VPV vs. SLG
Compare and contrast key facts about Invesco Pennsylvania Value Municipal Income Trust (VPV) and SL Green Realty Corp. (SLG).
Performance
VPV vs. SLG - Performance Comparison
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VPV vs. SLG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VPV Invesco Pennsylvania Value Municipal Income Trust | 2.93% | 9.96% | 9.04% | 6.10% | -26.32% | 14.57% | 1.46% | 19.47% | 1.31% | 5.14% |
SLG SL Green Realty Corp. | -18.06% | -29.03% | 58.26% | 48.75% | -50.94% | 22.86% | -29.14% | 20.96% | -18.80% | -3.25% |
Fundamentals
VPV:
$188.91M
SLG:
$2.60B
VPV:
$0.83
SLG:
-$1.22
VPV:
5.45
SLG:
2.67
VPV:
1.01
SLG:
0.75
VPV:
$34.69M
SLG:
$1.00B
VPV:
$19.95M
SLG:
$341.79M
VPV:
$2.90M
SLG:
$409.72M
Returns By Period
In the year-to-date period, VPV achieves a 2.93% return, which is significantly higher than SLG's -18.06% return. Over the past 10 years, VPV has outperformed SLG with an annualized return of 2.88%, while SLG has yielded a comparatively lower -4.49% annualized return.
VPV
- 1D
- 2.82%
- 1M
- -1.34%
- YTD
- 2.93%
- 6M
- 6.23%
- 1Y
- 12.10%
- 3Y*
- 8.15%
- 5Y*
- 1.31%
- 10Y*
- 2.88%
SLG
- 1D
- 4.76%
- 1M
- 2.00%
- YTD
- -18.06%
- 6M
- -36.49%
- 1Y
- -32.38%
- 3Y*
- 24.11%
- 5Y*
- -7.16%
- 10Y*
- -4.49%
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Return for Risk
VPV vs. SLG — Risk / Return Rank
VPV
SLG
VPV vs. SLG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Pennsylvania Value Municipal Income Trust (VPV) and SL Green Realty Corp. (SLG). 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.
| VPV | SLG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | -0.83 | +2.03 |
Sortino ratioReturn per unit of downside risk | 1.64 | -1.07 | +2.72 |
Omega ratioGain probability vs. loss probability | 1.24 | 0.88 | +0.36 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | -0.70 | +2.40 |
Martin ratioReturn relative to average drawdown | 5.07 | -1.40 | +6.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VPV | SLG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | -0.83 | +2.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | -0.17 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | -0.11 | +0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.13 | +0.23 |
Correlation
The correlation between VPV and SLG 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.
Dividends
VPV vs. SLG - Dividend Comparison
VPV's dividend yield for the trailing twelve months is around 7.57%, more than SLG's 7.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPV Invesco Pennsylvania Value Municipal Income Trust | 7.57% | 7.65% | 6.07% | 3.81% | 5.48% | 4.29% | 4.61% | 4.85% | 5.94% | 5.15% | 6.00% | 6.09% |
SLG SL Green Realty Corp. | 7.25% | 6.18% | 4.43% | 7.15% | 10.94% | 5.09% | 7.81% | 3.74% | 4.16% | 3.11% | 2.73% | 2.23% |
Drawdowns
VPV vs. SLG - Drawdown Comparison
The maximum VPV drawdown since its inception was -45.21%, smaller than the maximum SLG drawdown of -94.02%. Use the drawdown chart below to compare losses from any high point for VPV and SLG.
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Drawdown Indicators
| VPV | SLG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.21% | -94.02% | +48.81% |
Max Drawdown (1Y)Largest decline over 1 year | -7.19% | -45.40% | +38.21% |
Max Drawdown (5Y)Largest decline over 5 years | -33.08% | -74.47% | +41.39% |
Max Drawdown (10Y)Largest decline over 10 years | -33.08% | -77.70% | +44.62% |
Current DrawdownCurrent decline from peak | -4.29% | -53.08% | +48.79% |
Average DrawdownAverage peak-to-trough decline | -8.50% | -27.32% | +18.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 22.87% | -20.46% |
Volatility
VPV vs. SLG - Volatility Comparison
The current volatility for Invesco Pennsylvania Value Municipal Income Trust (VPV) is 4.80%, while SL Green Realty Corp. (SLG) has a volatility of 13.78%. This indicates that VPV experiences smaller price fluctuations and is considered to be less risky than SLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VPV | SLG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 13.78% | -8.98% |
Volatility (6M)Calculated over the trailing 6-month period | 7.10% | 27.42% | -20.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.13% | 39.32% | -29.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.09% | 43.32% | -33.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.93% | 42.00% | -30.07% |
Financials
VPV vs. SLG - Financials Comparison
This section allows you to compare key financial metrics between Invesco Pennsylvania Value Municipal Income Trust and SL Green Realty Corp.. 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