DIM vs IGA

Comparison between WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND (DIM, ETF) and Voya Global Advantage and Premium Opportunity Fund (IGA, ETF).

5-Year PerformanceIGA has outperformed DIM, delivering a return of +10.8% compared to +9.0%

DIM vs IGA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DIM(ETF)	IGA(ETF)
Net Assets	$162M	$163M
Expense Ratio	0.58%	N/A
Max Drawdown	64.74%	72.24%
Sharpe Ratio	1.10	1.04
5Y Beta	0.63	0.58
5Y Dividends CAGR	14.66%	2.33%

Net Assets

DIM

$162M

Winner

IGA

$163M

Expense Ratio

DIM

0.58%

IGA

N/A

Max Drawdown

Winner

DIM

64.74%

IGA

72.24%

Sharpe Ratio

Winner

DIM

1.10

IGA

1.04

5Y Beta

DIM

0.63

Winner

IGA

0.58

5Y Dividends CAGR

Winner

DIM

14.66%

IGA

2.33%

DIM vs IGA - Historical Returns

Returns include dividend reinvestment.

Period	DIM	IGA
1 month	+0.47%	+4.08%
3 months	+2.02%	+7.57%
6 months	+6.39%	+7.36%
1 year	+18.53%	+13.46%
5 years(CAGR)	+9.04%	+10.77%
10 years(CAGR)	+8.50%	+9.93%
Max(CAGR)	+6.28%	+6.95%

DIM

+0.47%

Winner

IGA

+4.08%

DIM

+2.02%

Winner

IGA

+7.57%

DIM

+6.39%

Winner

IGA

+7.36%

Winner

DIM

+18.53%

IGA

+13.46%

5Y(CAGR)

DIM

+9.04%

Winner

IGA

+10.77%

10Y(CAGR)

DIM

+8.50%

Winner

IGA

+9.93%

Max(CAGR)

DIM

+6.28%

Winner

IGA

+6.95%

DIM vs IGA - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	DIM	IGA
2026	+8.54%	+8.24%
2025	+37.95%	+17.25%
2024	+4.74%	+20.20%
2023	+14.80%	+6.00%
2022	-14.45%	-8.85%
2021	+9.38%	+30.60%
2020	-1.25%	-8.05%
2019	+20.25%	+21.61%
2018	-15.85%	-12.75%
2017	+27.34%	+26.03%
2016	+4.88%	+6.26%
2015	+2.70%	+0.40%
2014	-0.75%	+9.01%
2013	+19.61%	+11.77%
2012	+17.68%	+15.56%
2011	-14.32%	-11.25%
2010	+8.60%	+11.20%
2009	+32.54%	+35.55%
2008	-41.12%	-31.08%
2007	+7.23%	+6.03%
2006	+27.13%	+34.51%
2005	N/A	-10.92%

DIM vs IGA Drawdown Comparison

The maximum drawdown for DIM was -61.43%, occurring on Mar 9, 2009. Recovery took 1502 trading sessions.

The maximum drawdown for IGA was -57.33%, occurring on Nov 20, 2008. Recovery took 925 trading sessions.

The current DIM drawdown is -1.52%.

Rank	DIM	IGA
#1	-61.43% Oct 31, 2007 - Oct 18, 2013	-57.33% Jun 19, 2007 - Feb 17, 2011
#2	-40.87% Jan 26, 2018 - Mar 12, 2021	-41.68% Jan 16, 2020 - May 10, 2021
#3	-30.73% Sep 3, 2021 - May 15, 2024	-24.65% Jul 1, 2011 - Jan 7, 2013
#4	-20.59% May 15, 2015 - Mar 16, 2017	-24.62% Jun 23, 2015 - Apr 7, 2017
#5	-14.20% Jul 12, 2007 - Oct 29, 2007	-22.28% Aug 29, 2018 - Aug 1, 2019
#6	-13.93% Jul 3, 2014 - Apr 23, 2015	-17.01% Dec 29, 2021 - Mar 13, 2024
#7	-12.13% Mar 19, 2025 - Apr 24, 2025	-13.18% Sep 19, 2014 - Apr 10, 2015
#8	-10.56% Feb 25, 2026 - Mar 20, 2026	-12.04% Oct 27, 2005 - Apr 3, 2006
#9	-9.98% Sep 26, 2024 - Mar 5, 2025	-11.81% May 20, 2013 - Jul 23, 2014
#10	-8.46% Feb 26, 2007 - Mar 21, 2007	-11.22% Apr 1, 2025 - Apr 23, 2025
#11	-6.28% Jul 16, 2024 - Aug 19, 2024	-8.55% Jan 29, 2018 - May 22, 2018
#12	-6.21% Jan 16, 2014 - Feb 18, 2014	-8.25% Apr 4, 2006 - Jul 27, 2006
#13	-5.35% Jul 3, 2006 - Jul 28, 2006	-7.66% Mar 26, 2013 - May 20, 2013
#14	-5.23% Jun 14, 2021 - Aug 13, 2021	-6.95% Feb 27, 2026 - May 22, 2026
#15	-4.94% Oct 22, 2013 - Dec 31, 2013	-6.69% Aug 1, 2019 - Dec 16, 2019

Correlation

Correlation between DIM and IGA is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2005 - 2026)

DIM vs IGA dividend yield comparison.

Year	DIM	IGA
2026	1.96%	5.09%
2025	3.21%	10.49%
2024	3.58%	10.46%
2023	4.62%	9.25%
2022	3.96%	9.06%
2021	3.65%	7.60%
2020	2.53%	9.01%
2019	3.26%	8.05%
2018	3.28%	9.78%
2017	2.57%	7.87%
2016	2.94%	10.83%
2015	2.81%	10.72%
2014	3.46%	9.76%
2013	3.10%	9.52%
2012	2.95%	10.43%
2011	4.49%	12.30%
2010	2.82%	10.16%
2009	2.60%	12.91%
2008	5.92%	16.73%
2007	2.90%	15.22%
2006	0.59%	8.45%
2005	0.00%	0.88%