VRIG vs QLTA

Comparison between INVESCO VARIABLE RATE INVESTMENT GRADE ETF (VRIG, ETF) and ISHARES AAA - A RATED CORPORATE BOND ETF (QLTA, ETF).

5-Year PerformanceVRIG has outperformed QLTA, delivering a return of +4.6% compared to -0.4%

VRIG vs QLTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VRIG(ETF)	QLTA(ETF)
Net Assets	$1.50B	$1.60B
Expense Ratio	0.30%	0.15%
Max Drawdown	14.33%	26.32%
Sharpe Ratio	1.58	-0.50
5Y Beta	0.01	0.11
5Y Dividends CAGR	40.33%	10.99%

Net Assets

VRIG

$1.50B

Winner

QLTA

$1.60B

Expense Ratio

VRIG

0.30%

Winner

QLTA

0.15%

Max Drawdown

Winner

VRIG

14.33%

QLTA

26.32%

Sharpe Ratio

Winner

VRIG

1.58

QLTA

-0.50

5Y Beta

Winner

VRIG

0.01

QLTA

0.11

5Y Dividends CAGR

Winner

VRIG

40.33%

QLTA

10.99%

VRIG vs QLTA - Historical Returns

Returns include dividend reinvestment.

Period	VRIG	QLTA
1 month	+0.37%	-1.30%
3 months	+1.11%	-1.06%
6 months	+1.97%	-1.11%
1 year	+4.65%	+1.52%
5 years(CAGR)	+4.56%	-0.44%
10 years(CAGR)	+3.47%	+1.73%
Max(CAGR)	+3.47%	+2.43%

Winner

VRIG

+0.37%

QLTA

-1.30%

Winner

VRIG

+1.11%

QLTA

-1.06%

Winner

VRIG

+1.97%

QLTA

-1.11%

Winner

VRIG

+4.65%

QLTA

+1.52%

5Y(CAGR)

Winner

VRIG

+4.56%

QLTA

-0.44%

10Y(CAGR)

Winner

VRIG

+3.47%

QLTA

+1.73%

Max(CAGR)

Winner

VRIG

+3.47%

QLTA

+2.43%

VRIG vs QLTA - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	VRIG	QLTA
2026	+2.56%	-0.52%
2025	+5.03%	+7.38%
2024	+6.81%	+1.84%
2023	+7.30%	+6.96%
2022	+0.99%	-14.44%
2021	+1.14%	-1.97%
2020	+1.63%	+9.46%
2019	+4.52%	+12.41%
2018	+0.43%	-1.81%
2017	+3.19%	+5.55%
2016	+0.56%	+4.23%
2015	N/A	+0.13%
2014	N/A	+6.39%
2013	N/A	-2.60%
2012	N/A	+6.22%

VRIG vs QLTA Drawdown Comparison

The maximum drawdown for VRIG was -13.04%, occurring on Mar 26, 2020. Recovery took 129 trading sessions.

The maximum drawdown for QLTA was -22.28%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current VRIG drawdown is -0.02%. The current QLTA drawdown is -4.31%.

Rank	VRIG	QLTA
#1	-13.04% Feb 19, 2020 - Aug 21, 2020	-22.28% Aug 6, 2020 - Oct 20, 2022
#2	-2.28% Jan 21, 2022 - Sep 22, 2022	-15.24% Mar 6, 2020 - May 29, 2020
#3	-1.40% Mar 6, 2023 - Apr 18, 2023	-7.06% May 2, 2013 - May 27, 2014
#4	-1.38% Nov 14, 2018 - Feb 20, 2019	-5.63% Jul 8, 2016 - Aug 23, 2017
#5	-0.78% Mar 31, 2025 - Apr 29, 2025	-4.40% Jan 30, 2015 - Mar 15, 2016
#6	-0.73% Sep 22, 2022 - Dec 5, 2022	-4.28% Dec 29, 2017 - Jan 31, 2019
#7	-0.47% May 5, 2017 - Jul 14, 2017	-2.71% Sep 4, 2019 - Dec 27, 2019
#8	-0.44% Jan 26, 2018 - Feb 23, 2018	-2.24% Jul 25, 2012 - Sep 24, 2012
#9	-0.36% Apr 18, 2018 - May 29, 2018	-2.20% Dec 6, 2012 - Apr 8, 2013
#10	-0.31% Mar 14, 2018 - Apr 3, 2018	-1.78% Feb 28, 2012 - May 1, 2012
#11	-0.29% Sep 18, 2020 - Nov 9, 2020	-1.70% Aug 27, 2014 - Oct 7, 2014
#12	-0.28% Jan 13, 2017 - Feb 13, 2017	-1.53% Oct 17, 2014 - Jan 2, 2015
#13	-0.26% Nov 14, 2017 - Dec 21, 2017	-1.43% May 5, 2016 - Jun 3, 2016
#14	-0.24% Dec 6, 2019 - Dec 11, 2019	-1.21% Jul 3, 2019 - Aug 1, 2019
#15	-0.22% Oct 18, 2017 - Nov 1, 2017	-1.06% Sep 7, 2017 - Dec 13, 2017

Correlation

Correlation between VRIG and QLTA is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53

-101

Dividend Comparison (2012 - 2026)

VRIG vs QLTA dividend yield comparison.

Year	VRIG	QLTA
2026	2.61%	2.73%
2025	4.99%	4.33%
2024	6.09%	4.11%
2023	5.97%	3.39%
2022	2.39%	2.79%
2021	0.78%	1.96%
2020	1.57%	2.31%
2019	3.13%	2.99%
2018	2.89%	3.09%
2017	2.31%	2.67%
2016	0.60%	2.59%
2015	0.00%	2.99%
2014	0.00%	2.32%
2013	0.00%	2.14%
2012	0.00%	1.94%