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DUG vs IIGD

Comparison between ProShares UltraShort Energy (DUG, ETF) and INVESCO INVESTMENT GRADE DEFENSIVE ETF (IIGD, ETF).

5-Year PerformanceIIGD has outperformed DUG, delivering a return of +1.6% compared to -40.5%

DUG vs IIGD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DUG
$27M
Winner
IIGD
$27M
Expense Ratio
DUG
N/A
IIGD
0.13%
Max Drawdown
DUG
99.95%
Winner
IIGD
15.67%
Sharpe Ratio
DUG
-1.56
Winner
IIGD
-0.26
5Y Beta
Winner
DUG
-1.06
IIGD
0.03
5Y Dividends CAGR
DUG
N/A
IIGD
7.48%

DUG vs IIGD - Historical Returns

Returns include dividend reinvestment.

1M
DUG
-14.65%
Winner
IIGD
+0.08%
3M
DUG
-11.63%
Winner
IIGD
-0.31%
6M
DUG
-34.59%
Winner
IIGD
+0.14%
1Y
DUG
-51.58%
Winner
IIGD
+3.03%
5Y(CAGR)
DUG
-40.48%
Winner
IIGD
+1.56%
10Y(CAGR)
DUG
-31.96%
IIGD
N/A
Max(CAGR)
DUG
-29.96%
Winner
IIGD
+2.78%

DUG vs IIGD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearDUGIIGD
2026-43.04%+0.21%
2025-16.81%+7.08%
2024-4.06%+4.25%
2023-9.37%+5.54%
2022-71.20%-7.06%
2021-68.10%-1.31%
2020-23.45%+6.26%
2019-19.87%+7.32%
2018+40.94%+0.86%
2017+1.45%N/A
2016-48.05%N/A
2015+35.94%N/A
2014+5.44%N/A
2013-38.52%N/A
2012-13.44%N/A
2011-30.52%N/A
2010-37.48%N/A
2009-43.88%N/A
2008-9.57%N/A
2007-46.32%N/A

DUG vs IIGD Drawdown Comparison

The maximum drawdown for DUG was -99.92%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for IIGD was -11.43%, occurring on Oct 20, 2022. Recovery took 762 trading sessions.

The current DUG drawdown is -99.92%. The current IIGD drawdown is -0.84%.

RankDUGIIGD
#1-99.92%
Oct 10, 2008 - Mar 27, 2026
-11.43%
Aug 3, 2021 - Aug 14, 2024
#2-64.70%
Mar 5, 2007 - Oct 10, 2008
-8.58%
Mar 4, 2020 - Apr 24, 2020
#3-4.78%
Feb 12, 2007 - Feb 27, 2007
-1.97%
Sep 24, 2024 - Feb 25, 2025
#4-1.66%
Feb 7, 2007 - Feb 12, 2007
-1.67%
Feb 27, 2026 - Mar 26, 2026
#5-1.61%
Feb 27, 2007 - Mar 1, 2007
-1.65%
Dec 31, 2020 - Aug 2, 2021
#6-1.32%
Feb 2, 2007 - Feb 7, 2007
-1.59%
Apr 3, 2025 - Apr 25, 2025
#7N/A-1.33%
Sep 3, 2019 - Oct 2, 2019
#8N/A-0.94%
Oct 3, 2019 - Jan 21, 2020
#9N/A-0.87%
Apr 30, 2025 - May 30, 2025
#10N/A-0.80%
Aug 4, 2020 - Dec 24, 2020
#11N/A-0.58%
Oct 22, 2018 - Dec 14, 2018
#12N/A-0.55%
Jun 2, 2020 - Jun 18, 2020
#13N/A-0.55%
Jun 30, 2025 - Jul 22, 2025
#14N/A-0.55%
Mar 28, 2019 - May 7, 2019
#15N/A-0.52%
Oct 21, 2025 - Nov 24, 2025

Correlation

Correlation between DUG and IIGD is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.34
-101

Dividend Comparison (2007 - 2026)

DUG vs IIGD dividend yield comparison.

YearDUGIIGD
20261.18%2.46%
20253.21%4.25%
20245.66%4.13%
20234.16%3.74%
20220.28%1.73%
20210.00%1.77%
20200.10%3.21%
20190.56%2.44%
20180.29%1.23%
200832.75%0.00%
20072.53%0.00%

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