VRIG vs BAR
Comparison between INVESCO VARIABLE RATE INVESTMENT GRADE ETF (VRIG, ETF) and GraniteShares Gold Shares (BAR, ETF).
5-Year PerformanceBAR has outperformed VRIG, delivering a return of +20.6% compared to +4.4%
VRIG vs BAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VRIG
$1.50B
Winner
BAR
$1.60B
Expense Ratio
VRIG
0.30%
Winner
BAR
0.17%
Max Drawdown
Winner
VRIG
14.33%
BAR
21.53%
Sharpe Ratio
Winner
VRIG
2.94
BAR
1.25
5Y Beta
Winner
VRIG
0.01
BAR
0.18
5Y Dividends CAGR
VRIG
33.90%
BAR
N/A
VRIG vs BAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VRIG
+0.47%
BAR
-0.21%
3M
Winner
VRIG
+0.87%
BAR
-7.05%
6M
VRIG
+2.24%
Winner
BAR
+17.87%
1Y
VRIG
+5.23%
Winner
BAR
+42.71%
5Y(CAGR)
VRIG
+4.36%
Winner
BAR
+20.62%
10Y(CAGR)
VRIG
+3.44%
Winner
BAR
+15.62%
Max(CAGR)
VRIG
+3.44%
Winner
BAR
+15.62%
VRIG vs BAR - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | VRIG | BAR |
|---|---|---|
| 2026 | +1.45% | +9.00% |
| 2025 | +5.03% | +61.93% |
| 2024 | +6.81% | +27.29% |
| 2023 | +7.30% | +12.03% |
| 2022 | +0.99% | +0.89% |
| 2021 | +1.14% | -6.10% |
| 2020 | +1.63% | +24.03% |
| 2019 | +4.52% | +18.10% |
| 2018 | +0.43% | -2.73% |
| 2017 | +3.19% | -1.15% |
| 2016 | +0.56% | N/A |
VRIG vs BAR Drawdown Comparison
The maximum drawdown for VRIG was -13.04%, occurring on Mar 26, 2020. Recovery took 129 trading sessions.
The maximum drawdown for BAR was -21.53%, occurring on Sep 26, 2022. Recovery took 853 trading sessions.
The current BAR drawdown is -12.51%.
| Rank | VRIG | BAR |
|---|---|---|
| #1 | -13.04% Feb 19, 2020 - Aug 21, 2020 | -21.53% Aug 6, 2020 - Dec 27, 2023 |
| #2 | -2.28% Jan 21, 2022 - Sep 22, 2022 | -19.19% Jan 29, 2026 - Mar 26, 2026 |
| #3 | -1.40% Mar 6, 2023 - Apr 18, 2023 | -13.46% Jan 24, 2018 - Jun 20, 2019 |
| #4 | -1.38% Nov 14, 2018 - Feb 20, 2019 | -12.45% Mar 9, 2020 - Apr 9, 2020 |
| #5 | -0.78% Mar 31, 2025 - Apr 29, 2025 | -10.05% Oct 20, 2025 - Dec 22, 2025 |
| #6 | -0.73% Sep 22, 2022 - Dec 5, 2022 | -8.37% Sep 8, 2017 - Jan 24, 2018 |
| #7 | -0.47% May 5, 2017 - Jul 14, 2017 | -8.03% Oct 30, 2024 - Jan 30, 2025 |
| #8 | -0.44% Jan 26, 2018 - Feb 23, 2018 | -7.10% Apr 21, 2025 - Jun 13, 2025 |
| #9 | -0.36% Apr 18, 2018 - May 29, 2018 | -6.52% Sep 4, 2019 - Jan 6, 2020 |
| #10 | -0.31% Mar 14, 2018 - Apr 3, 2018 | -5.71% May 20, 2024 - Jul 16, 2024 |
| #11 | -0.29% Sep 18, 2020 - Nov 9, 2020 | -4.86% Mar 31, 2025 - Apr 10, 2025 |
| #12 | -0.28% Jan 13, 2017 - Feb 13, 2017 | -4.86% Dec 26, 2025 - Jan 12, 2026 |
| #13 | -0.26% Nov 14, 2017 - Dec 21, 2017 | -4.84% Jun 13, 2025 - Aug 29, 2025 |
| #14 | -0.24% Dec 6, 2019 - Dec 11, 2019 | -4.78% Feb 24, 2020 - Mar 5, 2020 |
| #15 | -0.22% Oct 18, 2017 - Nov 1, 2017 | -4.35% Jul 16, 2024 - Aug 12, 2024 |
Correlation
Correlation between VRIG and BAR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
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