IGD vs VVR

Comparison between Voya Global Equity Dividend and Premium Opportunity Fund (IGD, ETF) and Invesco Senior Income Trust (VVR, ETF).

5-Year PerformanceIGD has outperformed VVR, delivering a return of +11.8% compared to +4.3%

IGD vs VVR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGD(ETF)	VVR(ETF)
Net Assets	$518M	$517M
Max Drawdown	82.53%	79.46%
Sharpe Ratio	1.56	-0.72
5Y Beta	0.55	0.41
5Y Dividends CAGR	2.90%	12.78%

Net Assets

Winner

IGD

$518M

VVR

$517M

Max Drawdown

IGD

82.53%

Winner

VVR

79.46%

Sharpe Ratio

Winner

IGD

1.56

VVR

-0.72

5Y Beta

IGD

0.55

Winner

VVR

0.41

5Y Dividends CAGR

IGD

2.90%

Winner

VVR

12.78%

IGD vs VVR - Historical Returns

Returns include dividend reinvestment.

Period	IGD	VVR
1 month	+4.40%	+0.31%
3 months	+6.60%	+0.58%
6 months	+16.12%	-0.26%
1 year	+24.10%	-7.32%
5 years(CAGR)	+11.82%	+4.29%
10 years(CAGR)	+9.33%	+5.40%
Max(CAGR)	+5.72%	+4.01%

Winner

IGD

+4.40%

VVR

+0.31%

Winner

IGD

+6.60%

VVR

+0.58%

Winner

IGD

+16.12%

VVR

-0.26%

Winner

IGD

+24.10%

VVR

-7.32%

5Y(CAGR)

Winner

IGD

+11.82%

VVR

+4.29%

10Y(CAGR)

Winner

IGD

+9.33%

VVR

+5.40%

Max(CAGR)

Winner

IGD

+5.72%

VVR

+4.01%

IGD vs VVR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IGD	VVR
2026	+22.87%	-1.37%
2025	+17.40%	-6.86%
2024	+21.59%	+8.01%
2023	+1.52%	+20.83%
2022	-5.17%	-1.32%
2021	+30.35%	+17.85%
2020	-7.55%	-0.61%
2019	+15.38%	+14.90%
2018	-16.71%	-6.85%
2017	+25.47%	-0.24%
2016	+10.55%	+24.32%
2015	-5.55%	-4.52%
2014	+4.15%	-2.92%
2013	+12.66%	+3.58%
2012	+12.13%	+27.58%
2011	-11.30%	-3.18%
2010	-0.43%	+15.92%
2009	+40.90%	+67.32%
2008	-32.54%	-58.92%
2007	-13.29%	-13.25%
2006	+33.18%	+22.63%
2005	-8.42%	-1.38%
2004	N/A	+1.63%
2003	N/A	+33.74%
2002	N/A	+1.60%
2001	N/A	+5.87%
2000	N/A	+3.10%
1999	N/A	-10.09%

IGD vs VVR Drawdown Comparison

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

The maximum drawdown for VVR was -73.76%, occurring on Dec 15, 2008. Recovery took 1440 trading sessions.

The current IGD drawdown is -1.34%. The current VVR drawdown is -14.06%.

Rank	IGD	VVR
#1	-59.27% Jun 1, 2007 - Mar 20, 2014	-73.76% Jun 19, 2007 - Mar 8, 2013
#2	-41.01% Jan 24, 2018 - Apr 16, 2021	-55.89% Feb 19, 2020 - Jan 14, 2021
#3	-27.27% Aug 27, 2014 - Feb 28, 2017	-23.07% May 10, 2013 - Dec 9, 2016
#4	-15.80% Jan 12, 2022 - Mar 12, 2024	-19.49% Feb 28, 2025 - Apr 7, 2025
#5	-15.14% Aug 31, 2005 - Jul 5, 2006	-18.97% Sep 21, 2000 - Apr 2, 2003
#6	-11.01% Mar 31, 2025 - May 16, 2025	-14.53% Jan 18, 2022 - Feb 15, 2023
#7	-9.82% Dec 27, 2006 - May 31, 2007	-12.46% May 10, 2017 - Feb 28, 2019
#8	-6.29% Sep 3, 2021 - Dec 22, 2021	-12.22% Mar 6, 2023 - Aug 11, 2023
#9	-6.20% Mar 2, 2026 - Apr 14, 2026	-12.03% Nov 16, 1999 - Jul 27, 2000
#10	-5.56% Oct 23, 2017 - Jan 11, 2018	-10.75% Sep 12, 2024 - Feb 18, 2025
#11	-5.48% Jul 24, 2014 - Aug 25, 2014	-10.69% Mar 8, 2005 - May 26, 2006
#12	-5.35% Dec 3, 2024 - Feb 19, 2025	-9.01% Apr 7, 2004 - Feb 4, 2005
#13	-4.94% Mar 28, 2024 - May 15, 2024	-7.29% Oct 10, 2023 - Dec 1, 2023
#14	-4.88% Sep 19, 2025 - Dec 22, 2025	-6.35% May 21, 2024 - Jul 12, 2024
#15	-4.84% Jul 31, 2024 - Aug 15, 2024	-5.36% Jun 29, 2021 - Sep 15, 2021

Correlation

Correlation between IGD and VVR is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (1999 - 2026)

IGD vs VVR dividend yield comparison.

Year	IGD	VVR
2026	5.30%	9.12%
2025	10.49%	13.94%
2024	10.52%	13.06%
2023	9.66%	11.54%
2022	8.87%	11.46%
2021	7.73%	7.22%
2020	9.20%	6.71%
2019	10.47%	6.22%
2018	12.49%	6.68%
2017	9.45%	5.95%
2016	13.23%	6.41%
2015	13.03%	7.97%
2014	10.96%	7.11%
2013	10.91%	7.26%
2012	13.03%	6.25%
2011	13.81%	6.73%
2010	12.21%	6.52%
2009	14.87%	7.46%
2008	18.46%	21.18%
2007	12.49%	10.55%
2006	7.91%	7.89%
2005	7.76%	6.89%
2004	0.00%	5.07%
2003	0.00%	4.42%
2002	0.00%	6.88%
2001	0.00%	9.57%
2000	0.00%	11.27%
1999	0.00%	1.76%