VLT vs. SPYG

In the year-to-date period, VLT achieves a 0.66% return, which is significantly higher than SPYG's -0.54% return. Over the past 10 years, VLT has underperformed SPYG with an annualized return of 5.74%, while SPYG has yielded a comparatively higher 14.60% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for Invesco High Income Trust II (VLT) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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.

The current VLT Sharpe Ratio is 0.89, which is comparable to the SPYG Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of VLT and SPYG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VLT's dividend yield for the trailing twelve months is around 10.83%, more than SPYG's 0.62% yield.

The maximum VLT drawdown since its inception was -69.60%, roughly equal to the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for VLT and SPYG. For additional features, visit the drawdowns tool.

The current volatility for Invesco High Income Trust II (VLT) is 2.67%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 7.64%. This indicates that VLT experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.