BME vs VGM

Comparison between BlackRock Health Sciences Trust (BME, ETF) and Invesco Trust for Investment Grade Municipals (VGM, ETF).

5-Year PerformanceBME has outperformed VGM, delivering a return of +3.8% compared to -0.1%

BME vs VGM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BME(ETF)	VGM(ETF)
Net Assets	$572M	$568M
Max Drawdown	44.61%	56.97%
Sharpe Ratio	1.67	1.04
5Y Beta	0.46	0.21
5Y Dividends CAGR	7.26%	3.74%

Net Assets

Winner

BME

$572M

VGM

$568M

Max Drawdown

Winner

BME

44.61%

VGM

56.97%

Sharpe Ratio

Winner

BME

1.67

VGM

1.04

5Y Beta

BME

0.46

Winner

VGM

0.21

5Y Dividends CAGR

Winner

BME

7.26%

VGM

3.74%

BME vs VGM - Historical Returns

Returns include dividend reinvestment.

Period	BME	VGM
1 month	+5.89%	-1.91%
3 months	+9.19%	+2.08%
6 months	+4.51%	+2.98%
1 year	+26.15%	+15.96%
5 years(CAGR)	+3.76%	-0.10%
10 years(CAGR)	+8.70%	+1.98%
Max(CAGR)	+11.01%	+5.28%

Winner

BME

+5.89%

VGM

-1.91%

Winner

BME

+9.19%

VGM

+2.08%

Winner

BME

+4.51%

VGM

+2.98%

Winner

BME

+26.15%

VGM

+15.96%

5Y(CAGR)

Winner

BME

+3.76%

VGM

-0.10%

10Y(CAGR)

Winner

BME

+8.70%

VGM

+1.98%

Max(CAGR)

Winner

BME

+11.01%

VGM

+5.28%

BME vs VGM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BME	VGM
2026	+7.73%	+1.63%
2025	+19.24%	+10.26%
2024	-0.39%	+9.33%
2023	-0.72%	+4.12%
2022	-3.83%	-24.02%
2021	+5.43%	+11.38%
2020	+17.46%	+7.57%
2019	+20.14%	+15.89%
2018	+6.52%	-7.78%
2017	+20.82%	+9.59%
2016	-11.56%	+0.84%
2015	+8.97%	+6.74%
2014	+35.48%	+16.53%
2013	+34.89%	-16.11%
2012	+19.82%	+9.31%
2011	+3.43%	+21.70%
2010	+8.16%	+3.53%
2009	+39.01%	+55.64%
2008	-19.73%	-32.30%
2007	+7.91%	-6.33%
2006	+16.02%	+11.93%
2005	+6.08%	+4.42%
2004	N/A	+1.63%
2003	N/A	+7.57%
2002	N/A	+16.03%
2001	N/A	+8.58%
2000	N/A	+10.93%
1999	N/A	-6.34%

BME vs VGM Drawdown Comparison

The maximum drawdown for BME was -42.05%, occurring on Nov 20, 2008. Recovery took 480 trading sessions.

The maximum drawdown for VGM was -49.32%, occurring on Dec 16, 2008. Recovery took 581 trading sessions.

The current BME drawdown is -2.90%. The current VGM drawdown is -4.77%.

Rank	BME	VGM
#1	-42.05% Jan 14, 2008 - Dec 8, 2009	-49.32% May 16, 2007 - Sep 3, 2009
#2	-36.68% Feb 13, 2020 - Jul 7, 2020	-36.59% Sep 22, 2021 - Oct 25, 2023
#3	-25.46% Oct 2, 2018 - Nov 27, 2019	-24.75% Feb 11, 2020 - Nov 30, 2020
#4	-23.65% Aug 17, 2015 - Jul 5, 2017	-23.11% Jan 25, 2013 - Feb 2, 2015
#5	-21.66% Jun 30, 2011 - Mar 27, 2012	-17.26% Nov 5, 2010 - Sep 7, 2011
#6	-18.29% Dec 30, 2021 - Jul 15, 2024	-15.75% Mar 11, 2004 - Aug 25, 2005
#7	-14.73% Apr 9, 2010 - Oct 5, 2010	-15.16% Jul 8, 2016 - Jun 28, 2019
#8	-14.36% Oct 14, 2024 - Nov 7, 2025	-12.53% Nov 5, 1999 - Aug 21, 2000
#9	-13.92% Mar 17, 2006 - Aug 21, 2006	-10.76% Oct 6, 2009 - Mar 8, 2010
#10	-12.95% Apr 17, 2007 - Dec 26, 2007	-10.20% Jun 16, 2003 - Jan 14, 2004
#11	-11.08% Nov 28, 2014 - Mar 5, 2015	-9.87% Sep 30, 2002 - Apr 10, 2003
#12	-11.03% Feb 27, 2026 - Jun 25, 2026	-7.48% Feb 2, 2015 - Nov 23, 2015
#13	-10.97% Jan 20, 2021 - Jul 12, 2021	-7.01% Nov 13, 2001 - Jan 18, 2002
#14	-10.91% Mar 5, 2014 - Oct 3, 2014	-6.40% Sep 27, 2012 - Jan 25, 2013
#15	-10.23% Jan 26, 2018 - May 24, 2018	-6.33% Aug 21, 2000 - Dec 28, 2000

Correlation

Correlation between BME and VGM is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2000 - 2026)

BME vs VGM dividend yield comparison.

Year	BME	VGM
2026	4.33%	4.46%
2025	7.65%	7.48%
2024	6.87%	6.35%
2023	6.32%	4.42%
2022	5.87%	5.67%
2021	5.03%	4.65%
2020	5.04%	4.65%
2019	5.65%	4.82%
2018	6.58%	5.97%
2017	6.58%	5.79%
2016	9.45%	6.50%
2015	17.04%	6.62%
2014	9.83%	6.64%
2013	9.86%	7.68%
2012	8.52%	6.91%
2011	9.95%	7.05%
2010	8.53%	7.91%
2009	5.86%	6.61%
2008	8.59%	9.50%
2007	7.66%	5.80%
2006	9.67%	5.33%
2005	4.55%	7.95%
2004	0.00%	6.67%
2003	0.00%	7.36%
2002	0.00%	8.71%
2001	0.00%	7.55%
2000	0.00%	2.67%