OIA vs FTXO

Comparison between Invesco Municipal Income Opportunities Trust (OIA, ETF) and FIRST TRUST NASDAQ BANK ETF (FTXO, ETF).

5-Year PerformanceFTXO has outperformed OIA, delivering a return of +10.0% compared to +0.0%

OIA vs FTXO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OIA(ETF)	FTXO(ETF)
Net Assets	$301M	$302M
Expense Ratio	N/A	0.60%
Max Drawdown	58.71%	57.80%
Sharpe Ratio	1.12	0.94
5Y Beta	0.17	1.01
P/E Ratio	N/A	13.85
Forward P/E	N/A	12.42
PEG Ratio	N/A	0.45
5Y Dividends CAGR	-1.63%	4.81%
5Y EPS CAGR	N/A	9.87%
Debt to Equity	N/A	67.07%
P/S Ratio	N/A	3.72
P/B Ratio	N/A	1.41

Net Assets

OIA

$301M

Winner

FTXO

$302M

Expense Ratio

OIA

N/A

FTXO

0.60%

Max Drawdown

OIA

58.71%

Winner

FTXO

57.80%

Sharpe Ratio

Winner

OIA

1.12

FTXO

0.94

5Y Beta

Winner

OIA

0.17

FTXO

1.01

P/E Ratio

OIA

N/A

FTXO

13.85

Forward P/E

OIA

N/A

FTXO

12.42

PEG Ratio

OIA

N/A

FTXO

0.45

5Y Dividends CAGR

OIA

-1.63%

Winner

FTXO

4.81%

5Y EPS CAGR

OIA

N/A

FTXO

9.87%

Debt to Equity

OIA

N/A

FTXO

67.07%

P/S Ratio

OIA

N/A

FTXO

3.72

P/B Ratio

OIA

N/A

FTXO

1.41

OIA vs FTXO - Historical Returns

Returns include dividend reinvestment.

Period	OIA	FTXO
1 month	+1.46%	+2.16%
3 months	+2.43%	+8.52%
6 months	+2.21%	+12.24%
1 year	+16.69%	+22.81%
5 years(CAGR)	+0.04%	+9.96%
10 years(CAGR)	+2.58%	+10.27%
Max(CAGR)	+4.90%	+10.27%

OIA

+1.46%

Winner

FTXO

+2.16%

OIA

+2.43%

Winner

FTXO

+8.52%

OIA

+2.21%

Winner

FTXO

+12.24%

OIA

+16.69%

Winner

FTXO

+22.81%

5Y(CAGR)

OIA

+0.04%

Winner

FTXO

+9.96%

10Y(CAGR)

OIA

+2.58%

Winner

FTXO

+10.27%

Max(CAGR)

OIA

+4.90%

Winner

FTXO

+10.27%

OIA vs FTXO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	OIA	FTXO
2026	+6.47%	+10.89%
2025	+6.44%	+21.84%
2024	-4.20%	+27.87%
2023	+7.17%	-0.08%
2022	-17.71%	-20.09%
2021	+6.09%	+40.98%
2020	+4.68%	-13.08%
2019	+17.64%	+27.81%
2018	-8.99%	-21.97%
2017	+17.32%	+13.86%
2016	+3.43%	+26.36%
2015	+10.72%	N/A
2014	+18.25%	N/A
2013	-12.44%	N/A
2012	+16.13%	N/A
2011	+16.63%	N/A
2010	+6.34%	N/A
2009	+37.16%	N/A
2008	-32.05%	N/A
2007	-21.12%	N/A
2006	+20.62%	N/A
2005	+21.06%	N/A
2004	+12.12%	N/A
2003	+3.36%	N/A
2002	-0.03%	N/A
2001	-0.47%	N/A
2000	+8.10%	N/A
1999	-5.35%	N/A

OIA vs FTXO Drawdown Comparison

The maximum drawdown for OIA was -55.23%, occurring on Oct 10, 2008. Recovery took 1283 trading sessions.

The maximum drawdown for FTXO was -55.24%, occurring on Mar 23, 2020. Recovery took 742 trading sessions.

The current OIA drawdown is -5.01%. The current FTXO drawdown is -2.11%.

Rank	OIA	FTXO
#1	-55.23% May 11, 2007 - Jun 13, 2012	-55.24% Mar 9, 2018 - Feb 19, 2021
#2	-34.85% Aug 30, 2021 - Oct 27, 2023	-46.57% Jan 14, 2022 - Nov 6, 2024
#3	-31.78% Feb 24, 2020 - Dec 31, 2020	-25.83% Nov 25, 2024 - Jul 3, 2025
#4	-22.39% Nov 26, 2012 - Jan 12, 2015	-16.69% Feb 6, 2026 - Jun 23, 2026
#5	-19.90% Sep 6, 2000 - Feb 12, 2001	-14.20% Jun 1, 2021 - Sep 27, 2021
#6	-14.09% Sep 30, 2016 - May 31, 2017	-12.81% Mar 1, 2017 - Oct 26, 2017
#7	-13.06% Sep 10, 2018 - Mar 21, 2019	-11.30% Oct 22, 2021 - Jan 6, 2022
#8	-11.94% Oct 7, 2002 - Jun 11, 2003	-9.10% Sep 18, 2025 - Dec 3, 2025
#9	-11.02% Nov 5, 1999 - Jul 19, 2000	-8.07% Feb 1, 2018 - Mar 9, 2018
#10	-11.02% Mar 9, 2004 - Oct 6, 2004	-7.91% Mar 12, 2021 - Apr 29, 2021
#11	-10.80% Aug 31, 2001 - Sep 3, 2002	-6.43% Jul 23, 2025 - Aug 22, 2025
#12	-9.53% Nov 7, 2005 - Jan 5, 2006	-5.36% Feb 24, 2021 - Mar 8, 2021
#13	-9.10% Jun 16, 2003 - Mar 8, 2004	-5.00% Oct 27, 2017 - Nov 29, 2017
#14	-8.65% Dec 27, 2017 - Aug 29, 2018	-4.45% Jan 4, 2017 - Jan 25, 2017
#15	-7.54% Apr 12, 2019 - Aug 6, 2019	-4.08% Jan 6, 2026 - Feb 3, 2026

Correlation

Correlation between OIA and FTXO is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (2000 - 2026)

OIA vs FTXO dividend yield comparison.

Year	OIA	FTXO
2026	3.30%	0.79%
2025	5.81%	1.92%
2024	5.87%	2.18%
2023	5.09%	3.20%
2022	5.68%	2.94%
2021	4.69%	1.64%
2020	4.81%	2.74%
2019	4.88%	2.53%
2018	5.84%	3.51%
2017	5.16%	1.09%
2016	5.58%	0.17%
2015	5.40%	0.00%
2014	5.85%	0.00%
2013	6.77%	0.00%
2012	5.74%	0.00%
2011	6.31%	0.00%
2010	6.80%	0.00%
2009	6.98%	0.00%
2008	10.17%	0.00%
2007	7.22%	0.00%
2006	5.61%	0.00%
2005	6.07%	0.00%
2004	6.46%	0.00%
2003	7.31%	0.00%
2002	7.50%	0.00%
2001	7.31%	0.00%
2000	3.07%	0.00%