IMF vs OIA
Comparison between INVESCO MANAGED FUTURES STRATEGY ETF (IMF, ETF) and Invesco Municipal Income Opportunities Trust (OIA, ETF).
IMF vs OIA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IMF
$301M
Winner
OIA
$301M
Expense Ratio
IMF
0.65%
OIA
N/A
Max Drawdown
Winner
IMF
15.10%
OIA
58.71%
Sharpe Ratio
Winner
IMF
1.46
OIA
1.21
5Y Beta
IMF
0.28
Winner
OIA
0.17
5Y Dividends CAGR
IMF
N/A
OIA
-1.63%
IMF vs OIA - Historical Returns
Returns include dividend reinvestment.
1M
IMF
+0.66%
Winner
OIA
+2.95%
3M
IMF
+1.08%
Winner
OIA
+3.77%
6M
Winner
IMF
+9.98%
OIA
+4.22%
1Y
Winner
IMF
+20.43%
OIA
+18.04%
5Y(CAGR)
IMF
N/A
OIA
+0.31%
10Y(CAGR)
IMF
N/A
OIA
+2.73%
Max(CAGR)
IMF
+3.03%
Winner
OIA
+4.93%
IMF vs OIA - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IMF | OIA |
|---|---|---|
| 2026 | +12.18% | +7.50% |
| 2025 | -7.96% | +6.44% |
| 2024 | N/A | -4.20% |
| 2023 | N/A | +7.17% |
| 2022 | N/A | -17.71% |
| 2021 | N/A | +6.09% |
| 2020 | N/A | +4.68% |
| 2019 | N/A | +17.64% |
| 2018 | N/A | -8.99% |
| 2017 | N/A | +17.32% |
| 2016 | N/A | +3.43% |
| 2015 | N/A | +10.72% |
| 2014 | N/A | +18.25% |
| 2013 | N/A | -12.44% |
| 2012 | N/A | +16.13% |
| 2011 | N/A | +16.63% |
| 2010 | N/A | +6.34% |
| 2009 | N/A | +37.16% |
| 2008 | N/A | -32.05% |
| 2007 | N/A | -21.12% |
| 2006 | N/A | +20.62% |
| 2005 | N/A | +21.06% |
| 2004 | N/A | +12.12% |
| 2003 | N/A | +3.36% |
| 2002 | N/A | -0.03% |
| 2001 | N/A | -0.47% |
| 2000 | N/A | +8.10% |
| 1999 | N/A | -5.35% |
IMF vs OIA Drawdown Comparison
The maximum drawdown for IMF was -15.10%, occurring on Aug 1, 2025. Recovery took 242 trading sessions.
The maximum drawdown for OIA was -55.23%, occurring on Oct 10, 2008. Recovery took 1283 trading sessions.
The current IMF drawdown is -1.68%. The current OIA drawdown is -4.08%.
| Rank | IMF | OIA |
|---|---|---|
| #1 | -15.10% Mar 19, 2025 - Mar 6, 2026 | -55.23% May 11, 2007 - Jun 13, 2012 |
| #2 | -4.54% May 19, 2026 - Jun 24, 2026 | -34.85% Aug 30, 2021 - Oct 27, 2023 |
| #3 | -2.97% Mar 12, 2026 - Mar 31, 2026 | -31.78% Feb 24, 2020 - Dec 31, 2020 |
| #4 | -1.67% Apr 6, 2026 - Apr 22, 2026 | -22.39% Nov 26, 2012 - Jan 12, 2015 |
| #5 | -0.84% Mar 6, 2026 - Mar 10, 2026 | -19.90% Sep 6, 2000 - Feb 12, 2001 |
| #6 | -0.75% May 5, 2026 - May 11, 2026 | -14.09% Sep 30, 2016 - May 31, 2017 |
| #7 | -0.66% May 13, 2026 - May 19, 2026 | -13.06% Sep 10, 2018 - Mar 21, 2019 |
| #8 | -0.28% Apr 23, 2026 - Apr 28, 2026 | -11.94% Oct 7, 2002 - Jun 11, 2003 |
| #9 | -0.09% Mar 31, 2026 - Apr 2, 2026 | -11.02% Nov 5, 1999 - Jul 19, 2000 |
| #10 | -0.06% May 1, 2026 - May 5, 2026 | -11.02% Mar 9, 2004 - Oct 6, 2004 |
| #11 | N/A | -10.80% Aug 31, 2001 - Sep 3, 2002 |
| #12 | N/A | -9.53% Nov 7, 2005 - Jan 5, 2006 |
| #13 | N/A | -9.10% Jun 16, 2003 - Mar 8, 2004 |
| #14 | N/A | -8.65% Dec 27, 2017 - Aug 29, 2018 |
| #15 | N/A | -7.54% Apr 12, 2019 - Aug 6, 2019 |
Correlation
Correlation between IMF and OIA is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2000 - 2026)
IMF vs OIA dividend yield comparison.
| Year | IMF | OIA |
|---|---|---|
| 2026 | 0.00% | 3.27% |
| 2025 | 1.01% | 5.81% |
| 2024 | 0.00% | 5.87% |
| 2023 | 0.00% | 5.09% |
| 2022 | 0.00% | 5.68% |
| 2021 | 0.00% | 4.69% |
| 2020 | 0.00% | 4.81% |
| 2019 | 0.00% | 4.88% |
| 2018 | 0.00% | 5.84% |
| 2017 | 0.00% | 5.16% |
| 2016 | 0.00% | 5.58% |
| 2015 | 0.00% | 5.40% |
| 2014 | 0.00% | 5.85% |
| 2013 | 0.00% | 6.77% |
| 2012 | 0.00% | 5.74% |
| 2011 | 0.00% | 6.31% |
| 2010 | 0.00% | 6.80% |
| 2009 | 0.00% | 6.98% |
| 2008 | 0.00% | 10.17% |
| 2007 | 0.00% | 7.22% |
| 2006 | 0.00% | 5.61% |
| 2005 | 0.00% | 6.07% |
| 2004 | 0.00% | 6.46% |
| 2003 | 0.00% | 7.31% |
| 2002 | 0.00% | 7.50% |
| 2001 | 0.00% | 7.31% |
| 2000 | 0.00% | 3.07% |
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