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ASMF vs PVI

Comparison between Virtus AlphaSimplex Managed Futures ETF (ASMF, ETF) and INVESCO FLOATING RATE MUNICIPAL INCOME ETF (PVI, ETF).

ASMF vs PVI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ASMF
$31M
Winner
PVI
$31M
Expense Ratio
ASMF
0.80%
Winner
PVI
0.25%
Max Drawdown
ASMF
16.69%
Winner
PVI
5.21%
Sharpe Ratio
Winner
ASMF
0.94
PVI
-0.55
5Y Beta
ASMF
0.31
Winner
PVI
0.02
5Y Dividends CAGR
ASMF
N/A
PVI
122.99%

ASMF vs PVI - Historical Returns

Returns include dividend reinvestment.

1M
ASMF
-1.28%
Winner
PVI
+0.64%
3M
Winner
ASMF
+1.24%
PVI
+0.81%
6M
Winner
ASMF
+9.09%
PVI
+1.30%
1Y
Winner
ASMF
+14.77%
PVI
+2.15%
5Y(CAGR)
ASMF
N/A
PVI
+1.92%
10Y(CAGR)
ASMF
N/A
PVI
+1.29%
Max(CAGR)
Winner
ASMF
+2.21%
PVI
+0.99%

ASMF vs PVI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearASMFPVI
2026+6.55%+0.82%
2025+0.64%+2.64%
2024-3.56%+2.43%
2023N/A+2.71%
2022N/A+0.90%
2021N/A-0.08%
2020N/A+0.13%
2019N/A+1.24%
2018N/A+1.13%
2017N/A+0.53%
2016N/A+0.25%
2015N/A-0.18%
2014N/A-0.08%
2013N/A+0.03%
2012N/A+0.13%
2011N/A+0.65%
2010N/A+0.33%
2009N/A+0.96%
2008N/A+3.44%
2007N/A+0.49%

ASMF vs PVI Drawdown Comparison

The maximum drawdown for ASMF was -15.30%, occurring on Apr 8, 2025. Recovery took 397 trading sessions.

The maximum drawdown for PVI was -4.10%, occurring on Feb 29, 2008. Recovery took 347 trading sessions.

The current ASMF drawdown is -3.31%. The current PVI drawdown is -0.16%.

RankASMFPVI
#1-15.30%
Jul 10, 2024 - Feb 9, 2026
-4.10%
Jan 25, 2008 - Jun 11, 2009
#2-5.02%
Feb 27, 2026 - May 12, 2026
-1.17%
Oct 2, 2024 - Jan 10, 2025
#3-4.22%
May 20, 2024 - Jul 1, 2024
-1.04%
Oct 26, 2010 - Nov 15, 2010
#4-3.31%
May 19, 2026 - Jun 5, 2026
-0.99%
Sep 4, 2025 - Oct 27, 2025
#5-2.19%
Feb 11, 2026 - Feb 24, 2026
-0.80%
Mar 27, 2025 - Apr 9, 2025
#6-0.57%
Feb 9, 2026 - Feb 11, 2026
-0.68%
Mar 20, 2020 - Oct 24, 2022
#7-0.38%
May 13, 2026 - May 19, 2026
-0.65%
Dec 31, 2025 - Feb 3, 2026
#8-0.36%
Feb 25, 2026 - Feb 27, 2026
-0.65%
Mar 27, 2026 - May 19, 2026
#9-0.14%
Jul 5, 2024 - Jul 10, 2024
-0.65%
Oct 27, 2025 - Dec 22, 2025
#10N/A-0.60%
Feb 3, 2026 - Mar 13, 2026
#11N/A-0.60%
Jul 19, 2013 - Mar 17, 2017
#12N/A-0.58%
Mar 1, 2018 - May 23, 2018
#13N/A-0.52%
Feb 24, 2020 - Mar 19, 2020
#14N/A-0.48%
Feb 21, 2025 - Mar 24, 2025
#15N/A-0.48%
Jun 19, 2018 - Aug 15, 2018

Correlation

Correlation between ASMF and PVI is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26
-101

Dividend Comparison (2007 - 2026)

ASMF vs PVI dividend yield comparison.

YearASMFPVI
20260.00%0.87%
20250.22%2.22%
20241.66%2.72%
20230.00%3.36%
20220.00%0.56%
20200.00%0.36%
20190.00%1.15%
20180.00%1.14%
20170.00%0.56%
20160.00%0.13%
20150.00%0.00%
20140.00%0.00%
20130.00%0.03%
20120.00%0.17%
20110.00%0.52%
20100.00%0.33%
20090.00%1.23%
20080.00%3.38%
20070.00%0.41%

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