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IQI vs SPY

Comparison between Invesco Quality Municipal Income Trust (IQI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IQI, delivering a return of +13.3% compared to -0.1%

IQI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IQI
$534M
Winner
SPY
$735B
Expense Ratio
IQI
N/A
SPY
0.09%
Max Drawdown
Winner
IQI
55.16%
SPY
56.47%
Sharpe Ratio
IQI
1.00
Winner
SPY
1.62
5Y Beta
Winner
IQI
0.24
SPY
1.00
P/E Ratio
IQI
N/A
SPY
28.99
Forward P/E
IQI
N/A
SPY
22.37
5Y Dividends CAGR
IQI
4.25%
Winner
SPY
5.43%
5Y EPS CAGR
IQI
N/A
SPY
26.05%
Debt to Equity
IQI
N/A
SPY
32.40%
P/S Ratio
IQI
N/A
SPY
3.74
P/B Ratio
IQI
N/A
SPY
5.61

IQI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IQI
+1.25%
Winner
SPY
+1.90%
3M
IQI
-0.30%
Winner
SPY
+8.55%
6M
IQI
+1.68%
Winner
SPY
+8.18%
1Y
IQI
+13.86%
Winner
SPY
+25.79%
5Y(CAGR)
IQI
-0.08%
Winner
SPY
+13.32%
10Y(CAGR)
IQI
+2.44%
Winner
SPY
+15.19%
Max(CAGR)
IQI
+5.27%
Winner
SPY
+8.47%

IQI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIQISPY
2026+2.56%+8.26%
2025+8.56%+18.00%
2024+9.98%+25.59%
2023+4.31%+26.72%
2022-27.10%-18.64%
2021+9.25%+30.52%
2020+8.86%+17.28%
2019+15.59%+31.09%
2018-4.47%-5.24%
2017+6.13%+20.78%
2016+2.85%+13.59%
2015+8.13%+1.31%
2014+19.39%+14.56%
2013-14.68%+29.00%
2012+7.81%+14.17%
2011+19.74%+0.85%
2010+8.35%+13.14%
2009+33.00%+22.67%
2008-20.84%-36.25%
2007-8.00%+5.32%
2006+10.77%+13.85%
2005+10.91%+5.32%
2004+1.23%+10.75%
2003+11.68%+24.18%
2002+7.07%-22.42%
2001+9.01%-10.13%
2000+16.17%-8.84%
1999-6.11%+8.61%

IQI vs SPY Drawdown Comparison

The maximum drawdown for IQI was -50.21%, occurring on Oct 10, 2008. Recovery took 692 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IQI drawdown is -4.96%. The current SPY drawdown is -2.90%.

RankIQISPY
#1-50.21%
May 7, 2007 - Feb 3, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-35.34%
Jul 29, 2021 - Oct 25, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-26.28%
Mar 4, 2020 - Nov 24, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.85%
Jul 25, 2012 - Jan 13, 2015		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.18%
Sep 30, 2010 - Oct 28, 2011		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-13.33%
Aug 18, 2016 - Apr 10, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-11.24%
Mar 23, 2004 - Feb 4, 2005		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.07%
Jun 17, 2003 - Jan 15, 2004		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.68%
Nov 5, 1999 - Feb 3, 2000		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.35%
Feb 2, 2015 - Dec 1, 2015		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.54%
Sep 12, 2000 - Jan 2, 2001		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.40%
Mar 1, 2012 - Jun 11, 2012		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.23%
Oct 2, 2002 - Feb 27, 2003		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.19%
Feb 4, 2002 - Jul 10, 2002		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.14%
Feb 8, 2000 - Jul 18, 2000		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IQI and SPY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (1999 - 2026)

IQI vs SPY dividend yield comparison.

YearIQISPY
20263.19%0.24%
20257.60%1.07%
20246.48%1.21%
20234.70%1.40%
20225.82%1.65%
20214.53%1.20%
20204.61%1.52%
20194.88%1.75%
20186.04%2.04%
20175.33%1.80%
20166.15%2.03%
20156.08%2.06%
20146.24%1.87%
20137.39%1.81%
20126.43%2.18%
20116.46%2.05%
20106.96%1.80%
20096.59%1.95%
20087.30%3.02%
20075.66%1.85%
20066.73%1.73%
20057.70%1.73%
20046.33%1.82%
20038.51%1.47%
20028.43%1.70%
20018.85%1.25%
20002.65%1.15%
19990.00%0.24%

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