IIM vs QMAR

Comparison between Invesco Value Municipal Income Trust (IIM, ETF) and FT VEST NASDAQ-100 BUFFER ETF - MARCH (QMAR, ETF).

5-Year PerformanceQMAR has outperformed IIM, delivering a return of +11.2% compared to -0.1%

IIM vs QMAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IIM(ETF)	QMAR(ETF)
Net Assets	$567M	$566M
Expense Ratio	N/A	0.90%
Max Drawdown	46.54%	19.83%
Sharpe Ratio	1.07	1.98
5Y Beta	0.20	0.68
5Y Dividends CAGR	5.75%	N/A

Net Assets

Winner

IIM

$567M

QMAR

$566M

Expense Ratio

IIM

N/A

QMAR

0.90%

Max Drawdown

IIM

46.54%

Winner

QMAR

19.83%

Sharpe Ratio

IIM

1.07

Winner

QMAR

1.98

5Y Beta

Winner

IIM

0.20

QMAR

0.68

5Y Dividends CAGR

IIM

5.75%

QMAR

N/A

IIM vs QMAR - Historical Returns

Returns include dividend reinvestment.

Period	IIM	QMAR
1 month	+1.83%	+2.81%
3 months	+4.68%	+1.22%
6 months	-0.40%	+12.62%
1 year	+15.87%	+18.91%
5 years(CAGR)	-0.06%	+11.24%
10 years(CAGR)	+2.40%	N/A
Max(CAGR)	+5.61%	+12.17%

IIM

+1.83%

Winner

QMAR

+2.81%

Winner

IIM

+4.68%

QMAR

+1.22%

IIM

-0.40%

Winner

QMAR

+12.62%

IIM

+15.87%

Winner

QMAR

+18.91%

5Y(CAGR)

IIM

-0.06%

Winner

QMAR

+11.24%

10Y(CAGR)

IIM

+2.40%

QMAR

N/A

Max(CAGR)

IIM

+5.61%

Winner

QMAR

+12.17%

IIM vs QMAR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IIM	QMAR
2026	+6.54%	+14.16%
2025	+10.49%	+10.94%
2024	+8.05%	+16.29%
2023	+1.96%	+36.08%
2022	-24.99%	-17.05%
2021	+14.43%	+12.31%
2020	+6.40%	N/A
2019	+16.89%	N/A
2018	-3.94%	N/A
2017	+6.76%	N/A
2016	-6.13%	N/A
2015	+4.87%	N/A
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 QMAR Drawdown Comparison

The maximum drawdown for IIM was -40.17%, occurring on Oct 10, 2008. Recovery took 364 trading sessions.

The maximum drawdown for QMAR was -19.83%, occurring on Oct 14, 2022. Recovery took 286 trading sessions.

The current IIM drawdown is -2.45%. The current QMAR drawdown is -0.50%.

Rank	IIM	QMAR
#1	-40.17% Feb 12, 2008 - Jul 23, 2009	-19.83% Mar 29, 2022 - May 18, 2023
#2	-35.72% Dec 31, 2021 - Jul 2, 2026	-15.91% Feb 19, 2025 - Jun 27, 2025
#3	-28.68% Mar 6, 2020 - Nov 30, 2020	-10.23% Jan 3, 2022 - Mar 29, 2022
#4	-21.70% Jan 9, 2013 - Oct 3, 2014	-7.93% Jul 10, 2024 - Sep 26, 2024
#5	-18.68% Jul 11, 2016 - Aug 2, 2019	-4.38% Mar 22, 2024 - May 13, 2024
#6	-17.73% Sep 8, 2010 - Aug 22, 2011	-3.64% Sep 14, 2023 - Nov 3, 2023
#7	-16.13% Jan 29, 2015 - Jan 4, 2016	-3.33% Apr 26, 2021 - Jun 4, 2021
#8	-13.63% Mar 8, 2004 - Jun 16, 2005	-3.21% Mar 23, 2026 - Apr 6, 2026
#9	-13.17% Mar 9, 2012 - Jan 2, 2013	-3.00% Jun 1, 2026 - Aug 4, 2026
#10	-10.27% Nov 4, 1999 - Jul 6, 2000	-2.66% Jul 18, 2023 - Sep 14, 2023
#11	-10.27% Sep 13, 2000 - Jan 8, 2001	-2.42% Sep 1, 2021 - Oct 18, 2021
#12	-9.06% Jun 16, 2003 - Dec 16, 2003	-2.02% Dec 16, 2024 - Jan 21, 2025
#13	-8.74% May 15, 2007 - Jan 14, 2008	-1.76% Nov 4, 2021 - Dec 23, 2021
#14	-7.97% Sep 14, 2021 - Dec 31, 2021	-1.72% Oct 29, 2024 - Nov 6, 2024
#15	-7.40% Oct 8, 2009 - Dec 17, 2009	-1.66% Oct 29, 2025 - Nov 26, 2025