JPO vs IIGD
Comparison between YIELDMAX(R) JP OPTION INCOME STRATEGY ETF (JPO, ETF) and INVESCO INVESTMENT GRADE DEFENSIVE ETF (IIGD, ETF).
JPO vs IIGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPO
$31M
IIGD
$31M
Expense Ratio
JPO
1.04%
Winner
IIGD
0.13%
Max Drawdown
JPO
39.25%
Winner
IIGD
15.67%
Sharpe Ratio
Winner
JPO
0.66
IIGD
0.16
5Y Beta
JPO
0.75
Winner
IIGD
0.03
5Y Dividends CAGR
JPO
N/A
IIGD
7.54%
JPO vs IIGD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPO
+3.20%
IIGD
+0.13%
3M
Winner
JPO
+12.77%
IIGD
+0.51%
6M
Winner
JPO
+0.99%
IIGD
+0.77%
1Y
Winner
JPO
+15.04%
IIGD
+3.92%
5Y(CAGR)
JPO
N/A
IIGD
+1.60%
Max(CAGR)
Winner
JPO
+14.73%
IIGD
+2.84%
JPO vs IIGD - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | JPO | IIGD |
|---|---|---|
| 2026 | -1.46% | +0.35% |
| 2025 | +22.52% | +7.08% |
| 2024 | +13.34% | +4.25% |
| 2023 | +5.05% | +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% |
JPO vs IIGD Drawdown Comparison
The maximum drawdown for JPO was -24.77%, occurring on Apr 4, 2025. Recovery took 94 trading sessions.
The maximum drawdown for IIGD was -11.43%, occurring on Oct 20, 2022. Recovery took 762 trading sessions.
The current JPO drawdown is -3.26%. The current IIGD drawdown is -0.70%.
| Rank | JPO | IIGD |
|---|---|---|
| #1 | -24.77% Feb 18, 2025 - Jul 3, 2025 | -11.43% Aug 3, 2021 - Aug 14, 2024 |
| #2 | -14.22% Jan 6, 2026 - Mar 12, 2026 | -8.58% Mar 4, 2020 - Apr 24, 2020 |
| #3 | -10.64% Apr 8, 2024 - Nov 6, 2024 | -1.97% Sep 24, 2024 - Feb 25, 2025 |
| #4 | -9.93% Oct 13, 2023 - Dec 19, 2023 | -1.67% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -6.89% Nov 29, 2024 - Jan 15, 2025 | -1.65% Dec 31, 2020 - Aug 2, 2021 |
| #6 | -6.51% Nov 12, 2025 - Dec 23, 2025 | -1.59% Apr 3, 2025 - Apr 25, 2025 |
| #7 | -5.09% Sep 26, 2025 - Nov 6, 2025 | -1.33% Sep 3, 2019 - Oct 2, 2019 |
| #8 | -4.08% Jul 3, 2025 - Jul 28, 2025 | -0.94% Oct 3, 2019 - Jan 21, 2020 |
| #9 | -3.22% Jul 30, 2025 - Aug 26, 2025 | -0.87% Apr 30, 2025 - May 30, 2025 |
| #10 | -2.93% Sep 4, 2025 - Sep 11, 2025 | -0.80% Aug 4, 2020 - Dec 24, 2020 |
| #11 | -2.84% Sep 18, 2023 - Oct 13, 2023 | -0.58% Oct 22, 2018 - Dec 14, 2018 |
| #12 | -2.79% Nov 6, 2024 - Nov 22, 2024 | -0.55% Jun 2, 2020 - Jun 18, 2020 |
| #13 | -1.87% Feb 6, 2025 - Feb 12, 2025 | -0.55% Jun 30, 2025 - Jul 22, 2025 |
| #14 | -1.74% Feb 20, 2024 - Feb 22, 2024 | -0.55% Mar 28, 2019 - May 7, 2019 |
| #15 | -1.55% Mar 22, 2024 - Mar 27, 2024 | -0.52% Oct 21, 2025 - Nov 24, 2025 |
Correlation
Correlation between JPO and IIGD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2018 - 2026)
JPO vs IIGD dividend yield comparison.
| Year | JPO | IIGD |
|---|---|---|
| 2026 | 13.79% | 1.74% |
| 2025 | 34.13% | 4.25% |
| 2024 | 25.15% | 4.13% |
| 2023 | 4.84% | 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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