VVR vs IGD

Comparison between Invesco Senior Income Trust (VVR, ETF) and Voya Global Equity Dividend and Premium Opportunity Fund (IGD, ETF).

5-Year PerformanceIGD has outperformed VVR, delivering a return of +11.8% compared to +4.3%

VVR vs IGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VVR(ETF)	IGD(ETF)
Net Assets	$517M	$518M
Max Drawdown	79.46%	82.53%
Sharpe Ratio	-0.72	1.56
5Y Beta	0.41	0.55
5Y Dividends CAGR	12.78%	2.90%

Net Assets

VVR

$517M

Winner

IGD

$518M

Max Drawdown

Winner

VVR

79.46%

IGD

82.53%

Sharpe Ratio

VVR

-0.72

Winner

IGD

1.56

5Y Beta

Winner

VVR

0.41

IGD

0.55

5Y Dividends CAGR

Winner

VVR

12.78%

IGD

2.90%

VVR vs IGD - Historical Returns

Returns include dividend reinvestment.

Period	VVR	IGD
1 month	+0.31%	+4.40%
3 months	+0.58%	+6.60%
6 months	-0.26%	+16.12%
1 year	-7.32%	+24.10%
5 years(CAGR)	+4.29%	+11.82%
10 years(CAGR)	+5.40%	+9.33%
Max(CAGR)	+4.01%	+5.72%

VVR

+0.31%

Winner

IGD

+4.40%

VVR

+0.58%

Winner

IGD

+6.60%

VVR

-0.26%

Winner

IGD

+16.12%

VVR

-7.32%

Winner

IGD

+24.10%

5Y(CAGR)

VVR

+4.29%

Winner

IGD

+11.82%

10Y(CAGR)

VVR

+5.40%

Winner

IGD

+9.33%

Max(CAGR)

VVR

+4.01%

Winner

IGD

+5.72%

VVR vs IGD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VVR	IGD
2026	-1.37%	+22.87%
2025	-6.86%	+17.40%
2024	+8.01%	+21.59%
2023	+20.83%	+1.52%
2022	-1.32%	-5.17%
2021	+17.85%	+30.35%
2020	-0.61%	-7.55%
2019	+14.90%	+15.38%
2018	-6.85%	-16.71%
2017	-0.24%	+25.47%
2016	+24.32%	+10.55%
2015	-4.52%	-5.55%
2014	-2.92%	+4.15%
2013	+3.58%	+12.66%
2012	+27.58%	+12.13%
2011	-3.18%	-11.30%
2010	+15.92%	-0.43%
2009	+67.32%	+40.90%
2008	-58.92%	-32.54%
2007	-13.25%	-13.29%
2006	+22.63%	+33.18%
2005	-1.38%	-8.42%
2004	+1.63%	N/A
2003	+33.74%	N/A
2002	+1.60%	N/A
2001	+5.87%	N/A
2000	+3.10%	N/A
1999	-10.09%	N/A

VVR vs IGD Drawdown Comparison

The maximum drawdown for VVR was -73.76%, occurring on Dec 15, 2008. Recovery took 1440 trading sessions.

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

The current VVR drawdown is -14.06%. The current IGD drawdown is -1.34%.

Rank	VVR	IGD
#1	-73.76% Jun 19, 2007 - Mar 8, 2013	-59.27% Jun 1, 2007 - Mar 20, 2014
#2	-55.89% Feb 19, 2020 - Jan 14, 2021	-41.01% Jan 24, 2018 - Apr 16, 2021
#3	-23.07% May 10, 2013 - Dec 9, 2016	-27.27% Aug 27, 2014 - Feb 28, 2017
#4	-19.49% Feb 28, 2025 - Apr 7, 2025	-15.80% Jan 12, 2022 - Mar 12, 2024
#5	-18.97% Sep 21, 2000 - Apr 2, 2003	-15.14% Aug 31, 2005 - Jul 5, 2006
#6	-14.53% Jan 18, 2022 - Feb 15, 2023	-11.01% Mar 31, 2025 - May 16, 2025
#7	-12.46% May 10, 2017 - Feb 28, 2019	-9.82% Dec 27, 2006 - May 31, 2007
#8	-12.22% Mar 6, 2023 - Aug 11, 2023	-6.29% Sep 3, 2021 - Dec 22, 2021
#9	-12.03% Nov 16, 1999 - Jul 27, 2000	-6.20% Mar 2, 2026 - Apr 14, 2026
#10	-10.75% Sep 12, 2024 - Feb 18, 2025	-5.56% Oct 23, 2017 - Jan 11, 2018
#11	-10.69% Mar 8, 2005 - May 26, 2006	-5.48% Jul 24, 2014 - Aug 25, 2014
#12	-9.01% Apr 7, 2004 - Feb 4, 2005	-5.35% Dec 3, 2024 - Feb 19, 2025
#13	-7.29% Oct 10, 2023 - Dec 1, 2023	-4.94% Mar 28, 2024 - May 15, 2024
#14	-6.35% May 21, 2024 - Jul 12, 2024	-4.88% Sep 19, 2025 - Dec 22, 2025
#15	-5.36% Jun 29, 2021 - Sep 15, 2021	-4.84% Jul 31, 2024 - Aug 15, 2024

Correlation

Correlation between VVR and IGD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (1999 - 2026)

VVR vs IGD dividend yield comparison.

Year	VVR	IGD
2026	9.12%	5.30%
2025	13.94%	10.49%
2024	13.06%	10.52%
2023	11.54%	9.66%
2022	11.46%	8.87%
2021	7.22%	7.73%
2020	6.71%	9.20%
2019	6.22%	10.47%
2018	6.68%	12.49%
2017	5.95%	9.45%
2016	6.41%	13.23%
2015	7.97%	13.03%
2014	7.11%	10.96%
2013	7.26%	10.91%
2012	6.25%	13.03%
2011	6.73%	13.81%
2010	6.52%	12.21%
2009	7.46%	14.87%
2008	21.18%	18.46%
2007	10.55%	12.49%
2006	7.89%	7.91%
2005	6.89%	7.76%
2004	5.07%	0.00%
2003	4.42%	0.00%
2002	6.88%	0.00%
2001	9.57%	0.00%
2000	11.27%	0.00%
1999	1.76%	0.00%