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:
0.53
SPY:
2.17
VVR:
0.79
SPY:
2.88
VVR:
1.10
SPY:
1.41
VVR:
0.65
SPY:
3.19
VVR:
1.65
SPY:
14.10
VVR:
4.23%
SPY:
1.90%
VVR:
13.29%
SPY:
12.39%
VVR:
-73.78%
SPY:
-55.19%
VVR:
-7.83%
SPY:
-3.19%
Returns By Period
In the year-to-date period, VVR achieves a 6.72% return, which is significantly lower than SPY's 24.97% return. Over the past 10 years, VVR has underperformed SPY with an annualized return of 7.12%, while SPY has yielded a comparatively higher 12.92% annualized return.
VVR
6.72%
0.26%
-4.02%
6.98%
8.82%
7.12%
SPY
24.97%
-0.32%
8.25%
26.85%
14.57%
12.92%
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Risk-Adjusted Performance
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 13.34%, more than SPY's 0.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VVR Invesco Senior Income Trust | 13.34% | 11.54% | 11.46% | 7.23% | 6.71% | 6.22% | 6.83% | 6.08% | 6.49% | 7.97% | 7.11% | 7.18% |
SPY SPDR S&P 500 ETF | 0.87% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
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
Invesco Senior Income Trust (VVR) has a higher volatility of 3.99% compared to SPDR S&P 500 ETF (SPY) at 3.64%. This indicates that VVR's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.