IGD vs XBB

Comparison between Voya Global Equity Dividend and Premium Opportunity Fund (IGD, ETF) and BONDBLOXX BB RATED USD HIGH YIELD CORPORATE BOND ETF (XBB, ETF).

IGD vs XBB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGD(ETF)	XBB(ETF)
Net Assets	$518M	$518M
Expense Ratio	N/A	0.20%
Max Drawdown	82.53%	10.50%
Sharpe Ratio	1.56	0.22
5Y Beta	0.55	0.19
5Y Dividends CAGR	2.90%	N/A

Net Assets

Winner

IGD

$518M

XBB

$518M

Expense Ratio

IGD

N/A

XBB

0.20%

Max Drawdown

IGD

82.53%

Winner

XBB

10.50%

Sharpe Ratio

Winner

IGD

1.56

XBB

0.22

5Y Beta

IGD

0.55

Winner

XBB

0.19

5Y Dividends CAGR

IGD

2.90%

XBB

N/A

IGD vs XBB - Historical Returns

Returns include dividend reinvestment.

Period	IGD	XBB
1 month	+4.40%	+1.35%
3 months	+6.60%	+1.10%
6 months	+16.12%	+1.27%
1 year	+24.10%	+4.76%
5 years(CAGR)	+11.82%	+5.57%
10 years(CAGR)	+9.33%	N/A
Max(CAGR)	+5.72%	+5.57%

Winner

IGD

+4.40%

XBB

+1.35%

Winner

IGD

+6.60%

XBB

+1.10%

Winner

IGD

+16.12%

XBB

+1.27%

Winner

IGD

+24.10%

XBB

+4.76%

5Y(CAGR)

Winner

IGD

+11.82%

XBB

+5.57%

10Y(CAGR)

IGD

+9.33%

XBB

N/A

Max(CAGR)

Winner

IGD

+5.72%

XBB

+5.57%

IGD vs XBB - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	IGD	XBB
2026	+22.87%	+2.21%
2025	+17.40%	+8.37%
2024	+21.59%	+6.74%
2023	+1.52%	+10.44%
2022	-5.17%	-3.80%
2021	+30.35%	N/A
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 XBB Drawdown Comparison

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

The maximum drawdown for XBB was -8.88%, occurring on Sep 27, 2022. Recovery took 170 trading sessions.

The current IGD drawdown is -1.34%. The current XBB drawdown is -0.02%.

Rank	IGD	XBB
#1	-59.27% Jun 1, 2007 - Mar 20, 2014	-8.88% May 27, 2022 - Feb 1, 2023
#2	-41.01% Jan 24, 2018 - Apr 16, 2021	-4.93% Feb 2, 2023 - Jul 12, 2023
#3	-27.27% Aug 27, 2014 - Feb 28, 2017	-3.86% Jul 13, 2023 - Nov 3, 2023
#4	-15.80% Jan 12, 2022 - Mar 12, 2024	-3.79% Mar 3, 2025 - May 12, 2025
#5	-15.14% Aug 31, 2005 - Jul 5, 2006	-2.80% Feb 26, 2026 - May 28, 2026
#6	-11.01% Mar 31, 2025 - May 16, 2025	-2.19% Nov 26, 2024 - Feb 19, 2025
#7	-9.82% Dec 27, 2006 - May 31, 2007	-1.57% Mar 28, 2024 - May 3, 2024
#8	-6.29% Sep 3, 2021 - Dec 22, 2021	-1.47% Sep 22, 2025 - Oct 24, 2025
#9	-6.20% Mar 2, 2026 - Apr 14, 2026	-1.44% Oct 30, 2025 - Nov 28, 2025
#10	-5.56% Oct 23, 2017 - Jan 11, 2018	-1.38% Dec 27, 2023 - Jan 29, 2024
#11	-5.48% Jul 24, 2014 - Aug 25, 2014	-1.30% Sep 24, 2024 - Nov 26, 2024
#12	-5.35% Dec 3, 2024 - Feb 19, 2025	-1.20% Feb 1, 2024 - Mar 8, 2024
#13	-4.94% Mar 28, 2024 - May 15, 2024	-1.08% Jul 6, 2026 - Aug 7, 2026
#14	-4.88% Sep 19, 2025 - Dec 22, 2025	-0.84% Jul 31, 2024 - Aug 13, 2024
#15	-4.84% Jul 31, 2024 - Aug 15, 2024	-0.78% Jun 30, 2025 - Jul 21, 2025

Correlation

Correlation between IGD and XBB is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2005 - 2026)

IGD vs XBB dividend yield comparison.

Year	IGD	XBB
2026	5.30%	3.19%
2025	10.49%	5.42%
2024	10.52%	6.35%
2023	9.66%	6.15%
2022	8.87%	3.73%
2021	7.73%	0.00%
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%