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IROC vs HGRO

Comparison between INVESCO ROCHESTER HIGH YIELD MUNICIPAL ETF (IROC, ETF) and HEDGEYE QUALITY GROWTH ETF (HGRO, ETF).

IROC vs HGRO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IROC
$130M
HGRO
$130M
Expense Ratio
Winner
IROC
0.39%
HGRO
0.70%
Max Drawdown
Winner
IROC
6.98%
HGRO
7.61%
Sharpe Ratio
Winner
IROC
1.33
HGRO
0.91
5Y Beta
Winner
IROC
0.03
HGRO
0.99
P/E Ratio
IROC
N/A
HGRO
39.28
Forward P/E
IROC
N/A
HGRO
25.45
PEG Ratio
IROC
N/A
HGRO
0.77
5Y EPS CAGR
IROC
N/A
HGRO
22.98%
Debt to Equity
IROC
N/A
HGRO
52.90%
P/S Ratio
IROC
N/A
HGRO
4.11
P/B Ratio
IROC
N/A
HGRO
6.54

IROC vs HGRO - Historical Returns

Returns include dividend reinvestment.

1M
IROC
-0.73%
Winner
HGRO
-0.65%
3M
IROC
+0.45%
Winner
HGRO
+3.57%
6M
IROC
+1.99%
Winner
HGRO
+5.25%
1Y
IROC
+7.64%
Winner
HGRO
+15.23%
Max(CAGR)
IROC
+4.49%
Winner
HGRO
+19.34%

IROC vs HGRO - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

YearIROCHGRO
2026+2.25%+6.94%
2025+4.01%+13.37%
2024+4.75%N/A
2023+5.81%N/A
2022-0.88%N/A

IROC vs HGRO Drawdown Comparison

The maximum drawdown for IROC was -4.79%, occurring on Oct 25, 2023. Recovery took 88 trading sessions.

The maximum drawdown for HGRO was -7.61%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.

The current IROC drawdown is -1.50%. The current HGRO drawdown is -4.06%.

RankIROCHGRO
#1-4.79%
Jul 26, 2023 - Nov 29, 2023
-7.61%
Feb 25, 2026 - Apr 30, 2026
#2-3.52%
Mar 3, 2025 - Sep 8, 2025
-5.33%
Jun 4, 2026 - Jun 10, 2026
#3-2.93%
Feb 2, 2023 - Jul 13, 2023
-4.69%
Nov 12, 2025 - Nov 28, 2025
#4-2.64%
Feb 25, 2026 - May 29, 2026
-3.23%
Dec 11, 2025 - Dec 24, 2025
#5-1.50%
Jul 6, 2026 - Jul 23, 2026
-3.06%
Jan 12, 2026 - Feb 6, 2026
#6-1.46%
Oct 2, 2024 - Nov 29, 2024
-2.94%
Oct 8, 2025 - Oct 27, 2025
#7-1.30%
Dec 6, 2024 - Feb 4, 2025
-2.85%
May 14, 2026 - Jun 2, 2026
#8-1.05%
May 15, 2024 - Jun 12, 2024
-2.54%
Jul 25, 2025 - Aug 14, 2025
#9-1.03%
Mar 22, 2024 - May 7, 2024
-2.24%
Oct 29, 2025 - Nov 11, 2025
#10-1.00%
Jan 12, 2024 - Jan 31, 2024
-2.09%
Aug 14, 2025 - Aug 28, 2025
#11-0.94%
Dec 13, 2022 - Jan 9, 2023
-1.87%
Feb 9, 2026 - Feb 20, 2026
#12-0.84%
Feb 1, 2024 - Feb 28, 2024
-1.78%
Sep 22, 2025 - Oct 6, 2025
#13-0.71%
Aug 2, 2024 - Sep 4, 2024
-1.50%
Dec 29, 2025 - Jan 6, 2026
#14-0.55%
Jun 14, 2024 - Jul 5, 2024
-1.49%
Aug 28, 2025 - Sep 10, 2025
#15-0.52%
Nov 24, 2025 - Jan 2, 2026
-1.33%
May 6, 2026 - May 8, 2026

Correlation

Correlation between IROC and HGRO is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2023 - 2026)

IROC vs HGRO dividend yield comparison.

YearIROCHGRO
20263.02%0.00%
20254.79%0.08%
20244.08%0.00%
20233.68%0.00%

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