VSHY vs IIGD
Comparison between VIRTUS NEWFLEET SHORT DURATION HIGH YIELD BOND ETF (VSHY, ETF) and INVESCO INVESTMENT GRADE DEFENSIVE ETF (IIGD, ETF).
VSHY vs IIGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VSHY
$31M
Winner
IIGD
$31M
Expense Ratio
VSHY
0.39%
Winner
IIGD
0.13%
Max Drawdown
Winner
VSHY
6.18%
IIGD
15.67%
Sharpe Ratio
Winner
VSHY
0.84
IIGD
0.16
5Y Beta
VSHY
0.19
Winner
IIGD
0.03
5Y Dividends CAGR
VSHY
N/A
IIGD
7.54%
VSHY vs IIGD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VSHY
+1.06%
IIGD
+0.55%
3M
Winner
VSHY
+2.18%
IIGD
+0.44%
6M
Winner
VSHY
+2.37%
IIGD
+0.76%
1Y
Winner
VSHY
+6.72%
IIGD
+4.24%
5Y(CAGR)
VSHY
N/A
IIGD
+1.65%
Max(CAGR)
Winner
VSHY
+8.26%
IIGD
+2.85%
VSHY vs IIGD - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | VSHY | IIGD |
|---|---|---|
| 2026 | +2.20% | +0.46% |
| 2025 | +6.85% | +7.08% |
| 2024 | +8.56% | +4.25% |
| 2023 | +3.75% | +5.54% |
| 2022 | N/A | -7.06% |
| 2021 | N/A | -1.31% |
| 2020 | N/A | +6.26% |
| 2019 | N/A | +7.32% |
| 2018 | N/A | +0.86% |
VSHY vs IIGD Drawdown Comparison
The maximum drawdown for VSHY was -4.55%, occurring on Apr 8, 2025. Recovery took 56 trading sessions.
The maximum drawdown for IIGD was -11.43%, occurring on Oct 20, 2022. Recovery took 762 trading sessions.
The current VSHY drawdown is -0.16%. The current IIGD drawdown is -0.59%.
| Rank | VSHY | IIGD |
|---|---|---|
| #1 | -4.55% Feb 28, 2025 - May 20, 2025 | -11.43% Aug 3, 2021 - Aug 14, 2024 |
| #2 | -2.07% Nov 26, 2024 - Feb 20, 2025 | -8.58% Mar 4, 2020 - Apr 24, 2020 |
| #3 | -1.86% Mar 22, 2024 - May 15, 2024 | -1.97% Sep 24, 2024 - Feb 25, 2025 |
| #4 | -1.73% Feb 20, 2026 - Apr 14, 2026 | -1.67% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -1.09% Oct 27, 2025 - Dec 3, 2025 | -1.65% Dec 31, 2020 - Aug 2, 2021 |
| #6 | -1.03% May 8, 2026 - May 27, 2026 | -1.59% Apr 3, 2025 - Apr 25, 2025 |
| #7 | -0.95% Dec 29, 2023 - Jan 30, 2024 | -1.33% Sep 3, 2019 - Oct 2, 2019 |
| #8 | -0.93% Jul 31, 2024 - Aug 13, 2024 | -0.94% Oct 3, 2019 - Jan 21, 2020 |
| #9 | -0.89% Oct 1, 2025 - Oct 20, 2025 | -0.87% Apr 30, 2025 - May 30, 2025 |
| #10 | -0.79% Sep 27, 2024 - Nov 7, 2024 | -0.80% Aug 4, 2020 - Dec 24, 2020 |
| #11 | -0.75% May 15, 2024 - Jun 3, 2024 | -0.58% Oct 22, 2018 - Dec 14, 2018 |
| #12 | -0.57% Jul 3, 2025 - Jul 21, 2025 | -0.55% Jun 2, 2020 - Jun 18, 2020 |
| #13 | -0.56% Feb 12, 2024 - Feb 23, 2024 | -0.55% Jun 30, 2025 - Jul 22, 2025 |
| #14 | -0.54% Nov 8, 2024 - Nov 19, 2024 | -0.55% Mar 28, 2019 - May 7, 2019 |
| #15 | -0.51% Feb 1, 2024 - Feb 12, 2024 | -0.52% Oct 21, 2025 - Nov 24, 2025 |
Correlation
Correlation between VSHY and IIGD is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2018 - 2026)
VSHY vs IIGD dividend yield comparison.
| Year | VSHY | IIGD |
|---|---|---|
| 2026 | 2.27% | 1.74% |
| 2025 | 6.14% | 4.25% |
| 2024 | 6.81% | 4.13% |
| 2023 | 1.36% | 3.74% |
| 2022 | 0.00% | 1.73% |
| 2021 | 0.00% | 1.77% |
| 2020 | 0.00% | 3.21% |
| 2019 | 0.00% | 2.44% |
| 2018 | 0.00% | 1.23% |
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