BDN vs. VPV
Compare and contrast key facts about Brandywine Realty Trust (BDN) and Invesco Pennsylvania Value Municipal Income Trust (VPV).
Performance
BDN vs. VPV - Performance Comparison
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BDN vs. VPV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BDN Brandywine Realty Trust | -4.66% | -41.31% | 17.13% | 1.73% | -50.65% | 19.50% | -19.06% | 28.95% | -26.04% | 14.42% |
VPV Invesco Pennsylvania Value Municipal Income Trust | 2.93% | 9.96% | 9.04% | 6.10% | -26.32% | 14.57% | 1.46% | 19.47% | 1.31% | 5.14% |
Fundamentals
BDN:
$470.72M
VPV:
$188.91M
BDN:
-$1.03
VPV:
$0.83
BDN:
0.97
VPV:
5.45
BDN:
0.59
VPV:
1.01
BDN:
$484.45M
VPV:
$34.69M
BDN:
$122.83M
VPV:
$19.95M
BDN:
$257.23M
VPV:
$2.90M
Returns By Period
In the year-to-date period, BDN achieves a -4.66% return, which is significantly lower than VPV's 2.93% return. Over the past 10 years, BDN has underperformed VPV with an annualized return of -8.42%, while VPV has yielded a comparatively higher 2.88% annualized return.
BDN
- 1D
- 3.44%
- 1M
- -15.05%
- YTD
- -4.66%
- 6M
- -31.84%
- 1Y
- -31.70%
- 3Y*
- -5.62%
- 5Y*
- -19.00%
- 10Y*
- -8.42%
VPV
- 1D
- 2.82%
- 1M
- -1.34%
- YTD
- 2.93%
- 6M
- 6.23%
- 1Y
- 12.10%
- 3Y*
- 8.15%
- 5Y*
- 1.31%
- 10Y*
- 2.88%
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Return for Risk
BDN vs. VPV — Risk / Return Rank
BDN
VPV
BDN vs. VPV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brandywine Realty Trust (BDN) and Invesco Pennsylvania Value Municipal Income Trust (VPV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BDN | VPV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.89 | 1.20 | -2.09 |
Sortino ratioReturn per unit of downside risk | -1.26 | 1.64 | -2.90 |
Omega ratioGain probability vs. loss probability | 0.86 | 1.24 | -0.38 |
Calmar ratioReturn relative to maximum drawdown | -0.72 | 1.70 | -2.42 |
Martin ratioReturn relative to average drawdown | -1.51 | 5.07 | -6.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BDN | VPV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.89 | 1.20 | -2.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.50 | 0.13 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.24 | 0.24 | -0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.36 | -0.35 |
Correlation
The correlation between BDN and VPV is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BDN vs. VPV - Dividend Comparison
BDN's dividend yield for the trailing twelve months is around 16.97%, more than VPV's 7.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDN Brandywine Realty Trust | 16.97% | 18.15% | 10.71% | 13.33% | 12.36% | 5.66% | 6.38% | 4.83% | 5.59% | 3.52% | 3.76% | 4.39% |
VPV Invesco Pennsylvania Value Municipal Income Trust | 7.57% | 7.65% | 6.07% | 3.81% | 5.48% | 4.29% | 4.61% | 4.85% | 5.94% | 5.15% | 6.00% | 6.09% |
Drawdowns
BDN vs. VPV - Drawdown Comparison
The maximum BDN drawdown since its inception was -96.84%, which is greater than VPV's maximum drawdown of -45.21%. Use the drawdown chart below to compare losses from any high point for BDN and VPV.
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Drawdown Indicators
| BDN | VPV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.84% | -45.21% | -51.63% |
Max Drawdown (1Y)Largest decline over 1 year | -43.44% | -7.19% | -36.25% |
Max Drawdown (5Y)Largest decline over 5 years | -73.17% | -33.08% | -40.09% |
Max Drawdown (10Y)Largest decline over 10 years | -73.17% | -33.08% | -40.09% |
Current DrawdownCurrent decline from peak | -71.58% | -4.29% | -67.29% |
Average DrawdownAverage peak-to-trough decline | -39.11% | -8.50% | -30.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.84% | 2.41% | +18.43% |
Volatility
BDN vs. VPV - Volatility Comparison
Brandywine Realty Trust (BDN) has a higher volatility of 11.40% compared to Invesco Pennsylvania Value Municipal Income Trust (VPV) at 4.80%. This indicates that BDN's price experiences larger fluctuations and is considered to be riskier than VPV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BDN | VPV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.40% | 4.80% | +6.60% |
Volatility (6M)Calculated over the trailing 6-month period | 26.26% | 7.10% | +19.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.60% | 10.13% | +25.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.89% | 10.09% | +27.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.08% | 11.93% | +23.15% |
Financials
BDN vs. VPV - Financials Comparison
This section allows you to compare key financial metrics between Brandywine Realty Trust and Invesco Pennsylvania Value Municipal Income Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities