IGLB vs GDV

Comparison between ISHARES 10+ YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGLB, ETF) and Gabelli Dividend & Income Trust (GDV, ETF).

5-Year PerformanceGDV has outperformed IGLB, delivering a return of +8.6% compared to -1.6%

IGLB vs GDV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGLB(ETF)	GDV(ETF)
Net Assets	$2.60B	$2.70B
Expense Ratio	0.04%	N/A
Max Drawdown	39.97%	73.33%
Sharpe Ratio	0.52	1.93
5Y Beta	0.21	0.77
5Y Dividends CAGR	4.46%	5.44%

Net Assets

IGLB

$2.60B

Winner

GDV

$2.70B

Expense Ratio

IGLB

0.04%

GDV

N/A

Max Drawdown

Winner

IGLB

39.97%

GDV

73.33%

Sharpe Ratio

IGLB

0.52

Winner

GDV

1.93

5Y Beta

Winner

IGLB

0.21

GDV

0.77

5Y Dividends CAGR

IGLB

4.46%

Winner

GDV

5.44%

IGLB vs GDV - Historical Returns

Returns include dividend reinvestment.

Period	IGLB	GDV
1 month	+0.32%	+3.73%
3 months	-0.12%	+1.17%
6 months	+0.51%	+12.55%
1 year	+8.51%	+29.28%
5 years(CAGR)	-1.55%	+8.60%
10 years(CAGR)	+2.41%	+11.37%
Max(CAGR)	+4.33%	+8.55%

IGLB

+0.32%

Winner

GDV

+3.73%

IGLB

-0.12%

Winner

GDV

+1.17%

IGLB

+0.51%

Winner

GDV

+12.55%

IGLB

+8.51%

Winner

GDV

+29.28%

5Y(CAGR)

IGLB

-1.55%

Winner

GDV

+8.60%

10Y(CAGR)

IGLB

+2.41%

Winner

GDV

+11.37%

Max(CAGR)

IGLB

+4.33%

Winner

GDV

+8.55%

IGLB vs GDV - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	IGLB	GDV
2026	+0.88%	+6.94%
2025	+7.47%	+22.91%
2024	-0.58%	+18.64%
2023	+9.75%	+11.63%
2022	-24.20%	-19.09%
2021	-0.96%	+35.21%
2020	+12.71%	+4.02%
2019	+22.84%	+26.19%
2018	-6.19%	-17.09%
2017	+11.45%	+23.45%
2016	+9.78%	+19.57%
2015	-6.13%	-8.54%
2014	+15.38%	+6.24%
2013	-7.90%	+40.03%
2012	+12.74%	+10.49%
2011	+16.81%	+5.74%
2010	+10.32%	+21.68%
2009	-0.47%	+31.91%
2008	N/A	-44.37%
2007	N/A	+6.34%
2006	N/A	+27.58%
2005	N/A	+4.16%
2004	N/A	-4.13%
2003	N/A	+0.00%

IGLB vs GDV Drawdown Comparison

The maximum drawdown for IGLB was -34.13%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The maximum drawdown for GDV was -68.82%, occurring on Mar 9, 2009. Recovery took 956 trading sessions.

The current IGLB drawdown is -13.79%. The current GDV drawdown is -1.09%.

Rank	IGLB	GDV
#1	-34.13% Sep 22, 2021 - Oct 24, 2022	-68.82% Jul 13, 2007 - Apr 28, 2011
#2	-27.72% Mar 6, 2020 - Jul 9, 2020	-53.05% Jan 17, 2020 - Dec 2, 2020
#3	-14.42% May 2, 2013 - May 15, 2014	-28.61% Sep 21, 2018 - Jan 16, 2020
#4	-11.20% Jan 30, 2015 - Jun 8, 2016	-28.33% Nov 16, 2021 - Jul 12, 2024
#5	-10.23% Aug 6, 2020 - Aug 4, 2021	-26.21% Jun 23, 2014 - Aug 12, 2016
#6	-9.70% Dec 15, 2017 - Mar 28, 2019	-22.59% Jul 7, 2011 - Mar 16, 2012
#7	-9.22% Jul 8, 2016 - Jun 20, 2017	-16.69% Dec 17, 2003 - Jun 16, 2005
#8	-7.48% Aug 26, 2010 - May 17, 2011	-16.07% Feb 19, 2025 - May 20, 2025
#9	-5.13% Nov 13, 2012 - May 1, 2013	-11.99% Jan 25, 2018 - Aug 9, 2018
#10	-4.94% Aug 28, 2019 - Dec 13, 2019	-11.85% May 1, 2012 - Aug 10, 2012
#11	-4.40% Nov 1, 2011 - Feb 27, 2012	-11.65% Oct 17, 2012 - Jan 4, 2013
#12	-4.33% Aug 28, 2014 - Oct 14, 2014	-9.76% Feb 17, 2026 - Apr 17, 2026
#13	-4.20% Aug 10, 2011 - Sep 21, 2011	-9.24% May 21, 2013 - Jul 17, 2013
#14	-3.89% Feb 28, 2012 - May 3, 2012	-9.08% Aug 23, 2016 - Nov 23, 2016
#15	-3.85% Sep 22, 2011 - Oct 25, 2011	-8.03% Dec 27, 2013 - Mar 4, 2014

Correlation

Correlation between IGLB and GDV is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2004 - 2026)

IGLB vs GDV dividend yield comparison.

Year	IGLB	GDV
2026	1.78%	2.06%
2025	5.14%	6.05%
2024	5.10%	5.47%
2023	4.59%	6.10%
2022	4.56%	6.84%
2021	3.16%	5.11%
2020	3.22%	6.15%
2019	3.73%	6.01%
2018	4.56%	7.21%
2017	3.94%	5.64%
2016	4.21%	6.59%
2015	4.57%	6.72%
2014	3.76%	6.23%
2013	4.66%	4.65%
2012	4.37%	5.93%
2011	4.45%	5.84%
2010	5.29%	4.95%
2009	0.31%	7.55%
2008	0.00%	12.62%
2007	0.00%	8.03%
2006	0.00%	5.96%
2005	0.00%	7.26%
2004	0.00%	6.69%