IIGD vs CUT

Comparison between INVESCO INVESTMENT GRADE DEFENSIVE ETF (IIGD, ETF) and INVESCO MSCI GLOBAL TIMBER ETF (CUT, ETF).

5-Year PerformanceIIGD has outperformed CUT, delivering a return of +1.7% compared to -2.8%

IIGD vs CUT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IIGD(ETF)	CUT(ETF)
Net Assets	$31M	$31M
Expense Ratio	0.13%	0.76%
Max Drawdown	15.67%	71.20%
Sharpe Ratio	0.12	-0.29
5Y Beta	0.03	0.64
5Y Dividends CAGR	7.54%	4.90%

Net Assets

IIGD

$31M

CUT

$31M

Expense Ratio

Winner

IIGD

0.13%

CUT

0.76%

Max Drawdown

Winner

IIGD

15.67%

CUT

71.20%

Sharpe Ratio

Winner

IIGD

0.12

CUT

-0.29

5Y Beta

Winner

IIGD

0.03

CUT

0.64

5Y Dividends CAGR

Winner

IIGD

7.54%

CUT

4.90%

IIGD vs CUT - Historical Returns

Returns include dividend reinvestment.

Period	IIGD	CUT
1 month	+0.41%	+4.90%
3 months	+0.33%	-1.17%
6 months	+0.43%	-2.59%
1 year	+4.00%	-3.69%
5 years(CAGR)	+1.68%	-2.84%
10 years(CAGR)	N/A	+4.55%
Max(CAGR)	+2.83%	+2.80%

IIGD

+0.41%

Winner

CUT

+4.90%

Winner

IIGD

+0.33%

CUT

-1.17%

Winner

IIGD

+0.43%

CUT

-2.59%

Winner

IIGD

+4.00%

CUT

-3.69%

5Y(CAGR)

Winner

IIGD

+1.68%

CUT

-2.84%

10Y(CAGR)

IIGD

N/A

CUT

+4.55%

Max(CAGR)

Winner

IIGD

+2.83%

CUT

+2.80%

IIGD vs CUT - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IIGD	CUT
2026	+0.31%	-4.85%
2025	+7.08%	-5.86%
2024	+4.25%	+2.66%
2023	+5.54%	+8.42%
2022	-7.06%	-15.92%
2021	-1.31%	+12.98%
2020	+6.26%	+18.11%
2019	+7.32%	+22.12%
2018	+0.86%	-22.31%
2017	N/A	+29.21%
2016	N/A	+8.98%
2015	N/A	-0.73%
2014	N/A	-2.23%
2013	N/A	+24.95%
2012	N/A	+21.44%
2011	N/A	-19.23%
2010	N/A	+16.52%
2009	N/A	+46.82%
2008	N/A	-48.23%
2007	N/A	-2.28%

IIGD vs CUT Drawdown Comparison

The maximum drawdown for IIGD was -11.43%, occurring on Oct 20, 2022. Recovery took 762 trading sessions.

The maximum drawdown for CUT was -70.05%, occurring on Mar 9, 2009. Recovery took 1323 trading sessions.

The current IIGD drawdown is -0.74%. The current CUT drawdown is -21.51%.

Rank	IIGD	CUT
#1	-11.43% Aug 3, 2021 - Aug 14, 2024	-70.05% Dec 10, 2007 - Mar 14, 2013
#2	-8.58% Mar 4, 2020 - Apr 24, 2020	-45.74% Jun 6, 2018 - Dec 8, 2020
#3	-1.97% Sep 24, 2024 - Feb 25, 2025	-31.18% May 10, 2021 - Sep 26, 2022
#4	-1.67% Feb 27, 2026 - Mar 26, 2026	-27.15% May 20, 2015 - Jan 24, 2017
#5	-1.65% Dec 31, 2020 - Aug 2, 2021	-15.78% Mar 6, 2014 - Feb 12, 2015
#6	-1.59% Apr 3, 2025 - Apr 25, 2025	-10.32% May 20, 2013 - Jul 18, 2013
#7	-1.33% Sep 3, 2019 - Oct 2, 2019	-9.07% Jan 26, 2018 - Apr 17, 2018
#8	-0.94% Oct 3, 2019 - Jan 21, 2020	-7.52% Jan 16, 2014 - Feb 28, 2014
#9	-0.87% Apr 30, 2025 - May 30, 2025	-6.21% Mar 28, 2013 - May 8, 2013
#10	-0.80% Aug 4, 2020 - Dec 24, 2020	-5.82% Nov 9, 2007 - Dec 6, 2007
#11	-0.58% Oct 22, 2018 - Dec 14, 2018	-5.60% Jan 7, 2021 - Feb 10, 2021
#12	-0.55% Jun 2, 2020 - Jun 18, 2020	-5.30% Sep 18, 2013 - Oct 16, 2013
#13	-0.55% Jun 30, 2025 - Jul 22, 2025	-4.70% Jul 19, 2017 - Sep 7, 2017
#14	-0.55% Mar 28, 2019 - May 7, 2019	-4.61% Aug 1, 2013 - Sep 9, 2013
#15	-0.52% Oct 21, 2025 - Nov 24, 2025	-4.41% Mar 2, 2015 - Apr 8, 2015

Correlation

Correlation between IIGD and CUT is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.41

-101

Dividend Comparison (2007 - 2026)

IIGD vs CUT dividend yield comparison.

Year	IIGD	CUT
2026	1.74%	0.00%
2025	4.25%	2.46%
2024	4.13%	3.05%
2023	3.74%	2.44%
2022	1.73%	2.58%
2021	1.77%	1.57%
2020	3.21%	1.65%
2019	2.44%	2.67%
2018	1.23%	3.43%
2017	0.00%	1.57%
2016	0.00%	2.08%
2015	0.00%	1.52%
2014	0.00%	2.83%
2013	0.00%	1.39%
2012	0.00%	1.24%
2011	0.00%	2.34%
2010	0.00%	2.88%
2009	0.00%	0.27%
2008	0.00%	3.40%
2007	0.00%	0.35%