BKLN vs. VVR
Compare and contrast key facts about Invesco Senior Loan ETF (BKLN) and Invesco Senior Income Trust (VVR).
BKLN is a passively managed fund by Invesco that tracks the performance of the S&P/LSTA U.S. Leveraged Loan 100 Index. It was launched on Mar 3, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BKLN or VVR.
Correlation
The correlation between BKLN and VVR is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BKLN vs. VVR - Performance Comparison
Key characteristics
BKLN:
1.60
VVR:
-0.18
BKLN:
2.50
VVR:
-0.08
BKLN:
1.49
VVR:
0.99
BKLN:
1.80
VVR:
-0.20
BKLN:
12.13
VVR:
-0.63
BKLN:
0.53%
VVR:
6.08%
BKLN:
4.00%
VVR:
21.84%
BKLN:
-24.17%
VVR:
-73.80%
BKLN:
-0.20%
VVR:
-10.76%
Returns By Period
In the year-to-date period, BKLN achieves a 0.43% return, which is significantly higher than VVR's -4.48% return. Over the past 10 years, BKLN has underperformed VVR with an annualized return of 3.61%, while VVR has yielded a comparatively higher 5.94% annualized return.
BKLN
0.43%
0.18%
1.88%
6.28%
5.99%
3.61%
VVR
-4.48%
-0.29%
-1.12%
-3.85%
13.03%
5.94%
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Risk-Adjusted Performance
BKLN vs. VVR — Risk-Adjusted Performance Rank
BKLN
VVR
BKLN vs. VVR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Senior Loan ETF (BKLN) and Invesco Senior Income Trust (VVR). 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.
Dividends
BKLN vs. VVR - Dividend Comparison
BKLN's dividend yield for the trailing twelve months is around 8.08%, less than VVR's 13.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKLN Invesco Senior Loan ETF | 8.08% | 8.41% | 8.59% | 4.93% | 3.11% | 3.56% | 4.84% | 4.52% | 3.50% | 4.54% | 4.12% | 4.12% |
VVR Invesco Senior Income Trust | 13.66% | 13.06% | 11.54% | 11.46% | 7.22% | 6.71% | 6.22% | 6.68% | 5.95% | 6.41% | 7.97% | 7.11% |
Drawdowns
BKLN vs. VVR - Drawdown Comparison
The maximum BKLN drawdown since its inception was -24.17%, smaller than the maximum VVR drawdown of -73.80%. Use the drawdown chart below to compare losses from any high point for BKLN and VVR. For additional features, visit the drawdowns tool.
Volatility
BKLN vs. VVR - Volatility Comparison
The current volatility for Invesco Senior Loan ETF (BKLN) is 3.41%, while Invesco Senior Income Trust (VVR) has a volatility of 12.29%. This indicates that BKLN experiences smaller price fluctuations and is considered to be less risky than VVR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.