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IGA vs SPY

Comparison between Voya Global Advantage and Premium Opportunity Fund (IGA, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IGA, delivering a return of +13.4% compared to +10.0%

IGA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IGA
$163M
Winner
SPY
$784B
Expense Ratio
IGA
N/A
SPY
0.09%
Max Drawdown
IGA
72.24%
Winner
SPY
56.47%
Sharpe Ratio
IGA
0.54
Winner
SPY
1.56
5Y Beta
Winner
IGA
0.58
SPY
1.00
P/E Ratio
IGA
N/A
SPY
28.29
Forward P/E
IGA
N/A
SPY
21.75
5Y Dividends CAGR
Winner
IGA
7.00%
SPY
5.43%
5Y EPS CAGR
IGA
N/A
SPY
25.98%
Debt to Equity
IGA
N/A
SPY
30.79%
P/S Ratio
IGA
N/A
SPY
3.79
P/B Ratio
IGA
N/A
SPY
5.67

IGA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IGA
+2.23%
SPY
+0.48%
3M
IGA
+4.81%
Winner
SPY
+11.67%
6M
IGA
+5.22%
Winner
SPY
+9.42%
1Y
IGA
+7.86%
Winner
SPY
+24.27%
5Y(CAGR)
IGA
+9.97%
Winner
SPY
+13.36%
10Y(CAGR)
IGA
+9.93%
Winner
SPY
+15.42%
Max(CAGR)
IGA
+6.81%
Winner
SPY
+8.49%

IGA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIGASPY
2026+4.53%+8.88%
2025+17.25%+18.00%
2024+20.20%+25.59%
2023+6.00%+26.72%
2022-8.85%-18.64%
2021+30.60%+30.52%
2020-8.05%+17.28%
2019+21.61%+31.09%
2018-12.75%-5.24%
2017+26.03%+20.78%
2016+6.26%+13.59%
2015+0.40%+1.31%
2014+9.01%+14.56%
2013+11.77%+29.00%
2012+15.56%+14.17%
2011-11.25%+0.85%
2010+11.20%+13.14%
2009+35.55%+22.67%
2008-31.08%-36.25%
2007+6.03%+5.32%
2006+34.51%+13.85%
2005-10.92%+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

IGA vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IGA drawdown is -0.61%. The current SPY drawdown is -2.35%.

RankIGASPY
#1-57.33%
Jun 19, 2007 - Feb 17, 2011
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-41.68%
Jan 16, 2020 - May 10, 2021
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-24.65%
Jul 1, 2011 - Jan 7, 2013
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-24.62%
Jun 23, 2015 - Apr 7, 2017
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-22.28%
Aug 29, 2018 - Aug 1, 2019
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.01%
Dec 29, 2021 - Mar 13, 2024
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.18%
Sep 19, 2014 - Apr 10, 2015
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.04%
Oct 27, 2005 - Apr 3, 2006
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.81%
May 20, 2013 - Jul 23, 2014
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.22%
Apr 1, 2025 - Apr 23, 2025
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.55%
Jan 29, 2018 - May 22, 2018
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.25%
Apr 4, 2006 - Jul 27, 2006
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.66%
Mar 26, 2013 - May 20, 2013
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.95%
Feb 27, 2026 - May 22, 2026
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.69%
Aug 1, 2019 - Dec 16, 2019
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IGA and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

IGA vs SPY dividend yield comparison.

YearIGASPY
20264.35%0.24%
202510.49%1.07%
202410.46%1.21%
20239.25%1.40%
20229.06%1.65%
20217.60%1.20%
20209.01%1.52%
20198.05%1.75%
20189.78%2.04%
20177.87%1.80%
201610.83%2.03%
201510.72%2.06%
20149.76%1.87%
20139.52%1.81%
201210.43%2.18%
201112.30%2.05%
201010.16%1.80%
200912.91%1.95%
200816.73%3.02%
200715.22%1.85%
20068.45%1.73%
20050.88%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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