SHDG vs IGA
Comparison between SOUNDWATCH HEDGED EQUITY ETF (SHDG, ETF) and Voya Global Advantage and Premium Opportunity Fund (IGA, ETF).
SHDG vs IGA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SHDG
$162M
Winner
IGA
$163M
Expense Ratio
SHDG
0.91%
IGA
N/A
Max Drawdown
Winner
SHDG
15.84%
IGA
72.24%
Sharpe Ratio
SHDG
0.70
Winner
IGA
1.04
5Y Beta
SHDG
0.65
Winner
IGA
0.58
5Y Dividends CAGR
SHDG
N/A
IGA
2.33%
SHDG vs IGA - Historical Returns
Returns include dividend reinvestment.
1M
SHDG
+0.50%
Winner
IGA
+4.08%
3M
SHDG
+2.95%
Winner
IGA
+7.57%
6M
SHDG
+1.20%
Winner
IGA
+7.36%
1Y
SHDG
+9.16%
Winner
IGA
+13.46%
5Y(CAGR)
SHDG
N/A
IGA
+10.77%
10Y(CAGR)
SHDG
N/A
IGA
+9.93%
Max(CAGR)
Winner
SHDG
+14.12%
IGA
+6.95%
SHDG vs IGA - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SHDG | IGA |
|---|---|---|
| 2026 | +1.57% | +8.24% |
| 2025 | +11.41% | +17.25% |
| 2024 | +20.29% | +20.20% |
| 2023 | +18.35% | +6.00% |
| 2022 | +2.56% | -8.85% |
| 2021 | N/A | +30.60% |
| 2020 | N/A | -8.05% |
| 2019 | N/A | +21.61% |
| 2018 | N/A | -12.75% |
| 2017 | N/A | +26.03% |
| 2016 | N/A | +6.26% |
| 2015 | N/A | +0.40% |
| 2014 | N/A | +9.01% |
| 2013 | N/A | +11.77% |
| 2012 | N/A | +15.56% |
| 2011 | N/A | -11.25% |
| 2010 | N/A | +11.20% |
| 2009 | N/A | +35.55% |
| 2008 | N/A | -31.08% |
| 2007 | N/A | +6.03% |
| 2006 | N/A | +34.51% |
| 2005 | N/A | -10.92% |
SHDG vs IGA Drawdown Comparison
The maximum drawdown for SHDG was -15.82%, occurring on Apr 8, 2025. Recovery took 105 trading sessions.
The maximum drawdown for IGA was -57.33%, occurring on Nov 20, 2008. Recovery took 925 trading sessions.
The current SHDG drawdown is -0.50%.
| Rank | SHDG | IGA |
|---|---|---|
| #1 | -15.82% Feb 19, 2025 - Jul 22, 2025 | -57.33% Jun 19, 2007 - Feb 17, 2011 |
| #2 | -8.69% Jul 31, 2023 - Dec 12, 2023 | -41.68% Jan 16, 2020 - May 10, 2021 |
| #3 | -6.62% Feb 2, 2026 - Jul 6, 2026 | -24.65% Jul 1, 2011 - Jan 7, 2013 |
| #4 | -6.49% Jul 16, 2024 - Aug 30, 2024 | -24.62% Jun 23, 2015 - Apr 7, 2017 |
| #5 | -4.63% Feb 15, 2023 - Mar 31, 2023 | -22.28% Aug 29, 2018 - Aug 1, 2019 |
| #6 | -4.42% Dec 1, 2022 - Jan 26, 2023 | -17.01% Dec 29, 2021 - Mar 13, 2024 |
| #7 | -3.98% Mar 27, 2024 - May 15, 2024 | -13.18% Sep 19, 2014 - Apr 10, 2015 |
| #8 | -3.75% Aug 30, 2024 - Sep 19, 2024 | -12.04% Oct 27, 2005 - Apr 3, 2006 |
| #9 | -3.53% Dec 16, 2024 - Feb 13, 2025 | -11.81% May 20, 2013 - Jul 23, 2014 |
| #10 | -3.29% Oct 27, 2025 - Nov 28, 2025 | -11.22% Apr 1, 2025 - Apr 23, 2025 |
| #11 | -2.51% Oct 28, 2022 - Nov 10, 2022 | -8.55% Jan 29, 2018 - May 22, 2018 |
| #12 | -2.33% Dec 11, 2025 - Dec 23, 2025 | -8.25% Apr 4, 2006 - Jul 27, 2006 |
| #13 | -1.94% Oct 8, 2025 - Oct 21, 2025 | -7.66% Mar 26, 2013 - May 20, 2013 |
| #14 | -1.94% May 1, 2023 - May 18, 2023 | -6.95% Feb 27, 2026 - May 22, 2026 |
| #15 | -1.90% Oct 18, 2024 - Nov 6, 2024 | -6.69% Aug 1, 2019 - Dec 16, 2019 |
Correlation
Correlation between SHDG and IGA is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2005 - 2026)
SHDG vs IGA dividend yield comparison.
| Year | SHDG | IGA |
|---|---|---|
| 2026 | 0.00% | 5.09% |
| 2025 | 0.50% | 10.49% |
| 2024 | 0.62% | 10.46% |
| 2023 | 1.24% | 9.25% |
| 2022 | 0.90% | 9.06% |
| 2021 | 0.00% | 7.60% |
| 2020 | 0.00% | 9.01% |
| 2019 | 0.00% | 8.05% |
| 2018 | 0.00% | 9.78% |
| 2017 | 0.00% | 7.87% |
| 2016 | 0.00% | 10.83% |
| 2015 | 0.00% | 10.72% |
| 2014 | 0.00% | 9.76% |
| 2013 | 0.00% | 9.52% |
| 2012 | 0.00% | 10.43% |
| 2011 | 0.00% | 12.30% |
| 2010 | 0.00% | 10.16% |
| 2009 | 0.00% | 12.91% |
| 2008 | 0.00% | 16.73% |
| 2007 | 0.00% | 15.22% |
| 2006 | 0.00% | 8.45% |
| 2005 | 0.00% | 0.88% |
Select Stocks to Compare
Popular: SHDG vs SPYIGA vs SPY
More Comparisons
Compare with similar stocks