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FLC vs VPV

Comparison between Flaherty & Crumrine Total Return Fund Inc (FLC, ETF) and Invesco Pennsylvania Value Municipal Income Trust (VPV, ETF).

5-Year PerformanceVPV has outperformed FLC, delivering a return of +1.8% compared to +0.3%

FLC vs VPV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FLC
$195M
VPV
$195M
Max Drawdown
FLC
83.05%
Winner
VPV
57.33%
Sharpe Ratio
FLC
0.40
Winner
VPV
1.32
5Y Beta
FLC
0.34
Winner
VPV
0.16
5Y Dividends CAGR
FLC
-3.01%
Winner
VPV
5.99%

FLC vs VPV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FLC
+2.26%
VPV
-1.84%
3M
FLC
+0.10%
Winner
VPV
+4.99%
6M
FLC
-0.12%
Winner
VPV
+6.14%
1Y
FLC
+6.75%
Winner
VPV
+18.29%
5Y(CAGR)
FLC
+0.25%
Winner
VPV
+1.77%
10Y(CAGR)
Winner
FLC
+4.63%
VPV
+2.91%
Max(CAGR)
Winner
FLC
+6.79%
VPV
+5.45%

FLC vs VPV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFLCVPV
2026+0.22%+8.64%
2025+11.76%+8.79%
2024+22.19%+9.04%
2023-1.94%+5.12%
2022-25.34%-25.87%
2021+4.44%+14.20%
2020+13.45%+1.31%
2019+37.30%+17.66%
2018-13.29%+1.56%
2017+16.24%+4.53%
2016+11.03%-0.01%
2015+3.84%-1.05%
2014+14.49%+21.34%
2013-1.28%-17.17%
2012+18.17%+14.44%
2011+18.59%+19.54%
2010+29.30%+5.70%
2009+92.93%+52.27%
2008-45.87%-31.63%
2007-15.44%-3.46%
2006+19.12%+8.68%
2005-15.77%-10.57%
2004+5.81%+5.78%
2003+4.93%+10.48%
2002N/A+13.64%
2001N/A+17.81%
2000N/A+10.61%
1999N/A-4.50%

FLC vs VPV Drawdown Comparison

The maximum drawdown for FLC was -76.84%, occurring on Oct 10, 2008. Recovery took 739 trading sessions.

The maximum drawdown for VPV was -45.08%, occurring on Dec 12, 2008. Recovery took 636 trading sessions.

The current FLC drawdown is -3.02%. The current VPV drawdown is -4.09%.

RankFLCVPV
#1-76.84%
Mar 23, 2007 - Mar 1, 2010
-45.08%
Mar 14, 2007 - Sep 21, 2009
#2-55.27%
Feb 10, 2020 - Nov 10, 2020
-33.06%
Dec 31, 2021 - Feb 12, 2026
#3-40.11%
Oct 22, 2021 - Feb 11, 2026
-29.89%
Nov 29, 2019 - Feb 8, 2021
#4-19.34%
May 18, 2011 - Dec 21, 2011
-26.93%
Nov 30, 2012 - Apr 5, 2016
#5-18.80%
Feb 4, 2005 - Nov 24, 2006
-19.07%
Oct 29, 2010 - Sep 14, 2011
#6-18.66%
Jul 14, 2017 - May 3, 2019
-17.99%
Mar 10, 2004 - Dec 28, 2004
#7-17.62%
May 7, 2013 - Apr 11, 2014
-15.98%
Jul 1, 2016 - Apr 10, 2019
#8-17.20%
Mar 15, 2004 - Feb 4, 2005
-14.21%
Dec 28, 2004 - Feb 8, 2007
#9-16.37%
Jul 8, 2016 - Apr 24, 2017
-12.13%
Jun 17, 2003 - Jan 9, 2004
#10-13.55%
May 3, 2010 - Jun 14, 2010
-8.77%
Aug 8, 2000 - Jan 3, 2001
#11-11.81%
Jan 29, 2015 - Jan 29, 2016
-7.88%
Feb 4, 2000 - Jul 3, 2000
#12-11.09%
Oct 16, 2012 - Jan 10, 2013
-7.68%
Mar 9, 2012 - May 3, 2012
#13-11.08%
Oct 13, 2010 - Feb 14, 2011
-7.67%
Aug 16, 2002 - May 2, 2003
#14-8.96%
Dec 22, 2020 - Mar 30, 2021
-7.65%
Oct 8, 2009 - Jan 7, 2010
#15-8.34%
Feb 11, 2026 - Mar 27, 2026
-7.30%
Jul 30, 2012 - Sep 25, 2012

Correlation

Correlation between FLC and VPV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2000 - 2026)

FLC vs VPV dividend yield comparison.

YearFLCVPV
20263.68%4.28%
20256.81%7.65%
20246.62%6.07%
20237.38%3.81%
20228.95%5.48%
20216.86%4.29%
20206.27%4.61%
20196.31%4.85%
20188.34%5.94%
20177.22%5.15%
20168.20%6.00%
20158.51%6.09%
20148.25%6.48%
20139.28%7.41%
20128.72%5.88%
20119.08%6.33%
20108.93%7.11%
20099.13%6.38%
200819.19%8.99%
20079.08%5.51%
20067.24%5.47%
20059.45%6.54%
20047.86%6.62%
20031.41%7.02%
20020.00%6.50%
20010.00%5.65%
20000.00%1.97%

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