BRTR vs VKQ

Comparison between BlackRock Total Return ETF (BRTR, ETF) and Invesco Municipal Trust (VKQ, ETF).

BRTR vs VKQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRTR(ETF)	VKQ(ETF)
Net Assets	$557M	$556M
Expense Ratio	0.38%	N/A
Max Drawdown	7.15%	55.10%
Sharpe Ratio	0.36	1.20
5Y Beta	0.05	0.20
P/E Ratio	0.11	N/A
Forward P/E	384.62	N/A
PEG Ratio	0.94	N/A
5Y Dividends CAGR	N/A	4.14%
Debt to Equity	73.31%	N/A
P/S Ratio	6.05	N/A
P/B Ratio	4.68	N/A

Net Assets

Winner

BRTR

$557M

VKQ

$556M

Expense Ratio

BRTR

0.38%

VKQ

N/A

Max Drawdown

Winner

BRTR

7.15%

VKQ

55.10%

Sharpe Ratio

BRTR

0.36

Winner

VKQ

1.20

5Y Beta

Winner

BRTR

0.05

VKQ

0.20

P/E Ratio

BRTR

0.11

VKQ

N/A

Forward P/E

BRTR

384.62

VKQ

N/A

PEG Ratio

BRTR

0.94

VKQ

N/A

5Y Dividends CAGR

BRTR

N/A

VKQ

4.14%

Debt to Equity

BRTR

73.31%

VKQ

N/A

P/S Ratio

BRTR

6.05

VKQ

N/A

P/B Ratio

BRTR

4.68

VKQ

N/A

BRTR vs VKQ - Historical Returns

Returns include dividend reinvestment.

Period	BRTR	VKQ
1 month	-0.04%	+1.17%
3 months	-0.95%	+0.82%
6 months	+0.27%	+4.80%
1 year	+5.14%	+14.19%
5 years(CAGR)	N/A	-0.89%
10 years(CAGR)	N/A	+2.27%
Max(CAGR)	+3.95%	+4.97%

BRTR

-0.04%

Winner

VKQ

+1.17%

BRTR

-0.95%

Winner

VKQ

+0.82%

BRTR

+0.27%

Winner

VKQ

+4.80%

BRTR

+5.14%

Winner

VKQ

+14.19%

5Y(CAGR)

BRTR

N/A

VKQ

-0.89%

10Y(CAGR)

BRTR

N/A

VKQ

+2.27%

Max(CAGR)

BRTR

+3.95%

Winner

VKQ

+4.97%

BRTR vs VKQ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BRTR	VKQ
2026	+0.12%	+3.37%
2025	+8.01%	+5.95%
2024	+1.78%	+9.60%
2023	+0.43%	+1.27%
2022	N/A	-22.51%
2021	N/A	+10.50%
2020	N/A	+8.50%
2019	N/A	+15.02%
2018	N/A	-6.10%
2017	N/A	+7.88%
2016	N/A	+1.23%
2015	N/A	+7.45%
2014	N/A	+16.72%
2013	N/A	-16.55%
2012	N/A	+10.08%
2011	N/A	+20.62%
2010	N/A	+3.27%
2009	N/A	+49.36%
2008	N/A	-36.79%
2007	N/A	+1.29%
2006	N/A	+18.83%
2005	N/A	+3.17%
2004	N/A	+5.81%
2003	N/A	+8.90%
2002	N/A	+15.08%
2001	N/A	+5.97%
2000	N/A	+6.32%
1999	N/A	-4.71%

BRTR vs VKQ Drawdown Comparison

The maximum drawdown for BRTR was -5.07%, occurring on Jan 13, 2025. Recovery took 194 trading sessions.

The maximum drawdown for VKQ was -50.96%, occurring on Dec 16, 2008. Recovery took 408 trading sessions.

The current BRTR drawdown is -2.00%. The current VKQ drawdown is -8.02%.

Rank	BRTR	VKQ
#1	-5.07% Sep 16, 2024 - Jun 26, 2025	-50.96% Jan 24, 2008 - Sep 4, 2009
#2	-3.43% Feb 1, 2024 - Jun 13, 2024	-37.26% Sep 1, 2021 - Oct 25, 2023
#3	-3.26% Feb 27, 2026 - Mar 27, 2026	-26.43% Dec 3, 2012 - Jan 5, 2016
#4	-1.82% Dec 28, 2023 - Feb 1, 2024	-25.76% Feb 25, 2020 - Nov 23, 2020
#5	-1.40% Jun 25, 2024 - Jul 8, 2024	-18.91% Sep 1, 2010 - Nov 11, 2011
#6	-1.21% Jun 30, 2025 - Aug 1, 2025	-14.85% Mar 15, 2004 - Feb 8, 2005
#7	-1.13% Aug 5, 2024 - Aug 14, 2024	-14.76% May 11, 2007 - Jan 23, 2008
#8	-1.05% Oct 28, 2025 - Jan 9, 2026	-14.41% Aug 12, 2016 - May 13, 2019
#9	-0.81% Sep 16, 2025 - Oct 14, 2025	-11.73% Nov 3, 1999 - Jul 11, 2000
#10	-0.76% Jul 17, 2024 - Jul 30, 2024	-11.10% Jun 17, 2003 - Jan 13, 2004
#11	-0.68% Jan 14, 2026 - Feb 5, 2026	-10.96% Oct 5, 2009 - Mar 9, 2010
#12	-0.58% Aug 27, 2024 - Sep 4, 2024	-10.27% Aug 17, 2000 - Jan 5, 2001
#13	-0.56% Aug 13, 2025 - Aug 26, 2025	-9.67% Oct 2, 2002 - Apr 24, 2003
#14	-0.41% Aug 21, 2024 - Aug 27, 2024	-9.45% Feb 15, 2005 - Sep 6, 2005
#15	-0.38% Aug 5, 2025 - Aug 13, 2025	-7.51% Mar 1, 2012 - May 21, 2012

Correlation

Correlation between BRTR and VKQ is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2000 - 2026)

BRTR vs VKQ dividend yield comparison.

Year	BRTR	VKQ
2026	1.83%	3.23%
2025	4.86%	7.81%
2024	5.58%	6.43%
2023	0.22%	4.60%
2022	0.00%	5.63%
2021	0.00%	4.71%
2020	0.00%	4.65%
2019	0.00%	4.96%
2018	0.00%	5.98%
2017	0.00%	5.78%
2016	0.00%	6.44%
2015	0.00%	6.39%
2014	0.00%	6.38%
2013	0.00%	7.38%
2012	0.00%	6.64%
2011	0.00%	6.86%
2010	0.00%	7.69%
2009	0.00%	6.76%
2008	0.00%	9.27%
2007	0.00%	5.28%
2006	0.00%	4.92%
2005	0.00%	7.90%
2004	0.00%	6.38%
2003	0.00%	6.49%
2002	0.00%	6.45%
2001	0.00%	6.13%
2000	0.00%	2.75%