SFTY vs IGD

Comparison between HORIZON MANAGED RISK ETF (SFTY, ETF) and Voya Global Equity Dividend and Premium Opportunity Fund (IGD, ETF).

SFTY vs IGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SFTY(ETF)	IGD(ETF)
Net Assets	$495M	$494M
Expense Ratio	0.77%	N/A
Max Drawdown	8.64%	82.53%
Sharpe Ratio	1.29	1.31
5Y Beta	0.93	0.56
P/E Ratio	27.26	N/A
Forward P/E	20.33	N/A
PEG Ratio	0.35	N/A
5Y Dividends CAGR	N/A	4.56%
5Y EPS CAGR	25.63%	N/A
Debt to Equity	4.93%	N/A
P/S Ratio	3.70	N/A
P/B Ratio	5.84	N/A

Net Assets

Winner

SFTY

$495M

IGD

$494M

Expense Ratio

SFTY

0.77%

IGD

N/A

Max Drawdown

Winner

SFTY

8.64%

IGD

82.53%

Sharpe Ratio

SFTY

1.29

Winner

IGD

1.31

5Y Beta

SFTY

0.93

Winner

IGD

0.56

P/E Ratio

SFTY

27.26

IGD

N/A

Forward P/E

SFTY

20.33

IGD

N/A

PEG Ratio

SFTY

0.35

IGD

N/A

5Y Dividends CAGR

SFTY

N/A

IGD

4.56%

5Y EPS CAGR

SFTY

25.63%

IGD

N/A

Debt to Equity

SFTY

4.93%

IGD

N/A

P/S Ratio

SFTY

3.70

IGD

N/A

P/B Ratio

SFTY

5.84

IGD

N/A

SFTY vs IGD - Historical Returns

Returns include dividend reinvestment.

Period	SFTY	IGD
1 month	+0.82%	+4.58%
3 months	+6.43%	+10.61%
6 months	+9.22%	+17.06%
1 year	+19.76%	+20.72%
5 years(CAGR)	N/A	+11.60%
10 years(CAGR)	N/A	+9.28%
Max(CAGR)	+21.07%	+5.54%

SFTY

+0.82%

Winner

IGD

+4.58%

SFTY

+6.43%

Winner

IGD

+10.61%

SFTY

+9.22%

Winner

IGD

+17.06%

SFTY

+19.76%

Winner

IGD

+20.72%

5Y(CAGR)

SFTY

N/A

IGD

+11.60%

10Y(CAGR)

SFTY

N/A

IGD

+9.28%

Max(CAGR)

Winner

SFTY

+21.07%

IGD

+5.54%

SFTY vs IGD - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	SFTY	IGD
2026	+9.46%	+17.88%
2025	+11.73%	+17.40%
2024	N/A	+21.59%
2023	N/A	+1.52%
2022	N/A	-5.17%
2021	N/A	+30.35%
2020	N/A	-7.55%
2019	N/A	+15.38%
2018	N/A	-16.71%
2017	N/A	+25.47%
2016	N/A	+10.55%
2015	N/A	-5.55%
2014	N/A	+4.15%
2013	N/A	+12.66%
2012	N/A	+12.13%
2011	N/A	-11.30%
2010	N/A	-0.43%
2009	N/A	+40.90%
2008	N/A	-32.54%
2007	N/A	-13.29%
2006	N/A	+33.18%
2005	N/A	-8.42%

SFTY vs IGD Drawdown Comparison

The maximum drawdown for SFTY was -8.64%, occurring on Mar 30, 2026. Recovery took 54 trading sessions.

The maximum drawdown for IGD was -59.27%, occurring on Nov 20, 2008. Recovery took 1712 trading sessions.

The current SFTY drawdown is -0.74%.

Rank	SFTY	IGD
#1	-8.64% Jan 27, 2026 - Apr 15, 2026	-59.27% Jun 1, 2007 - Mar 20, 2014
#2	-4.59% Oct 28, 2025 - Dec 10, 2025	-41.01% Jan 24, 2018 - Apr 16, 2021
#3	-3.77% Jun 2, 2026 - Jul 10, 2026	-27.27% Aug 27, 2014 - Feb 28, 2017
#4	-2.75% Dec 11, 2025 - Dec 23, 2025	-15.80% Jan 12, 2022 - Mar 12, 2024
#5	-2.56% Oct 8, 2025 - Oct 20, 2025	-15.14% Aug 31, 2005 - Jul 5, 2006
#6	-2.42% Jan 12, 2026 - Jan 27, 2026	-11.01% Mar 31, 2025 - May 16, 2025
#7	-1.88% May 14, 2026 - May 26, 2026	-9.82% Dec 27, 2006 - May 31, 2007
#8	-1.57% Jul 25, 2025 - Aug 6, 2025	-6.29% Sep 3, 2021 - Dec 22, 2021
#9	-1.51% Jul 10, 2026 - Jul 20, 2026	-6.20% Mar 2, 2026 - Apr 14, 2026
#10	-1.45% Aug 12, 2025 - Aug 28, 2025	-5.56% Oct 23, 2017 - Jan 11, 2018
#11	-1.34% Sep 22, 2025 - Oct 6, 2025	-5.48% Jul 24, 2014 - Aug 25, 2014
#12	-1.26% Dec 24, 2025 - Jan 9, 2026	-5.35% Dec 3, 2024 - Feb 19, 2025
#13	-1.10% Apr 17, 2026 - Apr 24, 2026	-4.94% Mar 28, 2024 - May 15, 2024
#14	-1.04% Aug 28, 2025 - Sep 4, 2025	-4.88% Sep 19, 2025 - Dec 22, 2025
#15	-0.79% Jul 3, 2025 - Jul 17, 2025	-4.84% Jul 31, 2024 - Aug 15, 2024

Correlation

Correlation between SFTY and IGD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2005 - 2026)

SFTY vs IGD dividend yield comparison.

Year	SFTY	IGD
2026	0.00%	4.69%
2025	0.19%	10.49%
2024	0.00%	10.52%
2023	0.00%	9.66%
2022	0.00%	8.87%
2021	0.00%	7.73%
2020	0.00%	9.20%
2019	0.00%	10.47%
2018	0.00%	12.49%
2017	0.00%	9.45%
2016	0.00%	13.23%
2015	0.00%	13.03%
2014	0.00%	10.96%
2013	0.00%	10.91%
2012	0.00%	13.03%
2011	0.00%	13.81%
2010	0.00%	12.21%
2009	0.00%	14.87%
2008	0.00%	18.46%
2007	0.00%	12.49%
2006	0.00%	7.91%
2005	0.00%	7.76%