VRIG vs YEAR
Comparison between INVESCO VARIABLE RATE INVESTMENT GRADE ETF (VRIG, ETF) and AB ULTRA SHORT INCOME ETF (YEAR, ETF).
VRIG vs YEAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VRIG
$1.50B
YEAR
$1.50B
Expense Ratio
VRIG
0.30%
Winner
YEAR
0.25%
Max Drawdown
VRIG
14.33%
Winner
YEAR
1.20%
Sharpe Ratio
Winner
VRIG
3.03
YEAR
0.48
5Y Beta
VRIG
0.01
Winner
YEAR
0.00
5Y Dividends CAGR
VRIG
33.90%
YEAR
N/A
VRIG vs YEAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VRIG
+0.47%
YEAR
+0.29%
3M
Winner
VRIG
+0.91%
YEAR
+0.66%
6M
Winner
VRIG
+2.22%
YEAR
+1.57%
1Y
Winner
VRIG
+5.16%
YEAR
+4.03%
5Y(CAGR)
VRIG
+4.38%
YEAR
N/A
10Y(CAGR)
VRIG
+3.44%
YEAR
N/A
Max(CAGR)
VRIG
+3.44%
Winner
YEAR
+4.95%
VRIG vs YEAR - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | VRIG | YEAR |
|---|---|---|
| 2026 | +1.51% | +1.01% |
| 2025 | +5.03% | +4.65% |
| 2024 | +6.81% | +5.45% |
| 2023 | +7.30% | +5.87% |
| 2022 | +0.99% | +1.10% |
| 2021 | +1.14% | N/A |
| 2020 | +1.63% | N/A |
| 2019 | +4.52% | N/A |
| 2018 | +0.43% | N/A |
| 2017 | +3.19% | N/A |
| 2016 | +0.56% | N/A |
VRIG vs YEAR Drawdown Comparison
The maximum drawdown for VRIG was -13.04%, occurring on Mar 26, 2020. Recovery took 129 trading sessions.
The maximum drawdown for YEAR was -0.61%, occurring on Oct 20, 2022. Recovery took 41 trading sessions.
The current YEAR drawdown is -0.02%.
| Rank | VRIG | YEAR |
|---|---|---|
| #1 | -13.04% Feb 19, 2020 - Aug 21, 2020 | -0.61% Sep 14, 2022 - Nov 10, 2022 |
| #2 | -2.28% Jan 21, 2022 - Sep 22, 2022 | -0.55% Mar 13, 2023 - Apr 5, 2023 |
| #3 | -1.40% Mar 6, 2023 - Apr 18, 2023 | -0.43% Jan 31, 2024 - Mar 7, 2024 |
| #4 | -1.38% Nov 14, 2018 - Feb 20, 2019 | -0.42% May 6, 2024 - Jun 3, 2024 |
| #5 | -0.78% Mar 31, 2025 - Apr 29, 2025 | -0.30% Apr 3, 2025 - Apr 22, 2025 |
| #6 | -0.73% Sep 22, 2022 - Dec 5, 2022 | -0.28% May 4, 2023 - May 16, 2023 |
| #7 | -0.47% May 5, 2017 - Jul 14, 2017 | -0.26% Sep 19, 2024 - Nov 4, 2024 |
| #8 | -0.44% Jan 26, 2018 - Feb 23, 2018 | -0.24% Apr 4, 2024 - Apr 29, 2024 |
| #9 | -0.36% Apr 18, 2018 - May 29, 2018 | -0.23% Feb 27, 2026 - Apr 2, 2026 |
| #10 | -0.31% Mar 14, 2018 - Apr 3, 2018 | -0.22% Dec 6, 2023 - Dec 14, 2023 |
| #11 | -0.29% Sep 18, 2020 - Nov 9, 2020 | -0.18% Aug 10, 2023 - Aug 29, 2023 |
| #12 | -0.28% Jan 13, 2017 - Feb 13, 2017 | -0.18% Jun 18, 2024 - Jun 21, 2024 |
| #13 | -0.26% Nov 14, 2017 - Dec 21, 2017 | -0.18% Apr 30, 2025 - May 23, 2025 |
| #14 | -0.24% Dec 6, 2019 - Dec 11, 2019 | -0.17% Mar 3, 2023 - Mar 10, 2023 |
| #15 | -0.22% Oct 18, 2017 - Nov 1, 2017 | -0.16% Sep 28, 2023 - Oct 6, 2023 |
Correlation
Correlation between VRIG and YEAR is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2016 - 2026)
VRIG vs YEAR dividend yield comparison.
| Year | VRIG | YEAR |
|---|---|---|
| 2026 | 1.50% | 1.32% |
| 2025 | 4.99% | 4.33% |
| 2024 | 6.09% | 5.16% |
| 2023 | 5.97% | 5.00% |
| 2022 | 2.39% | 1.19% |
| 2021 | 0.78% | 0.00% |
| 2020 | 1.57% | 0.00% |
| 2019 | 3.13% | 0.00% |
| 2018 | 2.89% | 0.00% |
| 2017 | 2.31% | 0.00% |
| 2016 | 0.60% | 0.00% |
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