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:
1.18
IVV:
1.96
VKQ:
1.80
IVV:
2.62
VKQ:
1.22
IVV:
1.36
VKQ:
0.46
IVV:
3.00
VKQ:
5.03
IVV:
12.50
VKQ:
2.37%
IVV:
2.02%
VKQ:
10.13%
IVV:
12.89%
VKQ:
-51.05%
IVV:
-55.25%
VKQ:
-16.44%
IVV:
-1.69%
Returns By Period
In the year-to-date period, VKQ achieves a 0.54% return, which is significantly lower than IVV's 2.33% return. Over the past 10 years, VKQ has underperformed IVV with an annualized return of 2.51%, while IVV has yielded a comparatively higher 13.70% annualized return.
VKQ
0.54%
3.39%
2.36%
12.38%
-0.29%
2.51%
IVV
2.33%
0.81%
10.78%
24.66%
14.76%
13.70%
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Risk-Adjusted Performance
VKQ vs. IVV — Risk-Adjusted Performance Rank
VKQ
IVV
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 6.73%, more than IVV's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VKQ Invesco Municipal Trust | 6.73% | 6.44% | 4.60% | 5.63% | 4.71% | 4.66% | 4.99% | 5.98% | 5.76% | 6.43% | 6.39% | 6.37% |
IVV iShares Core S&P 500 ETF | 1.27% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
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
The current volatility for Invesco Municipal Trust (VKQ) is 3.28%, while iShares Core S&P 500 ETF (IVV) has a volatility of 4.22%. This indicates that VKQ experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.