IGHG vs EDOW

Comparison between PROSHARES INVESTMENT GRADE-INTEREST RATE HEDGED (IGHG, ETF) and FIRST TRUST DOW 30 EQUAL WEIGHT ETF (EDOW, ETF).

5-Year PerformanceEDOW has outperformed IGHG, delivering a return of +9.7% compared to +5.1%

IGHG vs EDOW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGHG(ETF)	EDOW(ETF)
Net Assets	$309M	$310M
Expense Ratio	0.30%	0.50%
Max Drawdown	30.24%	33.72%
Sharpe Ratio	0.66	1.32
5Y Beta	0.13	0.73
P/E Ratio	N/A	24.00
Forward P/E	N/A	20.11
PEG Ratio	N/A	0.65
5Y Dividends CAGR	15.89%	1.83%
5Y EPS CAGR	N/A	14.25%
Debt to Equity	N/A	-4.17%
P/S Ratio	N/A	2.89
P/B Ratio	N/A	5.50

Net Assets

IGHG

$309M

Winner

EDOW

$310M

Expense Ratio

Winner

IGHG

0.30%

EDOW

0.50%

Max Drawdown

Winner

IGHG

30.24%

EDOW

33.72%

Sharpe Ratio

IGHG

0.66

Winner

EDOW

1.32

5Y Beta

Winner

IGHG

0.13

EDOW

0.73

P/E Ratio

IGHG

N/A

EDOW

24.00

Forward P/E

IGHG

N/A

EDOW

20.11

PEG Ratio

IGHG

N/A

EDOW

0.65

5Y Dividends CAGR

Winner

IGHG

15.89%

EDOW

1.83%

5Y EPS CAGR

IGHG

N/A

EDOW

14.25%

Debt to Equity

IGHG

N/A

EDOW

-4.17%

P/S Ratio

IGHG

N/A

EDOW

2.89

P/B Ratio

IGHG

N/A

EDOW

5.50

IGHG vs EDOW - Historical Returns

Returns include dividend reinvestment.

Period	IGHG	EDOW
1 month	+0.09%	+3.51%
3 months	+2.84%	+7.02%
6 months	+2.05%	+7.55%
1 year	+5.64%	+20.91%
5 years(CAGR)	+5.08%	+9.70%
10 years(CAGR)	+4.82%	+11.41%
Max(CAGR)	+3.73%	+11.41%

IGHG

+0.09%

Winner

EDOW

+3.51%

IGHG

+2.84%

Winner

EDOW

+7.02%

IGHG

+2.05%

Winner

EDOW

+7.55%

IGHG

+5.64%

Winner

EDOW

+20.91%

5Y(CAGR)

IGHG

+5.08%

Winner

EDOW

+9.70%

10Y(CAGR)

IGHG

+4.82%

Winner

EDOW

+11.41%

Max(CAGR)

IGHG

+3.73%

Winner

EDOW

+11.41%

IGHG vs EDOW - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	IGHG	EDOW
2026	+1.78%	+7.21%
2025	+5.76%	+15.69%
2024	+9.63%	+12.96%
2023	+11.70%	+15.33%
2022	-1.31%	-8.20%
2021	+1.33%	+19.78%
2020	+1.07%	+5.39%
2019	+12.91%	+23.96%
2018	-4.17%	-2.03%
2017	+4.59%	+11.90%
2016	+8.86%	N/A
2015	-1.46%	N/A
2014	-2.34%	N/A
2013	+2.68%	N/A

IGHG vs EDOW Drawdown Comparison

The maximum drawdown for IGHG was -25.16%, occurring on Mar 20, 2020. Recovery took 218 trading sessions.

The maximum drawdown for EDOW was -33.72%, occurring on Mar 23, 2020. Recovery took 193 trading sessions.

The current IGHG drawdown is -0.31%.

Rank	IGHG	EDOW
#1	-25.16% Jan 22, 2020 - Dec 1, 2020	-33.72% Feb 12, 2020 - Nov 16, 2020
#2	-11.69% Jun 19, 2014 - Dec 7, 2016	-21.98% Jan 4, 2022 - Dec 1, 2023
#3	-8.75% Sep 29, 2021 - Jun 7, 2023	-15.51% Feb 19, 2025 - Jun 27, 2025
#4	-7.16% Feb 1, 2018 - Apr 12, 2019	-15.49% Oct 2, 2018 - Mar 18, 2019
#5	-3.73% Jan 27, 2025 - May 16, 2025	-10.73% Jan 29, 2018 - Aug 27, 2018
#6	-2.63% Jul 12, 2024 - Aug 23, 2024	-8.73% Feb 6, 2026 - May 22, 2026
#7	-2.61% Jul 26, 2019 - Oct 21, 2019	-7.51% Jul 15, 2019 - Nov 1, 2019
#8	-2.37% Apr 22, 2019 - Jun 21, 2019	-6.65% Nov 8, 2021 - Dec 27, 2021
#9	-1.86% Jan 3, 2014 - Feb 28, 2014	-6.59% Jul 17, 2024 - Aug 29, 2024
#10	-1.78% Jun 25, 2021 - Sep 27, 2021	-6.32% Apr 23, 2019 - Jun 19, 2019
#11	-1.75% Feb 2, 2026 - Apr 13, 2026	-5.42% Dec 4, 2024 - Jan 28, 2025
#12	-1.61% Mar 31, 2021 - Jun 16, 2021	-5.05% Mar 28, 2024 - Jul 16, 2024
#13	-1.48% Apr 9, 2014 - Jun 19, 2014	-4.71% Aug 16, 2021 - Nov 2, 2021
#14	-1.44% Mar 1, 2021 - Mar 31, 2021	-4.23% Jan 21, 2021 - Feb 8, 2021
#15	-1.42% Oct 27, 2017 - Dec 15, 2017	-4.00% Nov 12, 2025 - Dec 3, 2025

Correlation

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

0.97

-101

Dividend Comparison (2013 - 2026)

IGHG vs EDOW dividend yield comparison.

Year	IGHG	EDOW
2026	2.13%	0.30%
2025	5.14%	1.31%
2024	5.06%	1.65%
2023	4.99%	1.93%
2022	3.55%	1.91%
2021	2.50%	1.52%
2020	2.79%	1.84%
2019	3.48%	1.88%
2018	4.13%	1.82%
2017	3.36%	0.75%
2016	3.37%	0.00%
2015	3.65%	0.00%
2014	3.58%	0.00%
2013	0.55%	0.00%