IVSS vs IIGD
Comparison between APPLIED FINANCE IVS US SMID ETF (IVSS, ETF) and INVESCO INVESTMENT GRADE DEFENSIVE ETF (IIGD, ETF).
IVSS vs IIGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVSS
$27M
Winner
IIGD
$27M
Expense Ratio
IVSS
0.59%
Winner
IIGD
0.13%
Max Drawdown
Winner
IVSS
8.31%
IIGD
15.67%
Sharpe Ratio
Winner
IVSS
1.92
IIGD
-0.26
5Y Beta
IVSS
0.79
Winner
IIGD
0.03
P/E Ratio
IVSS
20.52
IIGD
N/A
Forward P/E
IVSS
13.66
IIGD
N/A
5Y Dividends CAGR
IVSS
N/A
IIGD
7.48%
Debt to Equity
IVSS
109.05%
IIGD
N/A
P/S Ratio
IVSS
1.13
IIGD
N/A
P/B Ratio
IVSS
2.52
IIGD
N/A
IVSS vs IIGD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVSS
+4.68%
IIGD
+0.08%
3M
Winner
IVSS
+9.30%
IIGD
-0.31%
6M
Winner
IVSS
+12.68%
IIGD
+0.14%
1Y
IVSS
N/A
IIGD
+3.03%
5Y(CAGR)
IVSS
N/A
IIGD
+1.56%
Max(CAGR)
Winner
IVSS
+35.25%
IIGD
+2.78%
IVSS vs IIGD - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IVSS | IIGD |
|---|---|---|
| 2026 | +20.36% | +0.21% |
| 2025 | -0.02% | +7.08% |
| 2024 | N/A | +4.25% |
| 2023 | N/A | +5.54% |
| 2022 | N/A | -7.06% |
| 2021 | N/A | -1.31% |
| 2020 | N/A | +6.26% |
| 2019 | N/A | +7.32% |
| 2018 | N/A | +0.86% |
IVSS vs IIGD Drawdown Comparison
The maximum drawdown for IVSS was -8.31%, occurring on Mar 20, 2026. Recovery took 39 trading sessions.
The maximum drawdown for IIGD was -11.43%, occurring on Oct 20, 2022. Recovery took 762 trading sessions.
The current IVSS drawdown is -0.53%. The current IIGD drawdown is -0.84%.
| Rank | IVSS | IIGD |
|---|---|---|
| #1 | -8.31% Feb 20, 2026 - Apr 17, 2026 | -11.43% Aug 3, 2021 - Aug 14, 2024 |
| #2 | -3.50% May 8, 2026 - Jun 1, 2026 | -8.58% Mar 4, 2020 - Apr 24, 2020 |
| #3 | -2.84% Dec 11, 2025 - Jan 8, 2026 | -1.97% Sep 24, 2024 - Feb 25, 2025 |
| #4 | -2.05% Jan 22, 2026 - Feb 6, 2026 | -1.67% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -1.99% Feb 6, 2026 - Feb 18, 2026 | -1.65% Dec 31, 2020 - Aug 2, 2021 |
| #6 | -1.87% Jan 15, 2026 - Jan 21, 2026 | -1.59% Apr 3, 2025 - Apr 25, 2025 |
| #7 | -1.57% Jul 6, 2026 - Jul 15, 2026 | -1.33% Sep 3, 2019 - Oct 2, 2019 |
| #8 | -1.55% Jun 12, 2026 - Jun 24, 2026 | -0.94% Oct 3, 2019 - Jan 21, 2020 |
| #9 | -1.55% Jun 4, 2026 - Jun 11, 2026 | -0.87% Apr 30, 2025 - May 30, 2025 |
| #10 | -1.46% Apr 27, 2026 - May 5, 2026 | -0.80% Aug 4, 2020 - Dec 24, 2020 |
| #11 | -1.24% Jul 16, 2026 - Jul 20, 2026 | -0.58% Oct 22, 2018 - Dec 14, 2018 |
| #12 | -0.96% Jun 2, 2026 - Jun 4, 2026 | -0.55% Jun 2, 2020 - Jun 18, 2020 |
| #13 | -0.82% Apr 20, 2026 - Apr 27, 2026 | -0.55% Jun 30, 2025 - Jul 22, 2025 |
| #14 | -0.64% Dec 4, 2025 - Dec 10, 2025 | -0.55% Mar 28, 2019 - May 7, 2019 |
| #15 | -0.27% Feb 18, 2026 - Feb 20, 2026 | -0.52% Oct 21, 2025 - Nov 24, 2025 |
Correlation
Correlation between IVSS and IIGD is 0.23 which considered as a very weak or no correlation - the stocks move independently of each other.
0.23
-101
Dividend Comparison (2018 - 2026)
IVSS vs IIGD dividend yield comparison.
| Year | IVSS | IIGD |
|---|---|---|
| 2026 | 0.00% | 2.46% |
| 2025 | 0.07% | 4.25% |
| 2024 | 0.00% | 4.13% |
| 2023 | 0.00% | 3.74% |
| 2022 | 0.00% | 1.73% |
| 2021 | 0.00% | 1.77% |
| 2020 | 0.00% | 3.21% |
| 2019 | 0.00% | 2.44% |
| 2018 | 0.00% | 1.23% |
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