HYBL vs VKQ

Comparison between STATE STREET(R) BLACKSTONE HIGH INCOME ETF (HYBL, ETF) and Invesco Municipal Trust (VKQ, ETF).

HYBL vs VKQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYBL(ETF)	VKQ(ETF)
Net Assets	$555M	$556M
Expense Ratio	0.70%	N/A
Max Drawdown	11.06%	55.10%
Sharpe Ratio	0.84	1.20
5Y Beta	0.18	0.20
5Y Dividends CAGR	N/A	4.14%

Net Assets

HYBL

$555M

Winner

VKQ

$556M

Expense Ratio

HYBL

0.70%

VKQ

N/A

Max Drawdown

Winner

HYBL

11.06%

VKQ

55.10%

Sharpe Ratio

HYBL

0.84

Winner

VKQ

1.20

5Y Beta

Winner

HYBL

0.18

VKQ

0.20

5Y Dividends CAGR

HYBL

N/A

VKQ

4.14%

HYBL vs VKQ - Historical Returns

Returns include dividend reinvestment.

Period	HYBL	VKQ
1 month	-0.02%	+1.17%
3 months	+2.05%	+0.82%
6 months	+1.54%	+4.80%
1 year	+6.10%	+14.19%
5 years(CAGR)	+5.63%	-0.89%
10 years(CAGR)	N/A	+2.27%
Max(CAGR)	+5.63%	+4.97%

HYBL

-0.02%

Winner

VKQ

+1.17%

Winner

HYBL

+2.05%

VKQ

+0.82%

HYBL

+1.54%

Winner

VKQ

+4.80%

HYBL

+6.10%

Winner

VKQ

+14.19%

5Y(CAGR)

Winner

HYBL

+5.63%

VKQ

-0.89%

10Y(CAGR)

HYBL

N/A

VKQ

+2.27%

Max(CAGR)

Winner

HYBL

+5.63%

VKQ

+4.97%

HYBL vs VKQ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HYBL	VKQ
2026	+0.87%	+3.37%
2025	+7.54%	+5.95%
2024	+9.55%	+9.60%
2023	+11.59%	+1.27%
2022	-4.72%	-22.51%
2021	N/A	+10.50%
2020	N/A	+8.50%
2019	N/A	+15.02%
2018	N/A	-6.10%
2017	N/A	+7.88%
2016	N/A	+1.23%
2015	N/A	+7.45%
2014	N/A	+16.72%
2013	N/A	-16.55%
2012	N/A	+10.08%
2011	N/A	+20.62%
2010	N/A	+3.27%
2009	N/A	+49.36%
2008	N/A	-36.79%
2007	N/A	+1.29%
2006	N/A	+18.83%
2005	N/A	+3.17%
2004	N/A	+5.81%
2003	N/A	+8.90%
2002	N/A	+15.08%
2001	N/A	+5.97%
2000	N/A	+6.32%
1999	N/A	-4.71%

HYBL vs VKQ Drawdown Comparison

The maximum drawdown for HYBL was -8.46%, occurring on Sep 29, 2022. Recovery took 340 trading sessions.

The maximum drawdown for VKQ was -50.96%, occurring on Dec 16, 2008. Recovery took 408 trading sessions.

The current HYBL drawdown is -0.36%. The current VKQ drawdown is -8.02%.

Rank	HYBL	VKQ
#1	-8.46% Mar 2, 2022 - Jul 11, 2023	-50.96% Jan 24, 2008 - Sep 4, 2009
#2	-4.32% Feb 19, 2025 - May 12, 2025	-37.26% Sep 1, 2021 - Oct 25, 2023
#3	-2.41% Jan 8, 2026 - Apr 22, 2026	-26.43% Dec 3, 2012 - Jan 5, 2016
#4	-1.90% Sep 14, 2023 - Nov 3, 2023	-25.76% Feb 25, 2020 - Nov 23, 2020
#5	-1.24% Jul 31, 2024 - Aug 14, 2024	-18.91% Sep 1, 2010 - Nov 11, 2011
#6	-1.03% Apr 9, 2024 - May 3, 2024	-14.85% Mar 15, 2004 - Feb 8, 2005
#7	-0.86% Sep 29, 2025 - Oct 24, 2025	-14.76% May 11, 2007 - Jan 23, 2008
#8	-0.79% Jul 31, 2023 - Aug 23, 2023	-14.41% Aug 12, 2016 - May 13, 2019
#9	-0.71% May 11, 2026 - May 29, 2026	-11.73% Nov 3, 1999 - Jul 11, 2000
#10	-0.69% Dec 27, 2023 - Jan 11, 2024	-11.10% Jun 17, 2003 - Jan 13, 2004
#11	-0.67% May 16, 2024 - Jun 6, 2024	-10.96% Oct 5, 2009 - Mar 9, 2010
#12	-0.64% Dec 11, 2024 - Jan 3, 2025	-10.27% Aug 17, 2000 - Jan 5, 2001
#13	-0.61% Nov 11, 2025 - Nov 25, 2025	-9.67% Oct 2, 2002 - Apr 24, 2003
#14	-0.56% Jul 13, 2023 - Jul 31, 2023	-9.45% Feb 15, 2005 - Sep 6, 2005
#15	-0.55% Feb 1, 2024 - Feb 22, 2024	-7.51% Mar 1, 2012 - May 21, 2012

Correlation

Correlation between HYBL and VKQ is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2000 - 2026)

HYBL vs VKQ dividend yield comparison.

Year	HYBL	VKQ
2026	2.84%	3.23%
2025	7.22%	7.81%
2024	7.88%	6.43%
2023	7.93%	4.60%
2022	5.10%	5.63%
2021	0.00%	4.71%
2020	0.00%	4.65%
2019	0.00%	4.96%
2018	0.00%	5.98%
2017	0.00%	5.78%
2016	0.00%	6.44%
2015	0.00%	6.39%
2014	0.00%	6.38%
2013	0.00%	7.38%
2012	0.00%	6.64%
2011	0.00%	6.86%
2010	0.00%	7.69%
2009	0.00%	6.76%
2008	0.00%	9.27%
2007	0.00%	5.28%
2006	0.00%	4.92%
2005	0.00%	7.90%
2004	0.00%	6.38%
2003	0.00%	6.49%
2002	0.00%	6.45%
2001	0.00%	6.13%
2000	0.00%	2.75%