OIA vs SHE

Comparison between Invesco Municipal Income Opportunities Trust (OIA, ETF) and STATE STREET(R) SPDR(R) MSCI USA GENDER DIVERSITY ETF (SHE, ETF).

5-Year PerformanceSHE has outperformed OIA, delivering a return of +10.3% compared to -0.7%

OIA vs SHE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OIA(ETF)	SHE(ETF)
Net Assets	$296M	$297M
Expense Ratio	N/A	0.20%
Max Drawdown	58.71%	36.16%
Sharpe Ratio	0.75	1.64
5Y Beta	0.17	0.88
P/E Ratio	N/A	24.14
Forward P/E	N/A	18.31
PEG Ratio	N/A	0.50
5Y Dividends CAGR	-1.63%	13.48%
5Y EPS CAGR	N/A	21.82%
Debt to Equity	N/A	50.87%
P/S Ratio	N/A	2.91
P/B Ratio	N/A	4.49

Net Assets

OIA

$296M

Winner

SHE

$297M

Expense Ratio

OIA

N/A

SHE

0.20%

Max Drawdown

OIA

58.71%

Winner

SHE

36.16%

Sharpe Ratio

OIA

0.75

Winner

SHE

1.64

5Y Beta

Winner

OIA

0.17

SHE

0.88

P/E Ratio

OIA

N/A

SHE

24.14

Forward P/E

OIA

N/A

SHE

18.31

PEG Ratio

OIA

N/A

SHE

0.50

5Y Dividends CAGR

OIA

-1.63%

Winner

SHE

13.48%

5Y EPS CAGR

OIA

N/A

SHE

21.82%

Debt to Equity

OIA

N/A

SHE

50.87%

P/S Ratio

OIA

N/A

SHE

2.91

P/B Ratio

OIA

N/A

SHE

4.49

OIA vs SHE - Historical Returns

Returns include dividend reinvestment.

Period	OIA	SHE
1 month	-1.32%	+5.25%
3 months	-1.81%	+14.95%
6 months	+0.55%	+16.90%
1 year	+12.11%	+27.85%
5 years(CAGR)	-0.66%	+10.25%
10 years(CAGR)	+2.78%	+12.52%
Max(CAGR)	+4.80%	+12.84%

OIA

-1.32%

Winner

SHE

+5.25%

OIA

-1.81%

Winner

SHE

+14.95%

OIA

+0.55%

Winner

SHE

+16.90%

OIA

+12.11%

Winner

SHE

+27.85%

5Y(CAGR)

OIA

-0.66%

Winner

SHE

+10.25%

10Y(CAGR)

OIA

+2.78%

Winner

SHE

+12.52%

Max(CAGR)

OIA

+4.80%

Winner

SHE

+12.84%

OIA vs SHE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	OIA	SHE
2026	+3.24%	+15.65%
2025	+6.44%	+15.65%
2024	-4.20%	+24.08%
2023	+7.17%	+22.55%
2022	-17.71%	-21.67%
2021	+6.09%	+16.93%
2020	+4.68%	+17.20%
2019	+17.64%	+23.86%
2018	-8.99%	-3.64%
2017	+17.32%	+19.13%
2016	+3.43%	+12.03%
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 SHE Drawdown Comparison

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

The maximum drawdown for SHE was -35.78%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The current OIA drawdown is -7.89%. The current SHE drawdown is -3.40%.

Rank	OIA	SHE
#1	-55.23% May 11, 2007 - Jun 13, 2012	-35.78% Feb 19, 2020 - Sep 2, 2020
#2	-34.85% Aug 30, 2021 - Oct 27, 2023	-31.69% Nov 16, 2021 - Mar 7, 2024
#3	-31.78% Feb 24, 2020 - Dec 31, 2020	-18.17% Sep 21, 2018 - Apr 30, 2019
#4	-22.39% Nov 26, 2012 - Jan 12, 2015	-17.07% Feb 19, 2025 - Jun 26, 2025
#5	-19.90% Sep 6, 2000 - Feb 12, 2001	-10.28% Jan 26, 2018 - Jul 25, 2018
#6	-14.09% Sep 30, 2016 - May 31, 2017	-8.74% Jul 16, 2024 - Aug 30, 2024
#7	-13.06% Sep 10, 2018 - Mar 21, 2019	-8.54% Jan 28, 2026 - Apr 15, 2026
#8	-11.94% Oct 7, 2002 - Jun 11, 2003	-8.16% Sep 2, 2020 - Oct 9, 2020
#9	-11.02% Nov 5, 1999 - Jul 19, 2000	-7.79% Oct 12, 2020 - Nov 9, 2020
#10	-11.02% Mar 9, 2004 - Oct 6, 2004	-6.56% Jul 26, 2019 - Nov 14, 2019
#11	-10.80% Aug 31, 2001 - Sep 3, 2002	-5.83% Aug 24, 2016 - Nov 22, 2016
#12	-9.53% Nov 7, 2005 - Jan 5, 2006	-5.70% Apr 28, 2016 - Jul 8, 2016
#13	-9.10% Jun 16, 2003 - Mar 8, 2004	-5.68% Nov 12, 2025 - Dec 11, 2025
#14	-8.65% Dec 27, 2017 - Aug 29, 2018	-5.34% Mar 27, 2024 - May 15, 2024
#15	-7.54% Apr 12, 2019 - Aug 6, 2019	-5.24% Dec 4, 2024 - Feb 5, 2025

Correlation

Correlation between OIA and SHE is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2000 - 2026)

OIA vs SHE dividend yield comparison.

Year	OIA	SHE
2026	2.41%	0.53%
2025	5.81%	1.18%
2024	5.87%	1.14%
2023	5.09%	1.37%
2022	5.68%	1.54%
2021	4.69%	0.99%
2020	4.81%	1.24%
2019	4.88%	1.91%
2018	5.84%	7.39%
2017	5.16%	5.37%
2016	5.58%	6.41%
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%