VVR vs. BKLN
Compare and contrast key facts about Invesco Senior Income Trust (VVR) and Invesco Senior Loan ETF (BKLN).
BKLN is a passively managed fund by Invesco that tracks the performance of the S&P/LSTA U.S. Leveraged Loan 100 Index. It was launched on Mar 3, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VVR or BKLN.
Correlation
The correlation between VVR and BKLN is 0.30, 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
VVR vs. BKLN - Performance Comparison
Key characteristics
VVR:
0.47
BKLN:
3.63
VVR:
0.71
BKLN:
5.46
VVR:
1.09
BKLN:
1.95
VVR:
0.58
BKLN:
4.99
VVR:
1.46
BKLN:
41.57
VVR:
4.24%
BKLN:
0.20%
VVR:
13.25%
BKLN:
2.29%
VVR:
-73.78%
BKLN:
-24.17%
VVR:
-8.51%
BKLN:
-0.24%
Returns By Period
In the year-to-date period, VVR achieves a 5.94% return, which is significantly lower than BKLN's 7.85% return. Over the past 10 years, VVR has outperformed BKLN with an annualized return of 6.95%, while BKLN has yielded a comparatively lower 3.75% annualized return.
VVR
5.94%
0.04%
-4.50%
5.42%
8.61%
6.95%
BKLN
7.85%
0.19%
4.45%
8.05%
4.21%
3.75%
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Risk-Adjusted Performance
VVR vs. BKLN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Senior Income Trust (VVR) and Invesco Senior Loan ETF (BKLN). 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
VVR vs. BKLN - Dividend Comparison
VVR's dividend yield for the trailing twelve months is around 13.44%, more than BKLN's 7.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VVR Invesco Senior Income Trust | 13.44% | 11.54% | 11.46% | 7.23% | 6.71% | 6.22% | 6.83% | 6.08% | 6.49% | 7.97% | 7.11% | 7.18% |
BKLN Invesco Senior Loan ETF | 7.82% | 8.59% | 4.93% | 3.11% | 3.56% | 4.86% | 4.51% | 3.51% | 4.55% | 4.11% | 4.12% | 4.39% |
Drawdowns
VVR vs. BKLN - Drawdown Comparison
The maximum VVR drawdown since its inception was -73.78%, which is greater than BKLN's maximum drawdown of -24.17%. Use the drawdown chart below to compare losses from any high point for VVR and BKLN. For additional features, visit the drawdowns tool.
Volatility
VVR vs. BKLN - Volatility Comparison
Invesco Senior Income Trust (VVR) has a higher volatility of 3.86% compared to Invesco Senior Loan ETF (BKLN) at 0.36%. This indicates that VVR's price experiences larger fluctuations and is considered to be riskier than BKLN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.