VKQ vs. IVV
Compare and contrast key facts about Invesco Municipal Trust (VKQ) and iShares Core S&P 500 ETF (IVV).
IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VKQ or IVV.
Correlation
The correlation between VKQ and IVV is 0.11, 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.
Performance
VKQ vs. IVV - Performance Comparison
Key characteristics
VKQ:
0.92
IVV:
2.04
VKQ:
1.41
IVV:
2.72
VKQ:
1.17
IVV:
1.38
VKQ:
0.35
IVV:
3.03
VKQ:
4.78
IVV:
13.54
VKQ:
1.90%
IVV:
1.88%
VKQ:
9.89%
IVV:
12.49%
VKQ:
-51.05%
IVV:
-55.25%
VKQ:
-17.90%
IVV:
-3.52%
Returns By Period
In the year-to-date period, VKQ achieves a 8.38% return, which is significantly lower than IVV's 24.63% return. Over the past 10 years, VKQ has underperformed IVV with an annualized return of 2.84%, while IVV has yielded a comparatively higher 13.00% annualized return.
VKQ
8.38%
-2.00%
0.59%
8.72%
0.43%
2.84%
IVV
24.63%
-0.30%
7.64%
24.80%
14.56%
13.00%
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Risk-Adjusted Performance
VKQ vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Municipal Trust (VKQ) and iShares Core S&P 500 ETF (IVV). 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
VKQ vs. IVV - Dividend Comparison
VKQ's dividend yield for the trailing twelve months is around 6.52%, more than IVV's 1.63% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VKQ Invesco Municipal Trust | 6.52% | 4.60% | 5.63% | 4.71% | 4.66% | 4.99% | 5.98% | 5.76% | 6.43% | 6.39% | 6.37% | 7.35% |
IVV iShares Core S&P 500 ETF | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% | 1.80% |
Drawdowns
VKQ vs. IVV - Drawdown Comparison
The maximum VKQ drawdown since its inception was -51.05%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for VKQ and IVV. For additional features, visit the drawdowns tool.
Volatility
VKQ vs. IVV - Volatility Comparison
Invesco Municipal Trust (VKQ) and iShares Core S&P 500 ETF (IVV) have volatilities of 3.71% and 3.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.