IMSI vs. VWAHX
Compare and contrast key facts about Invesco Municipal Strategic Income ETF (IMSI) and Vanguard High-Yield Tax-Exempt Fund Investor Shares (VWAHX).
IMSI is an actively managed fund by Invesco. It was launched on Dec 5, 2022. VWAHX is managed by Vanguard. It was launched on Dec 27, 1978.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IMSI or VWAHX.
Correlation
The correlation between IMSI and VWAHX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
IMSI vs. VWAHX - Performance Comparison
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Key characteristics
IMSI:
1.19%
VWAHX:
6.21%
IMSI:
0.00%
VWAHX:
-17.82%
IMSI:
0.00%
VWAHX:
-4.00%
Returns By Period
IMSI
N/A
N/A
N/A
N/A
N/A
N/A
VWAHX
-2.06%
1.87%
-2.09%
0.61%
1.88%
2.78%
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IMSI vs. VWAHX - Expense Ratio Comparison
IMSI has a 0.39% expense ratio, which is higher than VWAHX's 0.17% expense ratio.
Risk-Adjusted Performance
IMSI vs. VWAHX — Risk-Adjusted Performance Rank
IMSI
VWAHX
IMSI vs. VWAHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Municipal Strategic Income ETF (IMSI) and Vanguard High-Yield Tax-Exempt Fund Investor Shares (VWAHX). 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.
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Dividends
IMSI vs. VWAHX - Dividend Comparison
IMSI has not paid dividends to shareholders, while VWAHX's dividend yield for the trailing twelve months is around 3.58%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMSI Invesco Municipal Strategic Income ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VWAHX Vanguard High-Yield Tax-Exempt Fund Investor Shares | 3.58% | 3.74% | 3.51% | 3.36% | 3.47% | 3.32% | 3.67% | 3.77% | 3.67% | 3.75% | 3.69% | 3.78% |
Drawdowns
IMSI vs. VWAHX - Drawdown Comparison
The maximum IMSI drawdown since its inception was 0.00%, smaller than the maximum VWAHX drawdown of -17.82%. Use the drawdown chart below to compare losses from any high point for IMSI and VWAHX. For additional features, visit the drawdowns tool.
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Volatility
IMSI vs. VWAHX - Volatility Comparison
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