IIGD vs RMNY
Comparison between INVESCO INVESTMENT GRADE DEFENSIVE ETF (IIGD, ETF) and ROCKEFELLER NEW YORK MUNICIPAL BOND ETF (RMNY, ETF).
IIGD vs RMNY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IIGD
$27M
Winner
RMNY
$27M
Expense Ratio
Winner
IIGD
0.13%
RMNY
0.55%
Max Drawdown
IIGD
15.67%
Winner
RMNY
7.54%
Sharpe Ratio
IIGD
-0.51
Winner
RMNY
0.93
5Y Beta
Winner
IIGD
0.03
RMNY
0.06
5Y Dividends CAGR
IIGD
7.48%
RMNY
N/A
IIGD vs RMNY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IIGD
-0.39%
RMNY
-1.35%
3M
IIGD
-0.52%
Winner
RMNY
-0.42%
6M
IIGD
-0.20%
Winner
RMNY
+1.40%
1Y
IIGD
+2.73%
Winner
RMNY
+7.79%
5Y(CAGR)
IIGD
+1.48%
RMNY
N/A
Max(CAGR)
Winner
IIGD
+2.74%
RMNY
+2.42%
IIGD vs RMNY - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IIGD | RMNY |
|---|---|---|
| 2026 | -0.10% | +1.40% |
| 2025 | +7.08% | +2.22% |
| 2024 | +4.25% | +0.86% |
| 2023 | +5.54% | N/A |
| 2022 | -7.06% | N/A |
| 2021 | -1.31% | N/A |
| 2020 | +6.26% | N/A |
| 2019 | +7.32% | N/A |
| 2018 | +0.86% | N/A |
IIGD vs RMNY Drawdown Comparison
The maximum drawdown for IIGD was -11.43%, occurring on Oct 20, 2022. Recovery took 762 trading sessions.
The maximum drawdown for RMNY was -5.70%, occurring on Apr 11, 2025. Recovery took 218 trading sessions.
The current IIGD drawdown is -1.14%. The current RMNY drawdown is -1.99%.
| Rank | IIGD | RMNY |
|---|---|---|
| #1 | -11.43% Aug 3, 2021 - Aug 14, 2024 | -5.70% Dec 2, 2024 - Oct 16, 2025 |
| #2 | -8.58% Mar 4, 2020 - Apr 24, 2020 | -2.28% Feb 27, 2026 - Apr 17, 2026 |
| #3 | -1.97% Sep 24, 2024 - Feb 25, 2025 | -1.99% Jun 29, 2026 - Jul 23, 2026 |
| #4 | -1.67% Feb 27, 2026 - Mar 26, 2026 | -1.76% Oct 1, 2024 - Nov 21, 2024 |
| #5 | -1.65% Dec 31, 2020 - Aug 2, 2021 | -1.38% May 8, 2026 - May 28, 2026 |
| #6 | -1.59% Apr 3, 2025 - Apr 25, 2025 | -1.00% Oct 27, 2025 - Feb 5, 2026 |
| #7 | -1.33% Sep 3, 2019 - Oct 2, 2019 | -0.36% Jun 4, 2026 - Jun 18, 2026 |
| #8 | -0.94% Oct 3, 2019 - Jan 21, 2020 | -0.35% Apr 24, 2026 - May 8, 2026 |
| #9 | -0.87% Apr 30, 2025 - May 30, 2025 | -0.20% Sep 16, 2024 - Sep 27, 2024 |
| #10 | -0.80% Aug 4, 2020 - Dec 24, 2020 | -0.19% Jun 2, 2026 - Jun 4, 2026 |
| #11 | -0.58% Oct 22, 2018 - Dec 14, 2018 | -0.18% Feb 10, 2026 - Feb 12, 2026 |
| #12 | -0.55% Jun 2, 2020 - Jun 18, 2020 | -0.14% Feb 5, 2026 - Feb 9, 2026 |
| #13 | -0.55% Jun 30, 2025 - Jul 22, 2025 | -0.12% Aug 14, 2024 - Aug 16, 2024 |
| #14 | -0.55% Mar 28, 2019 - May 7, 2019 | -0.11% May 29, 2026 - Jun 2, 2026 |
| #15 | -0.52% Oct 21, 2025 - Nov 24, 2025 | -0.08% Aug 23, 2024 - Aug 29, 2024 |
Correlation
Correlation between IIGD and RMNY is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.60
-101
Dividend Comparison (2018 - 2026)
IIGD vs RMNY dividend yield comparison.
| Year | IIGD | RMNY |
|---|---|---|
| 2026 | 2.47% | 2.15% |
| 2025 | 4.25% | 4.10% |
| 2024 | 4.13% | 1.31% |
| 2023 | 3.74% | 0.00% |
| 2022 | 1.73% | 0.00% |
| 2021 | 1.77% | 0.00% |
| 2020 | 3.21% | 0.00% |
| 2019 | 2.44% | 0.00% |
| 2018 | 1.23% | 0.00% |
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