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DWX vs VCV

Comparison between STATE STREET(R) SPDR(R) S&P(R) INTERNATIONAL DIVIDEND ETF (DWX, ETF) and Invesco California Value Municipal Income Trust (VCV, ETF).

5-Year PerformanceDWX has outperformed VCV, delivering a return of +8.1% compared to +0.1%

DWX vs VCV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
DWX
$504M
VCV
$503M
Expense Ratio
DWX
0.45%
VCV
N/A
Max Drawdown
DWX
69.26%
Winner
VCV
63.94%
Sharpe Ratio
Winner
DWX
1.26
VCV
0.86
5Y Beta
DWX
0.28
Winner
VCV
0.11
5Y Dividends CAGR
Winner
DWX
7.54%
VCV
6.50%

DWX vs VCV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DWX
+3.00%
VCV
+0.12%
3M
Winner
DWX
+3.54%
VCV
+2.59%
6M
Winner
DWX
+8.74%
VCV
-0.38%
1Y
Winner
DWX
+17.88%
VCV
+14.29%
5Y(CAGR)
Winner
DWX
+8.12%
VCV
+0.10%
10Y(CAGR)
Winner
DWX
+7.41%
VCV
+2.30%
Max(CAGR)
DWX
+2.72%
Winner
VCV
+5.16%

DWX vs VCV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDWXVCV
2026+9.21%-0.52%
2025+32.02%+7.58%
2024+3.23%+18.51%
2023+13.88%+6.44%
2022-13.45%-28.13%
2021+10.20%+10.23%
2020-5.34%+7.95%
2019+20.56%+16.48%
2018-11.46%-5.26%
2017+18.47%+8.65%
2016+15.56%-3.54%
2015-16.26%+8.92%
2014-4.75%+20.40%
2013+4.69%-12.87%
2012+7.58%+12.78%
2011-11.58%+23.63%
2010+4.49%+1.94%
2009+56.82%+55.43%
2008-48.27%-45.40%
2007N/A+1.50%
2006N/A+11.44%
2005N/A+7.67%
2004N/A-6.37%
2003N/A+14.77%
2002N/A+10.83%
2001N/A+8.40%
2000N/A+10.38%
1999N/A-0.87%

DWX vs VCV Drawdown Comparison

The maximum drawdown for DWX was -66.88%, occurring on Mar 9, 2009. Recovery took 2923 trading sessions.

The maximum drawdown for VCV was -58.93%, occurring on Dec 15, 2008. Recovery took 829 trading sessions.

The current DWX drawdown is -1.17%. The current VCV drawdown is -2.96%.

RankDWXVCV
#1-66.88%
May 16, 2008 - Dec 26, 2019
-58.93%
May 11, 2007 - Aug 25, 2010
#2-36.04%
Feb 19, 2020 - Apr 15, 2021
-38.54%
Nov 12, 2021 - Feb 27, 2026
#3-26.96%
Aug 16, 2021 - Jul 12, 2024
-31.73%
Feb 21, 2020 - Dec 18, 2020
#4-10.65%
Sep 27, 2024 - Mar 25, 2025
-21.75%
Aug 17, 2012 - Dec 2, 2014
#5-10.40%
Feb 27, 2008 - May 16, 2008
-18.38%
Sep 8, 2010 - Oct 31, 2011
#6-8.59%
Feb 27, 2026 - Mar 20, 2026
-18.02%
Jul 8, 2016 - Jun 20, 2019
#7-6.68%
Apr 3, 2025 - Apr 14, 2025
-17.84%
Mar 17, 2004 - Jul 29, 2005
#8-3.80%
May 6, 2025 - May 23, 2025
-10.15%
Mar 2, 2012 - May 4, 2012
#9-3.74%
Jun 15, 2021 - Aug 13, 2021
-8.93%
Nov 8, 1999 - Apr 6, 2000
#10-2.98%
Jul 1, 2025 - Aug 12, 2025
-8.45%
Sep 3, 2019 - Feb 6, 2020
#11-2.93%
Sep 16, 2025 - Oct 23, 2025
-8.29%
Feb 27, 2026 - Apr 6, 2026
#12-2.85%
Jul 31, 2024 - Aug 13, 2024
-8.25%
Feb 2, 2015 - Oct 30, 2015
#13-2.84%
Nov 12, 2025 - Nov 26, 2025
-8.00%
Apr 11, 2000 - Jun 20, 2000
#14-2.54%
Oct 24, 2025 - Nov 11, 2025
-7.94%
Sep 15, 2021 - Nov 8, 2021
#15-2.36%
May 7, 2021 - May 24, 2021
-7.93%
Feb 15, 2001 - Jul 24, 2001

Correlation

Correlation between DWX and VCV is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (2000 - 2026)

DWX vs VCV dividend yield comparison.

YearDWXVCV
20261.87%4.24%
20254.44%6.96%
20244.31%5.76%
20234.12%4.16%
20224.68%5.46%
20213.89%4.09%
20203.84%4.07%
20194.40%4.43%
20185.06%5.46%
20173.85%5.10%
20165.25%5.86%
20155.81%5.98%
20146.02%6.16%
20136.85%6.95%
20126.19%6.42%
20117.08%7.09%
20104.21%8.09%
20093.48%7.46%
200813.27%11.06%
20070.00%5.32%
20060.00%5.55%
20050.00%7.45%
20040.00%7.40%
20030.00%8.70%
20020.00%6.74%
20010.00%5.92%
20000.00%2.37%

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