IGA vs SHDG
Comparison between Voya Global Advantage and Premium Opportunity Fund (IGA, ETF) and SOUNDWATCH HEDGED EQUITY ETF (SHDG, ETF).
IGA vs SHDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IGA
$163M
SHDG
$162M
Expense Ratio
IGA
N/A
SHDG
0.91%
Max Drawdown
IGA
72.24%
Winner
SHDG
15.84%
Sharpe Ratio
Winner
IGA
1.04
SHDG
0.70
5Y Beta
Winner
IGA
0.58
SHDG
0.65
5Y Dividends CAGR
IGA
2.33%
SHDG
N/A
IGA vs SHDG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGA
+4.08%
SHDG
+0.50%
3M
Winner
IGA
+7.57%
SHDG
+2.95%
6M
Winner
IGA
+7.36%
SHDG
+1.20%
1Y
Winner
IGA
+13.46%
SHDG
+9.16%
5Y(CAGR)
IGA
+10.77%
SHDG
N/A
10Y(CAGR)
IGA
+9.93%
SHDG
N/A
Max(CAGR)
IGA
+6.95%
Winner
SHDG
+14.12%
IGA vs SHDG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IGA | SHDG |
|---|---|---|
| 2026 | +8.24% | +1.57% |
| 2025 | +17.25% | +11.41% |
| 2024 | +20.20% | +20.29% |
| 2023 | +6.00% | +18.35% |
| 2022 | -8.85% | +2.56% |
| 2021 | +30.60% | N/A |
| 2020 | -8.05% | N/A |
| 2019 | +21.61% | N/A |
| 2018 | -12.75% | N/A |
| 2017 | +26.03% | N/A |
| 2016 | +6.26% | N/A |
| 2015 | +0.40% | N/A |
| 2014 | +9.01% | N/A |
| 2013 | +11.77% | N/A |
| 2012 | +15.56% | N/A |
| 2011 | -11.25% | N/A |
| 2010 | +11.20% | N/A |
| 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 SHDG Drawdown Comparison
The maximum drawdown for IGA was -57.33%, occurring on Nov 20, 2008. Recovery took 925 trading sessions.
The maximum drawdown for SHDG was -15.82%, occurring on Apr 8, 2025. Recovery took 105 trading sessions.
The current SHDG drawdown is -0.50%.
| Rank | IGA | SHDG |
|---|---|---|
| #1 | -57.33% Jun 19, 2007 - Feb 17, 2011 | -15.82% Feb 19, 2025 - Jul 22, 2025 |
| #2 | -41.68% Jan 16, 2020 - May 10, 2021 | -8.69% Jul 31, 2023 - Dec 12, 2023 |
| #3 | -24.65% Jul 1, 2011 - Jan 7, 2013 | -6.62% Feb 2, 2026 - Jul 6, 2026 |
| #4 | -24.62% Jun 23, 2015 - Apr 7, 2017 | -6.49% Jul 16, 2024 - Aug 30, 2024 |
| #5 | -22.28% Aug 29, 2018 - Aug 1, 2019 | -4.63% Feb 15, 2023 - Mar 31, 2023 |
| #6 | -17.01% Dec 29, 2021 - Mar 13, 2024 | -4.42% Dec 1, 2022 - Jan 26, 2023 |
| #7 | -13.18% Sep 19, 2014 - Apr 10, 2015 | -3.98% Mar 27, 2024 - May 15, 2024 |
| #8 | -12.04% Oct 27, 2005 - Apr 3, 2006 | -3.75% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -11.81% May 20, 2013 - Jul 23, 2014 | -3.53% Dec 16, 2024 - Feb 13, 2025 |
| #10 | -11.22% Apr 1, 2025 - Apr 23, 2025 | -3.29% Oct 27, 2025 - Nov 28, 2025 |
| #11 | -8.55% Jan 29, 2018 - May 22, 2018 | -2.51% Oct 28, 2022 - Nov 10, 2022 |
| #12 | -8.25% Apr 4, 2006 - Jul 27, 2006 | -2.33% Dec 11, 2025 - Dec 23, 2025 |
| #13 | -7.66% Mar 26, 2013 - May 20, 2013 | -1.94% Oct 8, 2025 - Oct 21, 2025 |
| #14 | -6.95% Feb 27, 2026 - May 22, 2026 | -1.94% May 1, 2023 - May 18, 2023 |
| #15 | -6.69% Aug 1, 2019 - Dec 16, 2019 | -1.90% Oct 18, 2024 - Nov 6, 2024 |
Correlation
Correlation between IGA and SHDG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2005 - 2026)
IGA vs SHDG dividend yield comparison.
| Year | IGA | SHDG |
|---|---|---|
| 2026 | 5.09% | 0.00% |
| 2025 | 10.49% | 0.50% |
| 2024 | 10.46% | 0.62% |
| 2023 | 9.25% | 1.24% |
| 2022 | 9.06% | 0.90% |
| 2021 | 7.60% | 0.00% |
| 2020 | 9.01% | 0.00% |
| 2019 | 8.05% | 0.00% |
| 2018 | 9.78% | 0.00% |
| 2017 | 7.87% | 0.00% |
| 2016 | 10.83% | 0.00% |
| 2015 | 10.72% | 0.00% |
| 2014 | 9.76% | 0.00% |
| 2013 | 9.52% | 0.00% |
| 2012 | 10.43% | 0.00% |
| 2011 | 12.30% | 0.00% |
| 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% |
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