IIM vs LVHD
Comparison between Invesco Value Municipal Income Trust (IIM, ETF) and FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHD, ETF).
5-Year PerformanceLVHD has outperformed IIM, delivering a return of +6.9% compared to +0.7%
IIM vs LVHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IIM vs LVHD - Historical Returns
Returns include dividend reinvestment.
IIM vs LVHD - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IIM | LVHD |
|---|---|---|
| 2026 | +5.29% | +10.76% |
| 2025 | +10.49% | +8.00% |
| 2024 | +8.05% | +8.64% |
| 2023 | +1.96% | -1.54% |
| 2022 | -24.99% | -1.32% |
| 2021 | +14.43% | +28.59% |
| 2020 | +6.40% | -0.54% |
| 2019 | +16.89% | +24.08% |
| 2018 | -3.94% | -5.29% |
| 2017 | +6.76% | +14.00% |
| 2016 | -6.13% | +19.95% |
| 2015 | +4.87% | -1.55% |
| 2014 | +27.82% | N/A |
| 2013 | -15.82% | N/A |
| 2012 | +10.32% | N/A |
| 2011 | +26.65% | N/A |
| 2010 | +2.22% | N/A |
| 2009 | +35.02% | N/A |
| 2008 | -16.26% | N/A |
| 2007 | -1.26% | N/A |
| 2006 | +9.16% | N/A |
| 2005 | +6.85% | N/A |
| 2004 | +0.01% | N/A |
| 2003 | +13.26% | N/A |
| 2002 | +10.83% | N/A |
| 2001 | +8.90% | N/A |
| 2000 | +9.86% | N/A |
| 1999 | -5.21% | N/A |
IIM vs LVHD Drawdown Comparison
The maximum drawdown for IIM was -40.17%, occurring on Oct 10, 2008. Recovery took 364 trading sessions.
The maximum drawdown for LVHD was -37.32%, occurring on Mar 23, 2020. Recovery took 282 trading sessions.
The current IIM drawdown is -2.84%. The current LVHD drawdown is -1.06%.
| Rank | IIM | LVHD |
|---|---|---|
| #1 | -40.17% Feb 12, 2008 - Jul 23, 2009 | -37.32% Jan 23, 2020 - Mar 8, 2021 |
| #2 | -35.72% Dec 31, 2021 - Oct 26, 2023 | -16.74% Apr 20, 2022 - Jul 17, 2024 |
| #3 | -28.68% Mar 6, 2020 - Nov 30, 2020 | -11.59% Dec 3, 2018 - Feb 15, 2019 |
| #4 | -21.70% Jan 9, 2013 - Oct 3, 2014 | -9.41% Jan 26, 2018 - Sep 12, 2018 |
| #5 | -18.68% Jul 11, 2016 - Aug 2, 2019 | -8.90% Mar 3, 2025 - Jul 22, 2025 |
| #6 | -17.73% Sep 8, 2010 - Aug 22, 2011 | -8.40% Nov 29, 2024 - Feb 28, 2025 |
| #7 | -16.13% Jan 29, 2015 - Jan 4, 2016 | -7.16% Dec 29, 2015 - Feb 22, 2016 |
| #8 | -13.63% Mar 8, 2004 - Jun 16, 2005 | -6.64% Jan 14, 2022 - Apr 6, 2022 |
| #9 | -13.17% Mar 9, 2012 - Jan 2, 2013 | -6.31% Jul 22, 2016 - Dec 9, 2016 |
| #10 | -10.27% Nov 4, 1999 - Jul 6, 2000 | -6.17% Mar 2, 2026 - Mar 20, 2026 |
| #11 | -10.27% Sep 13, 2000 - Jan 8, 2001 | -5.91% Aug 17, 2021 - Nov 15, 2021 |
| #12 | -9.06% Jun 16, 2003 - Dec 16, 2003 | -4.93% Sep 13, 2018 - Nov 30, 2018 |
| #13 | -8.74% May 15, 2007 - Jan 14, 2008 | -4.21% Apr 30, 2019 - Jun 14, 2019 |
| #14 | -7.97% Sep 14, 2021 - Dec 31, 2021 | -4.19% Aug 22, 2025 - Jan 14, 2026 |
| #15 | -7.40% Oct 8, 2009 - Dec 17, 2009 | -3.97% Oct 18, 2024 - Nov 25, 2024 |
Correlation
Correlation between IIM and LVHD is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2000 - 2026)
IIM vs LVHD dividend yield comparison.
| Year | IIM | LVHD |
|---|---|---|
| 2026 | 3.06% | 0.93% |
| 2025 | 7.51% | 3.35% |
| 2024 | 6.58% | 4.23% |
| 2023 | 4.72% | 3.55% |
| 2022 | 5.87% | 3.30% |
| 2021 | 4.51% | 2.56% |
| 2020 | 4.48% | 3.27% |
| 2019 | 4.61% | 3.30% |
| 2018 | 5.43% | 3.82% |
| 2017 | 4.99% | 3.33% |
| 2016 | 5.52% | 2.48% |
| 2015 | 5.20% | 0.00% |
| 2014 | 5.49% | 0.00% |
| 2013 | 6.67% | 0.00% |
| 2012 | 5.35% | 0.00% |
| 2011 | 5.50% | 0.00% |
| 2010 | 6.44% | 0.00% |
| 2009 | 5.70% | 0.00% |
| 2008 | 7.39% | 0.00% |
| 2007 | 5.22% | 0.00% |
| 2006 | 5.82% | 0.00% |
| 2005 | 6.10% | 0.00% |
| 2004 | 6.47% | 0.00% |
| 2003 | 8.03% | 0.00% |
| 2002 | 5.82% | 0.00% |
| 2001 | 5.68% | 0.00% |
| 2000 | 2.54% | 0.00% |
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