HDUS vs VPV

Comparison between HARTFORD DISCIPLINED US EQUITY ETF (HDUS, ETF) and Invesco Pennsylvania Value Municipal Income Trust (VPV, ETF).

HDUS vs VPV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HDUS(ETF)	VPV(ETF)
Net Assets	$193M	$193M
Expense Ratio	0.19%	N/A
Max Drawdown	18.49%	57.33%
Sharpe Ratio	1.63	1.87
5Y Beta	0.90	0.16
P/E Ratio	23.14	N/A
Forward P/E	18.93	N/A
PEG Ratio	0.21	N/A
5Y Dividends CAGR	N/A	6.10%
5Y EPS CAGR	25.75%	N/A
Debt to Equity	-16.14%	N/A
P/S Ratio	3.36	N/A
P/B Ratio	4.99	N/A

Net Assets

HDUS

$193M

VPV

$193M

Expense Ratio

HDUS

0.19%

VPV

N/A

Max Drawdown

Winner

HDUS

18.49%

VPV

57.33%

Sharpe Ratio

HDUS

1.63

Winner

VPV

1.87

5Y Beta

HDUS

0.90

Winner

VPV

0.16

P/E Ratio

HDUS

23.14

VPV

N/A

Forward P/E

HDUS

18.93

VPV

N/A

PEG Ratio

HDUS

0.21

VPV

N/A

5Y Dividends CAGR

HDUS

N/A

VPV

6.10%

5Y EPS CAGR

HDUS

25.75%

VPV

N/A

Debt to Equity

HDUS

-16.14%

VPV

N/A

P/S Ratio

HDUS

3.36

VPV

N/A

P/B Ratio

HDUS

4.99

VPV

N/A

HDUS vs VPV - Historical Returns

Returns include dividend reinvestment.

Period	HDUS	VPV
1 month	+0.70%	+3.24%
3 months	+10.01%	+7.70%
6 months	+9.26%	+13.36%
1 year	+23.42%	+23.96%
5 years(CAGR)	N/A	+2.42%
10 years(CAGR)	N/A	+3.34%
Max(CAGR)	+19.23%	+5.59%

HDUS

+0.70%

Winner

VPV

+3.24%

Winner

HDUS

+10.01%

VPV

+7.70%

HDUS

+9.26%

Winner

VPV

+13.36%

HDUS

+23.42%

Winner

VPV

+23.96%

5Y(CAGR)

HDUS

N/A

VPV

+2.42%

10Y(CAGR)

HDUS

N/A

VPV

+3.34%

Max(CAGR)

Winner

HDUS

+19.23%

VPV

+5.59%

HDUS vs VPV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HDUS	VPV
2026	+9.01%	+11.99%
2025	+17.22%	+8.79%
2024	+24.12%	+9.04%
2023	+21.41%	+5.12%
2022	-2.14%	-25.87%
2021	N/A	+14.20%
2020	N/A	+1.31%
2019	N/A	+17.66%
2018	N/A	+1.56%
2017	N/A	+4.53%
2016	N/A	-0.01%
2015	N/A	-1.05%
2014	N/A	+21.34%
2013	N/A	-17.17%
2012	N/A	+14.44%
2011	N/A	+19.54%
2010	N/A	+5.70%
2009	N/A	+52.27%
2008	N/A	-31.63%
2007	N/A	-3.46%
2006	N/A	+8.68%
2005	N/A	-10.57%
2004	N/A	+5.78%
2003	N/A	+10.48%
2002	N/A	+13.64%
2001	N/A	+17.81%
2000	N/A	+10.61%
1999	N/A	-4.50%

HDUS vs VPV Drawdown Comparison

The maximum drawdown for HDUS was -17.94%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.

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

The current HDUS drawdown is -2.39%. The current VPV drawdown is -1.13%.

Rank	HDUS	VPV
#1	-17.94% Feb 19, 2025 - Jun 24, 2025	-45.08% Mar 14, 2007 - Sep 21, 2009
#2	-9.99% Jul 31, 2023 - Dec 1, 2023	-33.06% Dec 31, 2021 - Feb 12, 2026
#3	-7.55% Feb 2, 2023 - Jun 2, 2023	-29.89% Nov 29, 2019 - Feb 8, 2021
#4	-7.49% Jul 16, 2024 - Aug 23, 2024	-26.93% Nov 30, 2012 - Apr 5, 2016
#5	-7.48% Feb 25, 2026 - Apr 14, 2026	-19.07% Oct 29, 2010 - Sep 14, 2011
#6	-6.80% Dec 1, 2022 - Feb 1, 2023	-17.99% Mar 10, 2004 - Dec 28, 2004
#7	-5.43% Mar 28, 2024 - May 15, 2024	-15.98% Jul 1, 2016 - Apr 10, 2019
#8	-4.73% Dec 6, 2024 - Feb 19, 2025	-14.21% Dec 28, 2004 - Feb 8, 2007
#9	-4.08% Nov 11, 2025 - Nov 28, 2025	-12.13% Jun 17, 2003 - Jan 9, 2004
#10	-4.03% Aug 30, 2024 - Sep 19, 2024	-8.77% Aug 8, 2000 - Jan 3, 2001
#11	-4.00% Jun 1, 2026 - Jun 10, 2026	-7.88% Feb 4, 2000 - Jul 3, 2000
#12	-2.79% Oct 6, 2025 - Oct 24, 2025	-7.68% Mar 9, 2012 - May 3, 2012
#13	-2.33% Feb 2, 2026 - Feb 9, 2026	-7.67% Aug 16, 2002 - May 2, 2003
#14	-2.22% Dec 11, 2025 - Dec 23, 2025	-7.65% Oct 8, 2009 - Jan 7, 2010
#15	-2.17% Jan 12, 2026 - Jan 27, 2026	-7.30% Jul 30, 2012 - Sep 25, 2012

Correlation

Correlation between HDUS and VPV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2000 - 2026)

HDUS vs VPV dividend yield comparison.

Year	HDUS	VPV
2026	0.27%	2.93%
2025	1.45%	7.65%
2024	1.58%	6.07%
2023	1.36%	3.81%
2022	0.33%	5.48%
2021	0.00%	4.29%
2020	0.00%	4.61%
2019	0.00%	4.85%
2018	0.00%	5.94%
2017	0.00%	5.15%
2016	0.00%	6.00%
2015	0.00%	6.09%
2014	0.00%	6.48%
2013	0.00%	7.41%
2012	0.00%	5.88%
2011	0.00%	6.33%
2010	0.00%	7.11%
2009	0.00%	6.38%
2008	0.00%	8.99%
2007	0.00%	5.51%
2006	0.00%	5.47%
2005	0.00%	6.54%
2004	0.00%	6.62%
2003	0.00%	7.02%
2002	0.00%	6.50%
2001	0.00%	5.65%
2000	0.00%	1.97%