DJD vs VCV
Comparison between INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF (DJD, ETF) and Invesco California Value Municipal Income Trust (VCV, ETF).
5-Year PerformanceDJD has outperformed VCV, delivering a return of +11.7% compared to -0.1%
DJD vs VCV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
DJD vs VCV - Historical Returns
Returns include dividend reinvestment.
DJD vs VCV - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DJD | VCV |
|---|---|---|
| 2026 | +17.12% | -1.32% |
| 2025 | +15.83% | +7.58% |
| 2024 | +12.64% | +18.51% |
| 2023 | +9.13% | +6.44% |
| 2022 | -1.33% | -28.13% |
| 2021 | +23.83% | +10.23% |
| 2020 | +0.06% | +7.95% |
| 2019 | +22.32% | +16.48% |
| 2018 | -0.37% | -5.26% |
| 2017 | +20.68% | +8.65% |
| 2016 | +19.78% | -3.54% |
| 2015 | -0.12% | +8.92% |
| 2014 | N/A | +20.40% |
| 2013 | N/A | -12.87% |
| 2012 | N/A | +12.78% |
| 2011 | N/A | +23.63% |
| 2010 | N/A | +1.94% |
| 2009 | N/A | +55.43% |
| 2008 | N/A | -45.40% |
| 2007 | N/A | +1.50% |
| 2006 | N/A | +11.44% |
| 2005 | N/A | +7.67% |
| 2004 | N/A | -6.37% |
| 2003 | N/A | +14.77% |
| 2002 | N/A | +10.83% |
| 2001 | N/A | +8.40% |
| 2000 | N/A | +10.38% |
| 1999 | N/A | -0.87% |
DJD vs VCV Drawdown Comparison
The maximum drawdown for DJD was -34.64%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The maximum drawdown for VCV was -58.93%, occurring on Dec 15, 2008. Recovery took 829 trading sessions.
The current DJD drawdown is -0.75%. The current VCV drawdown is -3.74%.
| Rank | DJD | VCV |
|---|---|---|
| #1 | -34.64% Jan 17, 2020 - Dec 4, 2020 | -58.93% May 11, 2007 - Aug 25, 2010 |
| #2 | -19.95% Apr 20, 2022 - Dec 14, 2023 | -38.54% Nov 12, 2021 - Feb 27, 2026 |
| #3 | -14.03% Oct 3, 2018 - Feb 25, 2019 | -31.73% Feb 21, 2020 - Dec 18, 2020 |
| #4 | -12.29% Feb 28, 2025 - Jul 1, 2025 | -21.75% Aug 17, 2012 - Dec 2, 2014 |
| #5 | -11.95% Jan 26, 2018 - Sep 14, 2018 | -18.38% Sep 8, 2010 - Oct 31, 2011 |
| #6 | -9.95% Dec 29, 2015 - Mar 16, 2016 | -18.02% Jul 8, 2016 - Jun 20, 2019 |
| #7 | -6.72% Jan 12, 2022 - Mar 25, 2022 | -17.84% Mar 17, 2004 - Jul 29, 2005 |
| #8 | -6.72% Nov 29, 2024 - Feb 13, 2025 | -10.15% Mar 2, 2012 - May 4, 2012 |
| #9 | -6.68% Jul 29, 2019 - Nov 1, 2019 | -8.93% Nov 8, 1999 - Apr 6, 2000 |
| #10 | -6.17% Apr 23, 2019 - Jun 18, 2019 | -8.45% Sep 3, 2019 - Feb 6, 2020 |
| #11 | -5.68% Nov 3, 2021 - Dec 16, 2021 | -8.29% Feb 27, 2026 - Apr 6, 2026 |
| #12 | -5.65% Feb 11, 2026 - May 22, 2026 | -8.25% Feb 2, 2015 - Oct 30, 2015 |
| #13 | -5.34% Jan 14, 2021 - Feb 17, 2021 | -8.00% Apr 11, 2000 - Jun 20, 2000 |
| #14 | -5.30% May 10, 2021 - Nov 3, 2021 | -7.94% Sep 15, 2021 - Nov 8, 2021 |
| #15 | -5.15% Jun 23, 2016 - Jul 1, 2016 | -7.93% Feb 15, 2001 - Jul 24, 2001 |
Correlation
Correlation between DJD and VCV is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2000 - 2026)
DJD vs VCV dividend yield comparison.
| Year | DJD | VCV |
|---|---|---|
| 2026 | 1.21% | 4.92% |
| 2025 | 2.62% | 6.96% |
| 2024 | 3.00% | 5.76% |
| 2023 | 3.49% | 4.16% |
| 2022 | 3.16% | 5.46% |
| 2021 | 2.82% | 4.09% |
| 2020 | 3.47% | 4.07% |
| 2019 | 2.80% | 4.43% |
| 2018 | 2.66% | 5.46% |
| 2017 | 2.75% | 5.10% |
| 2016 | 2.46% | 5.86% |
| 2015 | 0.08% | 5.98% |
| 2014 | 0.00% | 6.16% |
| 2013 | 0.00% | 6.95% |
| 2012 | 0.00% | 6.42% |
| 2011 | 0.00% | 7.09% |
| 2010 | 0.00% | 8.09% |
| 2009 | 0.00% | 7.46% |
| 2008 | 0.00% | 11.06% |
| 2007 | 0.00% | 5.32% |
| 2006 | 0.00% | 5.55% |
| 2005 | 0.00% | 7.45% |
| 2004 | 0.00% | 7.40% |
| 2003 | 0.00% | 8.70% |
| 2002 | 0.00% | 6.74% |
| 2001 | 0.00% | 5.92% |
| 2000 | 0.00% | 2.37% |
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