VKQ vs. MUB
Compare and contrast key facts about Invesco Municipal Trust (VKQ) and iShares National AMT-Free Muni Bond ETF (MUB).
MUB is a passively managed fund by iShares that tracks the performance of the S&P National AMT-Free Municipal Bond Index. It was launched on Sep 7, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VKQ or MUB.
Correlation
The correlation between VKQ and MUB is 0.33, 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. MUB - Performance Comparison
Key characteristics
VKQ:
0.92
MUB:
0.23
VKQ:
1.41
MUB:
0.34
VKQ:
1.17
MUB:
1.04
VKQ:
0.35
MUB:
0.19
VKQ:
4.78
MUB:
0.90
VKQ:
1.90%
MUB:
0.97%
VKQ:
9.89%
MUB:
3.82%
VKQ:
-51.05%
MUB:
-13.68%
VKQ:
-17.90%
MUB:
-2.31%
Returns By Period
In the year-to-date period, VKQ achieves a 8.38% return, which is significantly higher than MUB's 0.53% return. Over the past 10 years, VKQ has outperformed MUB with an annualized return of 2.84%, while MUB has yielded a comparatively lower 2.01% annualized return.
VKQ
8.38%
-2.00%
0.59%
8.72%
0.43%
2.84%
MUB
0.53%
-1.19%
0.74%
0.73%
0.89%
2.01%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
VKQ vs. MUB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Municipal Trust (VKQ) and iShares National AMT-Free Muni Bond ETF (MUB). 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. MUB - Dividend Comparison
VKQ's dividend yield for the trailing twelve months is around 6.52%, more than MUB's 3.03% 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% |
MUB iShares National AMT-Free Muni Bond ETF | 3.03% | 2.65% | 2.11% | 1.81% | 2.11% | 2.42% | 2.46% | 2.26% | 2.21% | 2.51% | 2.73% | 3.02% |
Drawdowns
VKQ vs. MUB - Drawdown Comparison
The maximum VKQ drawdown since its inception was -51.05%, which is greater than MUB's maximum drawdown of -13.68%. Use the drawdown chart below to compare losses from any high point for VKQ and MUB. For additional features, visit the drawdowns tool.
Volatility
VKQ vs. MUB - Volatility Comparison
Invesco Municipal Trust (VKQ) has a higher volatility of 3.68% compared to iShares National AMT-Free Muni Bond ETF (MUB) at 1.13%. This indicates that VKQ's price experiences larger fluctuations and is considered to be riskier than MUB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.