Correlation
The correlation between VPV and BDN is 0.09, 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.
VPV vs. BDN
Compare and contrast key facts about Invesco Pennsylvania Value Municipal Income Trust (VPV) and Brandywine Realty Trust (BDN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VPV or BDN.
Performance
VPV vs. BDN - Performance Comparison
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Key characteristics
VPV:
0.29
BDN:
0.07
VPV:
0.61
BDN:
0.44
VPV:
1.09
BDN:
1.06
VPV:
0.23
BDN:
0.08
VPV:
0.69
BDN:
0.28
VPV:
6.00%
BDN:
19.50%
VPV:
9.89%
BDN:
36.66%
VPV:
-45.33%
BDN:
-97.00%
VPV:
-15.33%
BDN:
-59.66%
Fundamentals
VPV:
$178.01M
BDN:
$733.76M
VPV:
$0.57
BDN:
-$1.20
VPV:
0.00
BDN:
14.94
VPV:
10.31
BDN:
2.35
VPV:
0.85
BDN:
0.73
VPV:
$19.44M
BDN:
$500.55M
VPV:
$13.32M
BDN:
$268.86M
VPV:
$12.84M
BDN:
-$231.13M
Returns By Period
In the year-to-date period, VPV achieves a -0.66% return, which is significantly higher than BDN's -20.57% return. Over the past 10 years, VPV has outperformed BDN with an annualized return of 2.97%, while BDN has yielded a comparatively lower -4.66% annualized return.
VPV
-0.66%
-0.14%
-8.82%
2.83%
1.61%
1.34%
2.97%
BDN
-20.57%
2.96%
-21.13%
2.53%
-17.47%
-8.90%
-4.66%
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Risk-Adjusted Performance
VPV vs. BDN — Risk-Adjusted Performance Rank
VPV
BDN
VPV vs. BDN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Pennsylvania Value Municipal Income Trust (VPV) and Brandywine Realty Trust (BDN). 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.
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Dividends
VPV vs. BDN - Dividend Comparison
VPV's dividend yield for the trailing twelve months is around 8.09%, less than BDN's 14.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPV Invesco Pennsylvania Value Municipal Income Trust | 8.09% | 6.07% | 3.81% | 5.48% | 4.29% | 4.61% | 4.85% | 5.94% | 5.15% | 6.00% | 6.09% | 6.48% |
BDN Brandywine Realty Trust | 14.35% | 10.71% | 13.33% | 12.36% | 5.66% | 6.38% | 4.83% | 5.59% | 3.52% | 3.76% | 4.39% | 3.75% |
Drawdowns
VPV vs. BDN - Drawdown Comparison
The maximum VPV drawdown since its inception was -45.33%, smaller than the maximum BDN drawdown of -97.00%. Use the drawdown chart below to compare losses from any high point for VPV and BDN.
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Volatility
VPV vs. BDN - Volatility Comparison
The current volatility for Invesco Pennsylvania Value Municipal Income Trust (VPV) is 2.50%, while Brandywine Realty Trust (BDN) has a volatility of 7.51%. This indicates that VPV experiences smaller price fluctuations and is considered to be less risky than BDN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
VPV vs. BDN - Financials Comparison
This section allows you to compare key financial metrics between Invesco Pennsylvania Value Municipal Income Trust and Brandywine Realty Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
VPV vs. BDN - Profitability Comparison
VPV - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Invesco Pennsylvania Value Municipal Income Trust reported a gross profit of 8.91M and revenue of 10.24M. Therefore, the gross margin over that period was 87.0%.
BDN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Brandywine Realty Trust reported a gross profit of 73.93M and revenue of 121.52M. Therefore, the gross margin over that period was 60.8%.
VPV - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Invesco Pennsylvania Value Municipal Income Trust reported an operating income of 982.55K and revenue of 10.24M, resulting in an operating margin of 9.6%.
BDN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Brandywine Realty Trust reported an operating income of 15.16M and revenue of 121.52M, resulting in an operating margin of 12.5%.
VPV - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Invesco Pennsylvania Value Municipal Income Trust reported a net income of 4.51M and revenue of 10.24M, resulting in a net margin of 44.0%.
BDN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Brandywine Realty Trust reported a net income of -27.40M and revenue of 121.52M, resulting in a net margin of -22.6%.