparison
The current volatility for Voya Corporate Leaders 100 Fund Class A (VYCAX) is 4.14%, while Invesco S&P 500 Top 50 ETF (XLG) has a volatility of 5.82%. This indicates that VYCAX experiences smaller price fluctuations and is considered to be less risky than XLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VYCAX | XLG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.14% | 5.82% | -1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 7.84% | 10.65% | -2.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.33% | 19.97% | -3.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.75% | 18.68% | -2.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.49% | 18.81% | -1.32% |