VSLU vs IGD

Comparison between APPLIED FINANCE VALUATION LARGE CAP ETF (VSLU, ETF) and Voya Global Equity Dividend and Premium Opportunity Fund (IGD, ETF).

5-Year PerformanceVSLU has outperformed IGD, delivering a return of +13.8% compared to +10.8%

VSLU vs IGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VSLU(ETF)	IGD(ETF)
Net Assets	$496M	$495M
Expense Ratio	0.49%	N/A
Max Drawdown	23.86%	82.53%
Sharpe Ratio	1.43	1.19
5Y Beta	0.90	0.55
P/E Ratio	25.62	N/A
Forward P/E	20.05	N/A
5Y Dividends CAGR	N/A	4.56%
5Y EPS CAGR	26.73%	N/A
Debt to Equity	27.68%	N/A
P/S Ratio	2.93	N/A
P/B Ratio	6.54	N/A

Net Assets

Winner

VSLU

$496M

IGD

$495M

Expense Ratio

VSLU

0.49%

IGD

N/A

Max Drawdown

Winner

VSLU

23.86%

IGD

82.53%

Sharpe Ratio

Winner

VSLU

1.43

IGD

1.19

5Y Beta

VSLU

0.90

Winner

IGD

0.55

P/E Ratio

VSLU

25.62

IGD

N/A

Forward P/E

VSLU

20.05

IGD

N/A

5Y Dividends CAGR

VSLU

N/A

IGD

4.56%

5Y EPS CAGR

VSLU

26.73%

IGD

N/A

Debt to Equity

VSLU

27.68%

IGD

N/A

P/S Ratio

VSLU

2.93

IGD

N/A

P/B Ratio

VSLU

6.54

IGD

N/A

VSLU vs IGD - Historical Returns

Returns include dividend reinvestment.

Period	VSLU	IGD
1 month	+2.18%	+2.82%
3 months	+5.14%	+7.11%
6 months	+5.31%	+10.82%
1 year	+23.59%	+19.35%
5 years(CAGR)	+13.76%	+10.79%
10 years(CAGR)	N/A	+8.94%
Max(CAGR)	+13.56%	+5.31%

VSLU

+2.18%

Winner

IGD

+2.82%

VSLU

+5.14%

Winner

IGD

+7.11%

VSLU

+5.31%

Winner

IGD

+10.82%

Winner

VSLU

+23.59%

IGD

+19.35%

5Y(CAGR)

Winner

VSLU

+13.76%

IGD

+10.79%

10Y(CAGR)

VSLU

N/A

IGD

+8.94%

Max(CAGR)

Winner

VSLU

+13.56%

IGD

+5.31%

VSLU vs IGD - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	VSLU	IGD
2026	+5.81%	+11.80%
2025	+21.62%	+17.40%
2024	+24.63%	+21.59%
2023	+26.90%	+1.52%
2022	-16.22%	-5.17%
2021	+14.04%	+30.35%
2020	N/A	-7.55%
2019	N/A	+15.38%
2018	N/A	-16.71%
2017	N/A	+25.47%
2016	N/A	+10.55%
2015	N/A	-5.55%
2014	N/A	+4.15%
2013	N/A	+12.66%
2012	N/A	+12.13%
2011	N/A	-11.30%
2010	N/A	-0.43%
2009	N/A	+40.90%
2008	N/A	-32.54%
2007	N/A	-13.29%
2006	N/A	+33.18%
2005	N/A	-8.42%

VSLU vs IGD Drawdown Comparison

The maximum drawdown for VSLU was -23.86%, occurring on Sep 30, 2022. Recovery took 396 trading sessions.

The maximum drawdown for IGD was -59.27%, occurring on Nov 20, 2008. Recovery took 1712 trading sessions.

The current VSLU drawdown is -2.25%. The current IGD drawdown is -3.01%.

Rank	VSLU	IGD
#1	-23.86% Dec 29, 2021 - Jul 28, 2023	-59.27% Jun 1, 2007 - Mar 20, 2014
#2	-17.89% Feb 18, 2025 - Jun 10, 2025	-41.01% Jan 24, 2018 - Apr 16, 2021
#3	-9.18% Aug 1, 2023 - Nov 20, 2023	-27.27% Aug 27, 2014 - Feb 28, 2017
#4	-9.16% Feb 25, 2026 - Apr 15, 2026	-15.80% Jan 12, 2022 - Mar 12, 2024
#5	-7.15% Jul 16, 2024 - Aug 21, 2024	-15.14% Aug 31, 2005 - Jul 5, 2006
#6	-6.09% Aug 30, 2021 - Nov 3, 2021	-11.01% Mar 31, 2025 - May 16, 2025
#7	-5.39% Apr 1, 2024 - May 15, 2024	-9.82% Dec 27, 2006 - May 31, 2007
#8	-4.72% Nov 5, 2025 - Dec 11, 2025	-6.29% Sep 3, 2021 - Dec 22, 2021
#9	-4.08% Nov 16, 2021 - Dec 8, 2021	-6.20% Mar 2, 2026 - Apr 14, 2026
#10	-4.07% Aug 30, 2024 - Sep 19, 2024	-5.56% Oct 23, 2017 - Jan 11, 2018
#11	-3.94% May 7, 2021 - Jun 10, 2021	-5.48% Jul 24, 2014 - Aug 25, 2014
#12	-3.71% Dec 16, 2024 - Jan 23, 2025	-5.35% Dec 3, 2024 - Feb 19, 2025
#13	-3.29% Dec 24, 2025 - Feb 25, 2026	-4.94% Mar 28, 2024 - May 15, 2024
#14	-2.69% Oct 14, 2024 - Nov 6, 2024	-4.88% Sep 19, 2025 - Dec 22, 2025
#15	-2.64% Oct 8, 2025 - Oct 21, 2025	-4.84% Jul 31, 2024 - Aug 15, 2024

Correlation

Correlation between VSLU and IGD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2005 - 2026)

VSLU vs IGD dividend yield comparison.

Year	VSLU	IGD
2026	0.00%	4.09%
2025	0.46%	10.49%
2024	0.60%	10.52%
2023	0.60%	9.66%
2022	0.99%	8.87%
2021	0.57%	7.73%
2020	0.00%	9.20%
2019	0.00%	10.47%
2018	0.00%	12.49%
2017	0.00%	9.45%
2016	0.00%	13.23%
2015	0.00%	13.03%
2014	0.00%	10.96%
2013	0.00%	10.91%
2012	0.00%	13.03%
2011	0.00%	13.81%
2010	0.00%	12.21%
2009	0.00%	14.87%
2008	0.00%	18.46%
2007	0.00%	12.49%
2006	0.00%	7.91%
2005	0.00%	7.76%