IGD vs VSLU

Comparison between Voya Global Equity Dividend and Premium Opportunity Fund (IGD, ETF) and APPLIED FINANCE VALUATION LARGE CAP ETF (VSLU, ETF).

5-Year PerformanceVSLU has outperformed IGD, delivering a return of +13.8% compared to +10.8%

IGD vs VSLU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGD(ETF)	VSLU(ETF)
Net Assets	$495M	$496M
Expense Ratio	N/A	0.49%
Max Drawdown	82.53%	23.86%
Sharpe Ratio	1.19	1.43
5Y Beta	0.55	0.90
P/E Ratio	N/A	25.62
Forward P/E	N/A	20.05
5Y Dividends CAGR	4.56%	N/A
5Y EPS CAGR	N/A	26.73%
Debt to Equity	N/A	27.68%
P/S Ratio	N/A	2.93
P/B Ratio	N/A	6.54

Net Assets

IGD

$495M

Winner

VSLU

$496M

Expense Ratio

IGD

N/A

VSLU

0.49%

Max Drawdown

IGD

82.53%

Winner

VSLU

23.86%

Sharpe Ratio

IGD

1.19

Winner

VSLU

1.43

5Y Beta

Winner

IGD

0.55

VSLU

0.90

P/E Ratio

IGD

N/A

VSLU

25.62

Forward P/E

IGD

N/A

VSLU

20.05

5Y Dividends CAGR

IGD

4.56%

VSLU

N/A

5Y EPS CAGR

IGD

N/A

VSLU

26.73%

Debt to Equity

IGD

N/A

VSLU

27.68%

P/S Ratio

IGD

N/A

VSLU

2.93

P/B Ratio

IGD

N/A

VSLU

6.54

IGD vs VSLU - Historical Returns

Returns include dividend reinvestment.

Period	IGD	VSLU
1 month	+2.82%	+2.18%
3 months	+7.11%	+5.14%
6 months	+10.82%	+5.31%
1 year	+19.35%	+23.59%
5 years(CAGR)	+10.79%	+13.76%
10 years(CAGR)	+8.94%	N/A
Max(CAGR)	+5.31%	+13.56%

Winner

IGD

+2.82%

VSLU

+2.18%

Winner

IGD

+7.11%

VSLU

+5.14%

Winner

IGD

+10.82%

VSLU

+5.31%

IGD

+19.35%

Winner

VSLU

+23.59%

5Y(CAGR)

IGD

+10.79%

Winner

VSLU

+13.76%

10Y(CAGR)

IGD

+8.94%

VSLU

N/A

Max(CAGR)

IGD

+5.31%

Winner

VSLU

+13.56%

IGD vs VSLU - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	IGD	VSLU
2026	+11.80%	+5.81%
2025	+17.40%	+21.62%
2024	+21.59%	+24.63%
2023	+1.52%	+26.90%
2022	-5.17%	-16.22%
2021	+30.35%	+14.04%
2020	-7.55%	N/A
2019	+15.38%	N/A
2018	-16.71%	N/A
2017	+25.47%	N/A
2016	+10.55%	N/A
2015	-5.55%	N/A
2014	+4.15%	N/A
2013	+12.66%	N/A
2012	+12.13%	N/A
2011	-11.30%	N/A
2010	-0.43%	N/A
2009	+40.90%	N/A
2008	-32.54%	N/A
2007	-13.29%	N/A
2006	+33.18%	N/A
2005	-8.42%	N/A

IGD vs VSLU Drawdown Comparison

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

The maximum drawdown for VSLU was -23.86%, occurring on Sep 30, 2022. Recovery took 396 trading sessions.

The current IGD drawdown is -3.01%. The current VSLU drawdown is -2.25%.

Rank	IGD	VSLU
#1	-59.27% Jun 1, 2007 - Mar 20, 2014	-23.86% Dec 29, 2021 - Jul 28, 2023
#2	-41.01% Jan 24, 2018 - Apr 16, 2021	-17.89% Feb 18, 2025 - Jun 10, 2025
#3	-27.27% Aug 27, 2014 - Feb 28, 2017	-9.18% Aug 1, 2023 - Nov 20, 2023
#4	-15.80% Jan 12, 2022 - Mar 12, 2024	-9.16% Feb 25, 2026 - Apr 15, 2026
#5	-15.14% Aug 31, 2005 - Jul 5, 2006	-7.15% Jul 16, 2024 - Aug 21, 2024
#6	-11.01% Mar 31, 2025 - May 16, 2025	-6.09% Aug 30, 2021 - Nov 3, 2021
#7	-9.82% Dec 27, 2006 - May 31, 2007	-5.39% Apr 1, 2024 - May 15, 2024
#8	-6.29% Sep 3, 2021 - Dec 22, 2021	-4.72% Nov 5, 2025 - Dec 11, 2025
#9	-6.20% Mar 2, 2026 - Apr 14, 2026	-4.08% Nov 16, 2021 - Dec 8, 2021
#10	-5.56% Oct 23, 2017 - Jan 11, 2018	-4.07% Aug 30, 2024 - Sep 19, 2024
#11	-5.48% Jul 24, 2014 - Aug 25, 2014	-3.94% May 7, 2021 - Jun 10, 2021
#12	-5.35% Dec 3, 2024 - Feb 19, 2025	-3.71% Dec 16, 2024 - Jan 23, 2025
#13	-4.94% Mar 28, 2024 - May 15, 2024	-3.29% Dec 24, 2025 - Feb 25, 2026
#14	-4.88% Sep 19, 2025 - Dec 22, 2025	-2.69% Oct 14, 2024 - Nov 6, 2024
#15	-4.84% Jul 31, 2024 - Aug 15, 2024	-2.64% Oct 8, 2025 - Oct 21, 2025

Correlation

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

0.97

-101

Dividend Comparison (2005 - 2026)

IGD vs VSLU dividend yield comparison.

Year	IGD	VSLU
2026	4.09%	0.00%
2025	10.49%	0.46%
2024	10.52%	0.60%
2023	9.66%	0.60%
2022	8.87%	0.99%
2021	7.73%	0.57%
2020	9.20%	0.00%
2019	10.47%	0.00%
2018	12.49%	0.00%
2017	9.45%	0.00%
2016	13.23%	0.00%
2015	13.03%	0.00%
2014	10.96%	0.00%
2013	10.91%	0.00%
2012	13.03%	0.00%
2011	13.81%	0.00%
2010	12.21%	0.00%
2009	14.87%	0.00%
2008	18.46%	0.00%
2007	12.49%	0.00%
2006	7.91%	0.00%
2005	7.76%	0.00%