EPOL vs VMO

Comparison between ISHARES MSCI POLAND ETF (EPOL, ETF) and Invesco Municipal Opportunity Trust (VMO, ETF).

5-Year PerformanceEPOL has outperformed VMO, delivering a return of +18.1% compared to -0.3%

EPOL vs VMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPOL(ETF)	VMO(ETF)
Net Assets	$679M	$681M
Expense Ratio	0.59%	N/A
Max Drawdown	72.96%	59.97%
Sharpe Ratio	1.12	1.43
5Y Beta	0.93	0.19
5Y Dividends CAGR	42.72%	3.49%

Net Assets

EPOL

$679M

Winner

VMO

$681M

Expense Ratio

EPOL

0.59%

VMO

N/A

Max Drawdown

EPOL

72.96%

Winner

VMO

59.97%

Sharpe Ratio

EPOL

1.12

Winner

VMO

1.43

5Y Beta

EPOL

0.93

Winner

VMO

0.19

5Y Dividends CAGR

Winner

EPOL

42.72%

VMO

3.49%

EPOL vs VMO - Historical Returns

Returns include dividend reinvestment.

Period	EPOL	VMO
1 month	+4.98%	-0.09%
3 months	+5.75%	+2.04%
6 months	+15.17%	+4.44%
1 year	+30.84%	+18.12%
5 years(CAGR)	+18.13%	-0.28%
10 years(CAGR)	+12.01%	+1.71%
Max(CAGR)	+6.24%	+5.30%

Winner

EPOL

+4.98%

VMO

-0.09%

Winner

EPOL

+5.75%

VMO

+2.04%

Winner

EPOL

+15.17%

VMO

+4.44%

Winner

EPOL

+30.84%

VMO

+18.12%

5Y(CAGR)

Winner

EPOL

+18.13%

VMO

-0.28%

10Y(CAGR)

Winner

EPOL

+12.01%

VMO

+1.71%

Max(CAGR)

Winner

EPOL

+6.24%

VMO

+5.30%

EPOL vs VMO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EPOL	VMO
2026	+14.85%	+6.09%
2025	+77.05%	+5.81%
2024	+0.73%	+7.97%
2023	+48.48%	+2.47%
2022	-25.75%	-24.59%
2021	+10.36%	+12.34%
2020	-10.95%	+8.49%
2019	-6.51%	+13.99%
2018	-14.69%	-4.38%
2017	+50.60%	+2.74%
2016	+5.51%	+2.27%
2015	-21.92%	+9.28%
2014	-14.73%	+16.12%
2013	+3.11%	-15.83%
2012	+37.01%	+7.92%
2011	-32.38%	+21.08%
2010	+37.32%	+4.57%
2009	N/A	+45.00%
2008	N/A	-28.05%
2007	N/A	-3.14%
2006	N/A	+12.22%
2005	N/A	+7.50%
2004	N/A	-5.69%
2003	N/A	+13.75%
2002	N/A	+13.87%
2001	N/A	+13.09%
2000	N/A	+13.93%
1999	N/A	-4.09%

EPOL vs VMO Drawdown Comparison

The maximum drawdown for EPOL was -63.79%, occurring on Oct 12, 2022. Recovery took 3473 trading sessions.

The maximum drawdown for VMO was -50.02%, occurring on Dec 16, 2008. Recovery took 599 trading sessions.

The current VMO drawdown is -6.53%.

Rank	EPOL	VMO
#1	-63.79% Apr 27, 2011 - Feb 18, 2025	-50.02% Apr 23, 2007 - Sep 4, 2009
#2	-15.87% Nov 4, 2010 - Mar 29, 2011	-37.68% Jan 3, 2022 - Oct 25, 2023
#3	-15.81% Mar 18, 2025 - Apr 22, 2025	-26.16% Oct 8, 2012 - Dec 10, 2015
#4	-11.04% Feb 9, 2026 - Apr 9, 2026	-25.48% Feb 20, 2020 - Aug 17, 2020
#5	-10.69% May 27, 2010 - Jun 15, 2010	-19.84% Dec 3, 2010 - Nov 15, 2011
#6	-10.00% Aug 9, 2010 - Sep 14, 2010	-19.20% Mar 8, 2004 - Mar 24, 2006
#7	-8.95% Jun 15, 2010 - Jul 12, 2010	-17.50% Jul 8, 2016 - Jul 31, 2019
#8	-8.16% Aug 13, 2025 - Oct 23, 2025	-11.93% Nov 5, 2010 - Dec 3, 2010
#9	-6.64% Jun 16, 2026 - Jul 14, 2026	-11.09% Jun 13, 2003 - Jan 6, 2004
#10	-6.62% Apr 17, 2026 - Jun 12, 2026	-10.05% Oct 6, 2009 - Mar 5, 2010
#11	-6.57% Oct 28, 2025 - Dec 10, 2025	-9.94% Feb 1, 2012 - Jul 5, 2012
#12	-6.10% Oct 14, 2010 - Nov 2, 2010	-9.79% Nov 5, 1999 - Jul 26, 2000
#13	-5.73% May 28, 2025 - Jun 26, 2025	-9.37% Oct 3, 2002 - Feb 21, 2003
#14	-5.46% Feb 18, 2025 - Mar 5, 2025	-8.51% Apr 28, 2006 - Dec 4, 2006
#15	-5.23% Jul 23, 2025 - Aug 7, 2025	-7.13% Feb 15, 2002 - Jun 4, 2002

Correlation

Correlation between EPOL and VMO is 0.19 which considered as a very weak or no correlation - the stocks move independently of each other.

0.19

-101

Dividend Comparison (2000 - 2026)

EPOL vs VMO dividend yield comparison.

Year	EPOL	VMO
2026	0.73%	4.50%
2025	4.78%	7.84%
2024	6.04%	6.44%
2023	2.87%	4.47%
2022	2.64%	5.69%
2021	1.33%	4.64%
2020	1.44%	4.66%
2019	2.51%	4.94%
2018	1.44%	5.95%
2017	1.88%	5.98%
2016	2.14%	6.73%
2015	2.53%	6.33%
2014	3.44%	6.12%
2013	3.28%	7.43%
2012	3.11%	7.03%
2011	5.75%	7.13%
2010	1.08%	7.91%
2009	0.00%	6.78%
2008	0.00%	8.60%
2007	0.00%	5.55%
2006	0.00%	5.17%
2005	0.00%	8.69%
2004	0.00%	7.20%
2003	0.00%	8.66%
2002	0.00%	9.81%
2001	0.00%	7.59%
2000	0.00%	2.56%