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IGD vs VCV

Comparison between Voya Global Equity Dividend and Premium Opportunity Fund (IGD, ETF) and Invesco California Value Municipal Income Trust (VCV, ETF).

5-Year PerformanceIGD has outperformed VCV, delivering a return of +10.8% compared to +0.6%

IGD vs VCV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IGD
$495M
Winner
VCV
$495M
Max Drawdown
IGD
82.53%
Winner
VCV
63.94%
Sharpe Ratio
Winner
IGD
1.19
VCV
0.75
5Y Beta
IGD
0.55
Winner
VCV
0.12
5Y Dividends CAGR
IGD
4.56%
Winner
VCV
6.81%

IGD vs VCV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IGD
+2.82%
VCV
+1.46%
3M
Winner
IGD
+7.11%
VCV
-1.77%
6M
Winner
IGD
+10.82%
VCV
+2.84%
1Y
Winner
IGD
+19.35%
VCV
+11.72%
5Y(CAGR)
Winner
IGD
+10.79%
VCV
+0.58%
10Y(CAGR)
Winner
IGD
+8.94%
VCV
+2.46%
Max(CAGR)
Winner
IGD
+5.31%
VCV
+5.14%

IGD vs VCV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIGDVCV
2026+11.80%-1.62%
2025+17.40%+7.58%
2024+21.59%+18.51%
2023+1.52%+6.44%
2022-5.17%-28.13%
2021+30.35%+10.23%
2020-7.55%+7.95%
2019+15.38%+16.48%
2018-16.71%-5.26%
2017+25.47%+8.65%
2016+10.55%-3.54%
2015-5.55%+8.92%
2014+4.15%+20.40%
2013+12.66%-12.87%
2012+12.13%+12.78%
2011-11.30%+23.63%
2010-0.43%+1.94%
2009+40.90%+55.43%
2008-32.54%-45.40%
2007-13.29%+1.50%
2006+33.18%+11.44%
2005-8.42%+7.67%
2004N/A-6.37%
2003N/A+14.77%
2002N/A+10.83%
2001N/A+8.40%
2000N/A+10.38%
1999N/A-0.87%

IGD vs VCV Drawdown Comparison

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

The maximum drawdown for VCV was -58.93%, occurring on Dec 15, 2008. Recovery took 829 trading sessions.

The current IGD drawdown is -3.01%. The current VCV drawdown is -4.03%.

RankIGDVCV
#1-59.27%
Jun 1, 2007 - Mar 20, 2014
-58.93%
May 11, 2007 - Aug 25, 2010
#2-41.01%
Jan 24, 2018 - Apr 16, 2021
-38.54%
Nov 12, 2021 - Feb 27, 2026
#3-27.27%
Aug 27, 2014 - Feb 28, 2017
-31.73%
Feb 21, 2020 - Dec 18, 2020
#4-15.80%
Jan 12, 2022 - Mar 12, 2024
-21.75%
Aug 17, 2012 - Dec 2, 2014
#5-15.14%
Aug 31, 2005 - Jul 5, 2006
-18.38%
Sep 8, 2010 - Oct 31, 2011
#6-11.01%
Mar 31, 2025 - May 16, 2025
-18.02%
Jul 8, 2016 - Jun 20, 2019
#7-9.82%
Dec 27, 2006 - May 31, 2007
-17.84%
Mar 17, 2004 - Jul 29, 2005
#8-6.29%
Sep 3, 2021 - Dec 22, 2021
-10.15%
Mar 2, 2012 - May 4, 2012
#9-6.20%
Mar 2, 2026 - Apr 14, 2026
-8.93%
Nov 8, 1999 - Apr 6, 2000
#10-5.56%
Oct 23, 2017 - Jan 11, 2018
-8.45%
Sep 3, 2019 - Feb 6, 2020
#11-5.48%
Jul 24, 2014 - Aug 25, 2014
-8.29%
Feb 27, 2026 - Apr 6, 2026
#12-5.35%
Dec 3, 2024 - Feb 19, 2025
-8.25%
Feb 2, 2015 - Oct 30, 2015
#13-4.94%
Mar 28, 2024 - May 15, 2024
-8.00%
Apr 11, 2000 - Jun 20, 2000
#14-4.88%
Sep 19, 2025 - Dec 22, 2025
-7.94%
Sep 15, 2021 - Nov 8, 2021
#15-4.84%
Jul 31, 2024 - Aug 15, 2024
-7.93%
Feb 15, 2001 - Jul 24, 2001

Correlation

Correlation between IGD and VCV is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (2000 - 2026)

IGD vs VCV dividend yield comparison.

YearIGDVCV
20264.09%3.03%
202510.49%6.96%
202410.52%5.76%
20239.66%4.16%
20228.87%5.46%
20217.73%4.09%
20209.20%4.07%
201910.47%4.43%
201812.49%5.46%
20179.45%5.10%
201613.23%5.86%
201513.03%5.98%
201410.96%6.16%
201310.91%6.95%
201213.03%6.42%
201113.81%7.09%
201012.21%8.09%
200914.87%7.46%
200818.46%11.06%
200712.49%5.32%
20067.91%5.55%
20057.76%7.45%
20040.00%7.40%
20030.00%8.70%
20020.00%6.74%
20010.00%5.92%
20000.00%2.37%

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