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INVG vs TMET

Comparison between GMO SYSTEMATIC INVESTMENT GRADE CREDIT ETF (INVG, ETF) and ISHARES TRANSITION-ENABLING METALS ETF (TMET, ETF).

INVG vs TMET - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
INVG
$28M
TMET
$28M
Expense Ratio
Winner
INVG
0.25%
TMET
0.47%
Max Drawdown
INVG
4.38%
TMET
N/A
Sharpe Ratio
INVG
0.57
TMET
N/A
5Y Beta
INVG
0.16
Winner
TMET
0.00

INVG vs TMET - Historical Returns

Returns include dividend reinvestment.

1M
INVG
+0.82%
TMET
N/A
3M
INVG
+1.95%
TMET
N/A
6M
INVG
+1.50%
TMET
N/A
1Y
INVG
+5.43%
TMET
N/A
Max(CAGR)
INVG
+5.66%
TMET
N/A

INVG vs TMET - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearINVGTMET
2026+1.06%+0.00%
2025+4.70%N/A

INVG vs TMET Drawdown Comparison

The maximum drawdown for INVG was -3.15%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current INVG drawdown is -0.53%.

RankINVGTMET
#1-3.15%
Feb 20, 2026 - Mar 27, 2026
N/A
#2-1.67%
Oct 28, 2025 - Feb 10, 2026
N/A
#3-1.12%
Jul 1, 2025 - Jul 29, 2025
N/A
#4-0.88%
Sep 16, 2025 - Oct 14, 2025
N/A
#5-0.63%
Jun 4, 2025 - Jun 12, 2025
N/A
#6-0.59%
Aug 13, 2025 - Aug 22, 2025
N/A
#7-0.53%
Jun 12, 2025 - Jun 23, 2025
N/A
#8-0.52%
Aug 28, 2025 - Sep 4, 2025
N/A
#9-0.35%
Aug 6, 2025 - Aug 13, 2025
N/A
#10-0.28%
Jul 29, 2025 - Aug 1, 2025
N/A
#11-0.20%
Sep 8, 2025 - Sep 10, 2025
N/A
#12-0.20%
Jun 26, 2025 - Jun 30, 2025
N/A
#13-0.16%
Aug 22, 2025 - Aug 28, 2025
N/A
#14-0.14%
Sep 11, 2025 - Sep 15, 2025
N/A
#15-0.14%
Oct 16, 2025 - Oct 20, 2025
N/A

Correlation

Correlation between INVG and TMET is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.

0.00
-101

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