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IGD vs SPY

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

5-Year PerformanceSPY has outperformed IGD, delivering a return of +13.3% compared to +10.8%

IGD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IGD
$495M
Winner
SPY
$735B
Expense Ratio
IGD
N/A
SPY
0.09%
Max Drawdown
IGD
82.53%
Winner
SPY
56.47%
Sharpe Ratio
IGD
1.19
Winner
SPY
1.62
5Y Beta
Winner
IGD
0.55
SPY
1.00
P/E Ratio
IGD
N/A
SPY
28.99
Forward P/E
IGD
N/A
SPY
22.37
5Y Dividends CAGR
IGD
4.56%
Winner
SPY
5.43%
5Y EPS CAGR
IGD
N/A
SPY
26.05%
Debt to Equity
IGD
N/A
SPY
32.40%
P/S Ratio
IGD
N/A
SPY
3.74
P/B Ratio
IGD
N/A
SPY
5.61

IGD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IGD
+2.82%
SPY
+1.90%
3M
IGD
+7.11%
Winner
SPY
+8.55%
6M
Winner
IGD
+10.82%
SPY
+8.18%
1Y
IGD
+19.35%
Winner
SPY
+25.79%
5Y(CAGR)
IGD
+10.79%
Winner
SPY
+13.32%
10Y(CAGR)
IGD
+8.94%
Winner
SPY
+15.19%
Max(CAGR)
IGD
+5.31%
Winner
SPY
+8.47%

IGD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIGDSPY
2026+11.80%+8.26%
2025+17.40%+18.00%
2024+21.59%+25.59%
2023+1.52%+26.72%
2022-5.17%-18.64%
2021+30.35%+30.52%
2020-7.55%+17.28%
2019+15.38%+31.09%
2018-16.71%-5.24%
2017+25.47%+20.78%
2016+10.55%+13.59%
2015-5.55%+1.31%
2014+4.15%+14.56%
2013+12.66%+29.00%
2012+12.13%+14.17%
2011-11.30%+0.85%
2010-0.43%+13.14%
2009+40.90%+22.67%
2008-32.54%-36.25%
2007-13.29%+5.32%
2006+33.18%+13.85%
2005-8.42%+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%

IGD vs SPY Drawdown Comparison

The maximum drawdown for IGD was -59.27%, occurring on Nov 20, 2008. Recovery took 1712 trading sessions.

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

The current IGD drawdown is -3.01%. The current SPY drawdown is -2.90%.

RankIGDSPY
#1-59.27%
Jun 1, 2007 - Mar 20, 2014
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-41.01%
Jan 24, 2018 - Apr 16, 2021
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-27.27%
Aug 27, 2014 - Feb 28, 2017
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-15.80%
Jan 12, 2022 - Mar 12, 2024
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-15.14%
Aug 31, 2005 - Jul 5, 2006
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-11.01%
Mar 31, 2025 - May 16, 2025
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-9.82%
Dec 27, 2006 - May 31, 2007
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.29%
Sep 3, 2021 - Dec 22, 2021
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.20%
Mar 2, 2026 - Apr 14, 2026
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.56%
Oct 23, 2017 - Jan 11, 2018
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.48%
Jul 24, 2014 - Aug 25, 2014
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.35%
Dec 3, 2024 - Feb 19, 2025
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.94%
Mar 28, 2024 - May 15, 2024
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.88%
Sep 19, 2025 - Dec 22, 2025
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.84%
Jul 31, 2024 - Aug 15, 2024
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

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

0.97
-101

Dividend Comparison (1999 - 2026)

IGD vs SPY dividend yield comparison.

YearIGDSPY
20264.09%0.24%
202510.49%1.07%
202410.52%1.21%
20239.66%1.40%
20228.87%1.65%
20217.73%1.20%
20209.20%1.52%
201910.47%1.75%
201812.49%2.04%
20179.45%1.80%
201613.23%2.03%
201513.03%2.06%
201410.96%1.87%
201310.91%1.81%
201213.03%2.18%
201113.81%2.05%
201012.21%1.80%
200914.87%1.95%
200818.46%3.02%
200712.49%1.85%
20067.91%1.73%
20057.76%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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