IIM vs SFLO
Comparison between Invesco Value Municipal Income Trust (IIM, ETF) and VICTORYSHARES SMALL CAP FREE CASH FLOW ETF (SFLO, ETF).
IIM vs SFLO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IIM
$581M
SFLO
$581M
Expense Ratio
IIM
N/A
SFLO
0.49%
Max Drawdown
IIM
46.54%
Winner
SFLO
27.01%
Sharpe Ratio
IIM
1.24
Winner
SFLO
1.39
5Y Beta
Winner
IIM
0.19
SFLO
0.97
P/E Ratio
IIM
N/A
SFLO
31.75
Forward P/E
IIM
N/A
SFLO
10.15
5Y Dividends CAGR
IIM
4.77%
SFLO
N/A
Debt to Equity
IIM
N/A
SFLO
-29.07%
P/S Ratio
IIM
N/A
SFLO
1.02
P/B Ratio
IIM
N/A
SFLO
2.14
IIM vs SFLO - Historical Returns
Returns include dividend reinvestment.
1M
IIM
+4.27%
Winner
SFLO
+4.84%
3M
IIM
+0.75%
Winner
SFLO
+15.30%
6M
IIM
+5.27%
Winner
SFLO
+12.28%
1Y
IIM
+16.22%
Winner
SFLO
+30.80%
5Y(CAGR)
IIM
+0.72%
SFLO
N/A
10Y(CAGR)
IIM
+2.32%
SFLO
N/A
Max(CAGR)
IIM
+5.60%
Winner
SFLO
+13.56%
IIM vs SFLO - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IIM | SFLO |
|---|---|---|
| 2026 | +5.29% | +15.14% |
| 2025 | +10.49% | +10.90% |
| 2024 | +8.05% | +6.81% |
| 2023 | +1.96% | -0.16% |
| 2022 | -24.99% | N/A |
| 2021 | +14.43% | N/A |
| 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 SFLO Drawdown Comparison
The maximum drawdown for IIM was -40.17%, occurring on Oct 10, 2008. Recovery took 364 trading sessions.
The maximum drawdown for SFLO was -26.62%, occurring on Apr 8, 2025. Recovery took 177 trading sessions.
The current IIM drawdown is -2.84%. The current SFLO drawdown is -1.40%.
| Rank | IIM | SFLO |
|---|---|---|
| #1 | -40.17% Feb 12, 2008 - Jul 23, 2009 | -26.62% Nov 25, 2024 - Aug 13, 2025 |
| #2 | -35.72% Dec 31, 2021 - Oct 26, 2023 | -10.44% Jul 31, 2024 - Nov 11, 2024 |
| #3 | -28.68% Mar 6, 2020 - Nov 30, 2020 | -7.80% Sep 18, 2025 - Dec 3, 2025 |
| #4 | -21.70% Jan 9, 2013 - Oct 3, 2014 | -6.56% Mar 28, 2024 - Jul 16, 2024 |
| #5 | -18.68% Jul 11, 2016 - Aug 2, 2019 | -5.62% Dec 26, 2023 - Feb 15, 2024 |
| #6 | -17.73% Sep 8, 2010 - Aug 22, 2011 | -4.65% May 7, 2026 - May 29, 2026 |
| #7 | -16.13% Jan 29, 2015 - Jan 4, 2016 | -4.36% Nov 11, 2024 - Nov 25, 2024 |
| #8 | -13.63% Mar 8, 2004 - Jun 16, 2005 | -4.11% Mar 4, 2026 - Apr 6, 2026 |
| #9 | -13.17% Mar 9, 2012 - Jan 2, 2013 | -3.34% Jan 22, 2026 - Feb 6, 2026 |
| #10 | -10.27% Nov 4, 1999 - Jul 6, 2000 | -3.31% Jun 1, 2026 - Jun 5, 2026 |
| #11 | -10.27% Sep 13, 2000 - Jan 8, 2001 | -3.16% Feb 6, 2026 - Mar 2, 2026 |
| #12 | -9.06% Jun 16, 2003 - Dec 16, 2003 | -2.87% Dec 11, 2025 - Jan 22, 2026 |
| #13 | -8.74% May 15, 2007 - Jan 14, 2008 | -2.78% Feb 15, 2024 - Mar 1, 2024 |
| #14 | -7.97% Sep 14, 2021 - Dec 31, 2021 | -2.78% Jul 16, 2024 - Jul 26, 2024 |
| #15 | -7.40% Oct 8, 2009 - Dec 17, 2009 | -2.27% Apr 8, 2026 - Apr 14, 2026 |
Correlation
Correlation between IIM and SFLO is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2000 - 2026)
IIM vs SFLO dividend yield comparison.
| Year | IIM | SFLO |
|---|---|---|
| 2026 | 3.06% | 0.36% |
| 2025 | 7.51% | 1.04% |
| 2024 | 6.58% | 1.28% |
| 2023 | 4.72% | 0.00% |
| 2022 | 5.87% | 0.00% |
| 2021 | 4.51% | 0.00% |
| 2020 | 4.48% | 0.00% |
| 2019 | 4.61% | 0.00% |
| 2018 | 5.43% | 0.00% |
| 2017 | 4.99% | 0.00% |
| 2016 | 5.52% | 0.00% |
| 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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