VCV vs IGD
Comparison between Invesco California Value Municipal Income Trust (VCV, ETF) and Voya Global Equity Dividend and Premium Opportunity Fund (IGD, ETF).
5-Year PerformanceIGD has outperformed VCV, delivering a return of +10.8% compared to +0.6%
VCV vs IGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VCV vs IGD - Historical Returns
Returns include dividend reinvestment.
VCV vs IGD - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VCV | IGD |
|---|---|---|
| 2026 | -1.62% | +11.80% |
| 2025 | +7.58% | +17.40% |
| 2024 | +18.51% | +21.59% |
| 2023 | +6.44% | +1.52% |
| 2022 | -28.13% | -5.17% |
| 2021 | +10.23% | +30.35% |
| 2020 | +7.95% | -7.55% |
| 2019 | +16.48% | +15.38% |
| 2018 | -5.26% | -16.71% |
| 2017 | +8.65% | +25.47% |
| 2016 | -3.54% | +10.55% |
| 2015 | +8.92% | -5.55% |
| 2014 | +20.40% | +4.15% |
| 2013 | -12.87% | +12.66% |
| 2012 | +12.78% | +12.13% |
| 2011 | +23.63% | -11.30% |
| 2010 | +1.94% | -0.43% |
| 2009 | +55.43% | +40.90% |
| 2008 | -45.40% | -32.54% |
| 2007 | +1.50% | -13.29% |
| 2006 | +11.44% | +33.18% |
| 2005 | +7.67% | -8.42% |
| 2004 | -6.37% | N/A |
| 2003 | +14.77% | N/A |
| 2002 | +10.83% | N/A |
| 2001 | +8.40% | N/A |
| 2000 | +10.38% | N/A |
| 1999 | -0.87% | N/A |
VCV vs IGD Drawdown Comparison
The maximum drawdown for VCV was -58.93%, occurring on Dec 15, 2008. Recovery took 829 trading sessions.
The maximum drawdown for IGD was -59.27%, occurring on Nov 20, 2008. Recovery took 1712 trading sessions.
The current VCV drawdown is -4.03%. The current IGD drawdown is -3.01%.
| Rank | VCV | IGD |
|---|---|---|
| #1 | -58.93% May 11, 2007 - Aug 25, 2010 | -59.27% Jun 1, 2007 - Mar 20, 2014 |
| #2 | -38.54% Nov 12, 2021 - Feb 27, 2026 | -41.01% Jan 24, 2018 - Apr 16, 2021 |
| #3 | -31.73% Feb 21, 2020 - Dec 18, 2020 | -27.27% Aug 27, 2014 - Feb 28, 2017 |
| #4 | -21.75% Aug 17, 2012 - Dec 2, 2014 | -15.80% Jan 12, 2022 - Mar 12, 2024 |
| #5 | -18.38% Sep 8, 2010 - Oct 31, 2011 | -15.14% Aug 31, 2005 - Jul 5, 2006 |
| #6 | -18.02% Jul 8, 2016 - Jun 20, 2019 | -11.01% Mar 31, 2025 - May 16, 2025 |
| #7 | -17.84% Mar 17, 2004 - Jul 29, 2005 | -9.82% Dec 27, 2006 - May 31, 2007 |
| #8 | -10.15% Mar 2, 2012 - May 4, 2012 | -6.29% Sep 3, 2021 - Dec 22, 2021 |
| #9 | -8.93% Nov 8, 1999 - Apr 6, 2000 | -6.20% Mar 2, 2026 - Apr 14, 2026 |
| #10 | -8.45% Sep 3, 2019 - Feb 6, 2020 | -5.56% Oct 23, 2017 - Jan 11, 2018 |
| #11 | -8.29% Feb 27, 2026 - Apr 6, 2026 | -5.48% Jul 24, 2014 - Aug 25, 2014 |
| #12 | -8.25% Feb 2, 2015 - Oct 30, 2015 | -5.35% Dec 3, 2024 - Feb 19, 2025 |
| #13 | -8.00% Apr 11, 2000 - Jun 20, 2000 | -4.94% Mar 28, 2024 - May 15, 2024 |
| #14 | -7.94% Sep 15, 2021 - Nov 8, 2021 | -4.88% Sep 19, 2025 - Dec 22, 2025 |
| #15 | -7.93% Feb 15, 2001 - Jul 24, 2001 | -4.84% Jul 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between VCV and IGD is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
VCV vs IGD dividend yield comparison.
| Year | VCV | IGD |
|---|---|---|
| 2026 | 3.03% | 4.09% |
| 2025 | 6.96% | 10.49% |
| 2024 | 5.76% | 10.52% |
| 2023 | 4.16% | 9.66% |
| 2022 | 5.46% | 8.87% |
| 2021 | 4.09% | 7.73% |
| 2020 | 4.07% | 9.20% |
| 2019 | 4.43% | 10.47% |
| 2018 | 5.46% | 12.49% |
| 2017 | 5.10% | 9.45% |
| 2016 | 5.86% | 13.23% |
| 2015 | 5.98% | 13.03% |
| 2014 | 6.16% | 10.96% |
| 2013 | 6.95% | 10.91% |
| 2012 | 6.42% | 13.03% |
| 2011 | 7.09% | 13.81% |
| 2010 | 8.09% | 12.21% |
| 2009 | 7.46% | 14.87% |
| 2008 | 11.06% | 18.46% |
| 2007 | 5.32% | 12.49% |
| 2006 | 5.55% | 7.91% |
| 2005 | 7.45% | 7.76% |
| 2004 | 7.40% | 0.00% |
| 2003 | 8.70% | 0.00% |
| 2002 | 6.74% | 0.00% |
| 2001 | 5.92% | 0.00% |
| 2000 | 2.37% | 0.00% |
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