IGA vs DIM

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

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

IGA vs DIM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

IGA

$163M

DIM

$162M

Expense Ratio

IGA

N/A

DIM

0.58%

Max Drawdown

IGA

72.24%

Winner

DIM

64.74%

Sharpe Ratio

IGA

1.04

Winner

DIM

1.10

5Y Beta

Winner

IGA

0.58

DIM

0.63

5Y Dividends CAGR

IGA

2.33%

Winner

DIM

14.66%

IGA vs DIM - Historical Returns

Returns include dividend reinvestment.

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

Winner

IGA

+4.08%

DIM

+0.47%

Winner

IGA

+7.57%

DIM

+2.02%

Winner

IGA

+7.36%

DIM

+6.39%

IGA

+13.46%

Winner

DIM

+18.53%

5Y(CAGR)

Winner

IGA

+10.77%

DIM

+9.04%

10Y(CAGR)

Winner

IGA

+9.93%

DIM

+8.50%

Max(CAGR)

Winner

IGA

+6.95%

DIM

+6.28%

IGA vs DIM - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

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

IGA vs DIM Drawdown Comparison

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

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

The current DIM drawdown is -1.52%.

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

Correlation

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

0.97

-101

Dividend Comparison (2005 - 2026)

IGA vs DIM dividend yield comparison.

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