IGA vs TAXE

Comparison between Voya Global Advantage and Premium Opportunity Fund (IGA, ETF) and T. ROWE PRICE INTERMEDIATE MUNICIPAL INCOME ETF (TAXE, ETF).

IGA vs TAXE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGA(ETF)	TAXE(ETF)
Net Assets	$163M	$163M
Expense Ratio	N/A	0.24%
Max Drawdown	72.24%	4.70%
Sharpe Ratio	0.54	1.44
5Y Beta	0.58	0.01
5Y Dividends CAGR	7.00%	N/A

Net Assets

IGA

$163M

Winner

TAXE

$163M

Expense Ratio

IGA

N/A

TAXE

0.24%

Max Drawdown

IGA

72.24%

Winner

TAXE

4.70%

Sharpe Ratio

IGA

0.54

Winner

TAXE

1.44

5Y Beta

IGA

0.58

Winner

TAXE

0.01

5Y Dividends CAGR

IGA

7.00%

TAXE

N/A

IGA vs TAXE - Historical Returns

Returns include dividend reinvestment.

Period	IGA	TAXE
1 month	+2.23%	+0.52%
3 months	+4.81%	+0.83%
6 months	+5.22%	+2.05%
1 year	+7.86%	+6.92%
5 years(CAGR)	+9.97%	N/A
10 years(CAGR)	+9.93%	N/A
Max(CAGR)	+6.81%	+4.74%

Winner

IGA

+2.23%

TAXE

+0.52%

Winner

IGA

+4.81%

TAXE

+0.83%

Winner

IGA

+5.22%

TAXE

+2.05%

Winner

IGA

+7.86%

TAXE

+6.92%

5Y(CAGR)

IGA

+9.97%

TAXE

N/A

10Y(CAGR)

IGA

+9.93%

TAXE

N/A

Max(CAGR)

Winner

IGA

+6.81%

TAXE

+4.74%

IGA vs TAXE - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	IGA	TAXE
2026	+4.53%	+1.62%
2025	+17.25%	+5.68%
2024	+20.20%	+1.55%
2023	+6.00%	N/A
2022	-8.85%	N/A
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 TAXE Drawdown Comparison

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

The maximum drawdown for TAXE was -3.72%, occurring on Apr 11, 2025. Recovery took 114 trading sessions.

The current IGA drawdown is -0.61%. The current TAXE drawdown is -0.60%.

Rank	IGA	TAXE
#1	-57.33% Jun 19, 2007 - Feb 17, 2011	-3.72% Feb 28, 2025 - Aug 13, 2025
#2	-41.68% Jan 16, 2020 - May 10, 2021	-2.53% Feb 27, 2026 - Mar 27, 2026
#3	-24.65% Jul 1, 2011 - Jan 7, 2013	-1.94% Dec 6, 2024 - Feb 25, 2025
#4	-24.62% Jun 23, 2015 - Apr 7, 2017	-1.88% Oct 1, 2024 - Dec 2, 2024
#5	-22.28% Aug 29, 2018 - Aug 1, 2019	-0.64% Aug 2, 2024 - Aug 23, 2024
#6	-17.01% Dec 29, 2021 - Mar 13, 2024	-0.50% Sep 17, 2025 - Oct 10, 2025
#7	-13.18% Sep 19, 2014 - Apr 10, 2015	-0.32% Aug 23, 2024 - Sep 4, 2024
#8	-12.04% Oct 27, 2005 - Apr 3, 2006	-0.29% Jan 15, 2026 - Jan 28, 2026
#9	-11.81% May 20, 2013 - Jul 23, 2014	-0.25% Nov 11, 2025 - Nov 26, 2025
#10	-11.22% Apr 1, 2025 - Apr 23, 2025	-0.24% Aug 27, 2025 - Sep 4, 2025
#11	-8.55% Jan 29, 2018 - May 22, 2018	-0.21% Nov 26, 2025 - Dec 19, 2025
#12	-8.25% Apr 4, 2006 - Jul 27, 2006	-0.21% Oct 27, 2025 - Nov 10, 2025
#13	-7.66% Mar 26, 2013 - May 20, 2013	-0.20% Feb 26, 2025 - Feb 28, 2025
#14	-6.95% Feb 27, 2026 - May 22, 2026	-0.17% Jul 18, 2024 - Jul 25, 2024
#15	-6.69% Aug 1, 2019 - Dec 16, 2019	-0.12% Sep 17, 2024 - Sep 27, 2024

Correlation

Correlation between IGA and TAXE is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2005 - 2026)

IGA vs TAXE dividend yield comparison.

Year	IGA	TAXE
2026	4.35%	1.52%
2025	10.49%	3.46%
2024	10.46%	1.74%
2023	9.25%	0.00%
2022	9.06%	0.00%
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%