BLW vs VVR

Comparison between BlackRock Ltd Duration Income Trust (BLW, ETF) and Invesco Senior Income Trust (VVR, ETF).

5-Year PerformanceVVR has outperformed BLW, delivering a return of +5.0% compared to +3.7%

BLW vs VVR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BLW(ETF)	VVR(ETF)
Net Assets	$518M	$517M
Max Drawdown	53.45%	79.46%
Sharpe Ratio	-0.34	-0.74
5Y Beta	0.29	0.41
5Y Dividends CAGR	4.57%	11.58%

Net Assets

Winner

BLW

$518M

VVR

$517M

Max Drawdown

Winner

BLW

53.45%

VVR

79.46%

Sharpe Ratio

Winner

BLW

-0.34

VVR

-0.74

5Y Beta

Winner

BLW

0.29

VVR

0.41

5Y Dividends CAGR

BLW

4.57%

Winner

VVR

11.58%

BLW vs VVR - Historical Returns

Returns include dividend reinvestment.

Period	BLW	VVR
1 month	+5.59%	+1.32%
3 months	+2.27%	-1.03%
6 months	-2.14%	-3.31%
1 year	+0.63%	-7.98%
5 years(CAGR)	+3.66%	+4.97%
10 years(CAGR)	+6.57%	+5.64%
Max(CAGR)	+6.36%	+4.06%

Winner

BLW

+5.59%

VVR

+1.32%

Winner

BLW

+2.27%

VVR

-1.03%

Winner

BLW

-2.14%

VVR

-3.31%

Winner

BLW

+0.63%

VVR

-7.98%

5Y(CAGR)

BLW

+3.66%

Winner

VVR

+4.97%

10Y(CAGR)

Winner

BLW

+6.57%

VVR

+5.64%

Max(CAGR)

Winner

BLW

+6.36%

VVR

+4.06%

BLW vs VVR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BLW	VVR
2026	-0.76%	-0.67%
2025	+6.59%	-6.86%
2024	+10.99%	+8.01%
2023	+17.58%	+20.83%
2022	-13.83%	-1.32%
2021	+15.47%	+17.85%
2020	+5.10%	-0.61%
2019	+29.26%	+14.90%
2018	-10.83%	-6.85%
2017	+10.73%	-0.24%
2016	+15.15%	+24.32%
2015	+0.64%	-4.52%
2014	-0.89%	-2.92%
2013	-0.84%	+3.58%
2012	+22.20%	+27.58%
2011	+6.25%	-3.18%
2010	+19.07%	+15.92%
2009	+41.15%	+67.32%
2008	-25.24%	-58.92%
2007	-8.08%	-13.25%
2006	+19.10%	+22.63%
2005	-8.69%	-1.38%
2004	+15.50%	+1.63%
2003	-2.24%	+33.74%
2002	N/A	+1.60%
2001	N/A	+5.87%
2000	N/A	+3.10%
1999	N/A	-10.09%

BLW vs VVR Drawdown Comparison

The maximum drawdown for BLW was -44.04%, occurring on Oct 10, 2008. Recovery took 723 trading sessions.

The maximum drawdown for VVR was -73.76%, occurring on Dec 15, 2008. Recovery took 1440 trading sessions.

The current BLW drawdown is -3.08%. The current VVR drawdown is -13.45%.

Rank	BLW	VVR
#1	-44.04% Apr 16, 2007 - Feb 26, 2010	-73.76% Jun 19, 2007 - Mar 8, 2013
#2	-41.88% Jan 24, 2020 - Nov 24, 2020	-55.89% Feb 19, 2020 - Jan 14, 2021
#3	-26.26% Nov 12, 2021 - Mar 1, 2024	-23.07% May 10, 2013 - Dec 9, 2016
#4	-16.95% Jun 29, 2011 - Mar 23, 2012	-19.49% Feb 28, 2025 - Apr 7, 2025
#5	-14.04% May 24, 2013 - May 27, 2016	-18.97% Sep 21, 2000 - Apr 2, 2003
#6	-13.50% Jan 16, 2018 - Apr 11, 2019	-14.53% Jan 18, 2022 - Feb 15, 2023
#7	-13.28% Feb 7, 2005 - Feb 21, 2006	-12.46% May 10, 2017 - Feb 28, 2019
#8	-11.64% Apr 1, 2004 - Sep 22, 2004	-12.22% Mar 6, 2023 - Aug 11, 2023
#9	-11.19% Feb 18, 2026 - Mar 30, 2026	-12.03% Nov 16, 1999 - Jul 27, 2000
#10	-11.09% May 3, 2010 - Jul 26, 2010	-10.75% Sep 12, 2024 - Feb 18, 2025
#11	-10.56% Mar 3, 2025 - May 13, 2025	-10.69% Mar 8, 2005 - May 26, 2006
#12	-10.46% Nov 8, 2010 - Mar 29, 2011	-9.01% Apr 7, 2004 - Feb 4, 2005
#13	-6.43% May 11, 2012 - Jun 26, 2012	-7.29% Oct 10, 2023 - Dec 1, 2023
#14	-6.10% Oct 26, 2012 - Nov 23, 2012	-6.35% May 21, 2024 - Jul 12, 2024
#15	-5.78% Mar 27, 2012 - May 1, 2012	-5.36% Jun 29, 2021 - Sep 15, 2021

Correlation

Correlation between BLW and VVR is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (1999 - 2026)

BLW vs VVR dividend yield comparison.

Year	BLW	VVR
2026	6.19%	7.99%
2025	9.89%	13.94%
2024	9.39%	13.06%
2023	8.63%	11.54%
2022	8.26%	11.46%
2021	6.99%	7.22%
2020	7.39%	6.71%
2019	6.27%	6.22%
2018	7.14%	6.68%
2017	6.24%	5.95%
2016	9.68%	6.41%
2015	8.26%	7.97%
2014	8.24%	7.11%
2013	7.47%	7.26%
2012	7.55%	6.25%
2011	8.05%	6.73%
2010	6.68%	6.52%
2009	6.60%	7.46%
2008	12.65%	21.18%
2007	10.28%	10.55%
2006	7.85%	7.89%
2005	8.76%	6.89%
2004	7.62%	5.07%
2003	3.30%	4.42%
2002	0.00%	6.88%
2001	0.00%	9.57%
2000	0.00%	11.27%
1999	0.00%	1.76%