VVR vs. SPY
Compare and contrast key facts about Invesco Senior Income Trust (VVR) and SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VVR or SPY.
Correlation
The correlation between VVR and SPY is 0.27, 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. SPY - Performance Comparison
Key characteristics
VVR:
0.88
SPY:
2.20
VVR:
1.25
SPY:
2.92
VVR:
1.17
SPY:
1.41
VVR:
1.10
SPY:
3.35
VVR:
2.65
SPY:
14.01
VVR:
4.48%
SPY:
2.01%
VVR:
13.58%
SPY:
12.76%
VVR:
-73.78%
SPY:
-55.19%
VVR:
-3.31%
SPY:
-0.45%
Returns By Period
In the year-to-date period, VVR achieves a 2.74% return, which is significantly lower than SPY's 2.90% return. Over the past 10 years, VVR has underperformed SPY with an annualized return of 7.53%, while SPY has yielded a comparatively higher 13.39% annualized return.
VVR
2.74%
5.68%
0.15%
11.59%
9.00%
7.53%
SPY
2.90%
2.01%
9.60%
26.34%
14.48%
13.39%
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Risk-Adjusted Performance
VVR vs. SPY — Risk-Adjusted Performance Rank
VVR
SPY
VVR vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Senior Income Trust (VVR) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
VVR's dividend yield for the trailing twelve months is around 12.71%, more than SPY's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VVR Invesco Senior Income Trust | 12.71% | 13.06% | 11.54% | 11.46% | 7.23% | 6.71% | 6.22% | 6.83% | 6.08% | 6.49% | 7.97% | 7.11% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
VVR vs. SPY - Drawdown Comparison
The maximum VVR drawdown since its inception was -73.78%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VVR and SPY. For additional features, visit the drawdowns tool.
Volatility
VVR vs. SPY - Volatility Comparison
The current volatility for Invesco Senior Income Trust (VVR) is 4.55%, while SPDR S&P 500 ETF (SPY) has a volatility of 5.17%. This indicates that VVR experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.