IIM vs REM
Comparison between Invesco Value Municipal Income Trust (IIM, ETF) and iShares Mortgage Real Estate ETF (REM, ETF).
5-Year PerformanceIIM has outperformed REM, delivering a return of +0.5% compared to -2.3%
IIM vs REM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IIM vs REM - Historical Returns
Returns include dividend reinvestment.
IIM vs REM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IIM | REM |
|---|---|---|
| 2026 | +3.62% | -3.20% |
| 2025 | +10.49% | +12.79% |
| 2024 | +8.05% | -0.45% |
| 2023 | +1.96% | +12.51% |
| 2022 | -24.99% | -28.84% |
| 2021 | +14.43% | +19.82% |
| 2020 | +6.40% | -20.73% |
| 2019 | +16.89% | +20.48% |
| 2018 | -3.94% | -2.01% |
| 2017 | +6.76% | +16.54% |
| 2016 | -6.13% | +21.07% |
| 2015 | +4.87% | -10.85% |
| 2014 | +27.82% | +15.97% |
| 2013 | -15.82% | -5.63% |
| 2012 | +10.32% | +20.36% |
| 2011 | +26.65% | -9.86% |
| 2010 | +2.22% | +15.98% |
| 2009 | +35.02% | +13.09% |
| 2008 | -16.26% | -42.43% |
| 2007 | -1.26% | -36.35% |
| 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 REM Drawdown Comparison
The maximum drawdown for IIM was -40.17%, occurring on Oct 10, 2008. Recovery took 364 trading sessions.
The maximum drawdown for REM was -74.76%, occurring on Nov 20, 2008. This drawdown has not yet recovered.
The current IIM drawdown is -4.38%. The current REM drawdown is -23.58%.
| Rank | IIM | REM |
|---|---|---|
| #1 | -40.17% Feb 12, 2008 - Jul 23, 2009 | -74.76% Jun 4, 2007 - Nov 20, 2008 |
| #2 | -35.72% Dec 31, 2021 - Oct 26, 2023 | -3.84% May 9, 2007 - May 31, 2007 |
| #3 | -28.68% Mar 6, 2020 - Nov 30, 2020 | -0.38% May 4, 2007 - May 9, 2007 |
| #4 | -21.70% Jan 9, 2013 - Oct 3, 2014 | N/A |
| #5 | -18.68% Jul 11, 2016 - Aug 2, 2019 | N/A |
| #6 | -17.73% Sep 8, 2010 - Aug 22, 2011 | N/A |
| #7 | -16.13% Jan 29, 2015 - Jan 4, 2016 | N/A |
| #8 | -13.63% Mar 8, 2004 - Jun 16, 2005 | N/A |
| #9 | -13.17% Mar 9, 2012 - Jan 2, 2013 | N/A |
| #10 | -10.27% Nov 4, 1999 - Jul 6, 2000 | N/A |
| #11 | -10.27% Sep 13, 2000 - Jan 8, 2001 | N/A |
| #12 | -9.06% Jun 16, 2003 - Dec 16, 2003 | N/A |
| #13 | -8.74% May 15, 2007 - Jan 14, 2008 | N/A |
| #14 | -7.97% Sep 14, 2021 - Dec 31, 2021 | N/A |
| #15 | -7.40% Oct 8, 2009 - Dec 17, 2009 | N/A |
Correlation
Correlation between IIM and REM is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
IIM vs REM dividend yield comparison.
| Year | IIM | REM |
|---|---|---|
| 2026 | 3.11% | 0.75% |
| 2025 | 7.51% | 8.70% |
| 2024 | 6.58% | 9.61% |
| 2023 | 4.72% | 9.46% |
| 2022 | 5.87% | 11.13% |
| 2021 | 4.51% | 7.29% |
| 2020 | 4.48% | 7.72% |
| 2019 | 4.61% | 8.16% |
| 2018 | 5.43% | 9.99% |
| 2017 | 4.99% | 9.97% |
| 2016 | 5.52% | 10.03% |
| 2015 | 5.20% | 11.99% |
| 2014 | 5.49% | 14.53% |
| 2013 | 6.67% | 16.12% |
| 2012 | 5.35% | 12.60% |
| 2011 | 5.50% | 12.20% |
| 2010 | 6.44% | 9.10% |
| 2009 | 5.70% | 8.14% |
| 2008 | 7.39% | 22.08% |
| 2007 | 5.22% | 8.95% |
| 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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