IGA vs EDF

Comparison between Voya Global Advantage and Premium Opportunity Fund (IGA, ETF) and Virtus Stone Harbor Emerging Markets Income Fund (EDF, ETF).

5-Year PerformanceIGA has outperformed EDF, delivering a return of +10.0% compared to +5.6%

IGA vs EDF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGA(ETF)	EDF(ETF)
Net Assets	$163M	$163M
Max Drawdown	72.24%	86.83%
Sharpe Ratio	0.54	1.50
5Y Beta	0.58	0.32
5Y Dividends CAGR	7.00%	-4.07%

Net Assets

Winner

IGA

$163M

EDF

$163M

Max Drawdown

Winner

IGA

72.24%

EDF

86.83%

Sharpe Ratio

IGA

0.54

Winner

EDF

1.50

5Y Beta

IGA

0.58

Winner

EDF

0.32

5Y Dividends CAGR

Winner

IGA

7.00%

EDF

-4.07%

IGA vs EDF - Historical Returns

Returns include dividend reinvestment.

Period	IGA	EDF
1 month	+2.23%	+5.84%
3 months	+4.81%	+14.98%
6 months	+5.22%	+24.93%
1 year	+7.86%	+27.03%
5 years(CAGR)	+9.97%	+5.61%
10 years(CAGR)	+9.93%	+5.26%
Max(CAGR)	+6.81%	+3.76%

IGA

+2.23%

Winner

EDF

+5.84%

IGA

+4.81%

Winner

EDF

+14.98%

IGA

+5.22%

Winner

EDF

+24.93%

IGA

+7.86%

Winner

EDF

+27.03%

5Y(CAGR)

Winner

IGA

+9.97%

EDF

+5.61%

10Y(CAGR)

Winner

IGA

+9.93%

EDF

+5.26%

Max(CAGR)

Winner

IGA

+6.81%

EDF

+3.76%

IGA vs EDF - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	IGA	EDF
2026	+4.53%	+19.66%
2025	+17.25%	+19.95%
2024	+20.20%	+25.32%
2023	+6.00%	+17.80%
2022	-8.85%	-28.32%
2021	+30.60%	-6.82%
2020	-8.05%	-31.22%
2019	+21.61%	+44.37%
2018	-12.75%	-19.34%
2017	+26.03%	+22.61%
2016	+6.26%	+41.18%
2015	+0.40%	-9.74%
2014	+9.01%	-6.26%
2013	+11.77%	-19.19%
2012	+15.56%	+25.22%
2011	-11.25%	-9.26%
2010	+11.20%	-0.04%
2009	+35.55%	N/A
2008	-31.08%	N/A
2007	+6.03%	N/A
2006	+34.51%	N/A
2005	-10.92%	N/A

IGA vs EDF Drawdown Comparison

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

The maximum drawdown for EDF was -64.13%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current IGA drawdown is -0.61%. The current EDF drawdown is -1.18%.

Rank	IGA	EDF
#1	-57.33% Jun 19, 2007 - Feb 17, 2011	-64.13% Jan 15, 2020 - Oct 20, 2022
#2	-41.68% Jan 16, 2020 - May 10, 2021	-45.74% Feb 20, 2013 - Feb 7, 2017
#3	-24.65% Jul 1, 2011 - Jan 7, 2013	-28.36% Jan 26, 2018 - Jun 7, 2019
#4	-24.62% Jun 23, 2015 - Apr 7, 2017	-13.72% Sep 6, 2011 - Jan 26, 2012
#5	-22.28% Aug 29, 2018 - Aug 1, 2019	-12.48% Oct 11, 2017 - Jan 22, 2018
#6	-17.01% Dec 29, 2021 - Mar 13, 2024	-10.11% Aug 1, 2019 - Dec 24, 2019
#7	-13.18% Sep 19, 2014 - Apr 10, 2015	-8.84% May 8, 2012 - Jul 31, 2012
#8	-12.04% Oct 27, 2005 - Apr 3, 2006	-7.79% Aug 1, 2011 - Sep 6, 2011
#9	-11.81% May 20, 2013 - Jul 23, 2014	-7.09% Jun 14, 2017 - Jul 28, 2017
#10	-11.22% Apr 1, 2025 - Apr 23, 2025	-6.25% Jan 13, 2011 - Apr 14, 2011
#11	-8.55% Jan 29, 2018 - May 22, 2018	-4.74% Mar 7, 2017 - Mar 15, 2017
#12	-8.25% Apr 4, 2006 - Jul 27, 2006	-4.66% Jul 31, 2017 - Aug 29, 2017
#13	-7.66% Mar 26, 2013 - May 20, 2013	-4.54% May 20, 2011 - Jul 26, 2011
#14	-6.95% Feb 27, 2026 - May 22, 2026	-4.45% Feb 17, 2012 - May 7, 2012
#15	-6.69% Aug 1, 2019 - Dec 16, 2019	-3.50% Oct 17, 2012 - Nov 19, 2012

Correlation

Correlation between IGA and EDF is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46

-101

Dividend Comparison (2005 - 2026)

IGA vs EDF dividend yield comparison.

Year	IGA	EDF
2026	4.35%	5.34%
2025	10.49%	14.49%
2024	10.46%	15.32%
2023	9.25%	16.71%
2022	9.06%	17.31%
2021	7.60%	12.91%
2020	9.01%	16.46%
2019	8.05%	15.67%
2018	9.78%	19.37%
2017	7.87%	13.58%
2016	10.83%	14.75%
2015	10.72%	17.93%
2014	9.76%	13.92%
2013	9.52%	11.79%
2012	10.43%	8.72%
2011	12.30%	9.48%
2010	10.16%	0.00%
2009	12.91%	0.00%
2008	16.73%	0.00%
2007	15.22%	0.00%
2006	8.45%	0.00%
2005	0.88%	0.00%