VMO vs. VTI
Compare and contrast key facts about Invesco Municipal Opportunity Trust (VMO) and Vanguard Total Stock Market ETF (VTI).
VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMO or VTI.
Correlation
The correlation between VMO and VTI is 0.13, 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
VMO vs. VTI - Performance Comparison
Key characteristics
VMO:
0.75
VTI:
2.07
VMO:
1.14
VTI:
2.76
VMO:
1.14
VTI:
1.38
VMO:
0.29
VTI:
3.09
VMO:
3.55
VTI:
13.22
VMO:
2.10%
VTI:
2.00%
VMO:
9.97%
VTI:
12.77%
VMO:
-50.09%
VTI:
-55.45%
VMO:
-18.82%
VTI:
-3.35%
Returns By Period
In the year-to-date period, VMO achieves a 6.02% return, which is significantly lower than VTI's 24.48% return. Over the past 10 years, VMO has underperformed VTI with an annualized return of 2.70%, while VTI has yielded a comparatively higher 12.50% annualized return.
VMO
6.02%
-2.42%
-0.75%
7.47%
0.03%
2.70%
VTI
24.48%
-0.18%
9.50%
26.46%
14.02%
12.50%
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Risk-Adjusted Performance
VMO vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Municipal Opportunity Trust (VMO) and Vanguard Total Stock Market ETF (VTI). 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
VMO vs. VTI - Dividend Comparison
VMO's dividend yield for the trailing twelve months is around 6.60%, more than VTI's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMO Invesco Municipal Opportunity Trust | 6.60% | 4.48% | 5.70% | 4.64% | 4.66% | 4.94% | 5.90% | 5.98% | 6.72% | 6.32% | 6.12% | 7.43% |
VTI Vanguard Total Stock Market ETF | 0.94% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
VMO vs. VTI - Drawdown Comparison
The maximum VMO drawdown since its inception was -50.09%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for VMO and VTI. For additional features, visit the drawdowns tool.
Volatility
VMO vs. VTI - Volatility Comparison
The current volatility for Invesco Municipal Opportunity Trust (VMO) is 3.27%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 3.91%. This indicates that VMO experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.