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OIA vs SPY

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

5-Year PerformanceSPY has outperformed OIA, delivering a return of +13.3% compared to -0.7%

OIA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
OIA
$296M
Winner
SPY
$735B
Expense Ratio
OIA
N/A
SPY
0.09%
Max Drawdown
OIA
58.71%
Winner
SPY
56.47%
Sharpe Ratio
OIA
0.75
Winner
SPY
1.62
5Y Beta
Winner
OIA
0.17
SPY
1.00
P/E Ratio
OIA
N/A
SPY
28.99
Forward P/E
OIA
N/A
SPY
22.37
5Y Dividends CAGR
OIA
-1.63%
Winner
SPY
5.43%
5Y EPS CAGR
OIA
N/A
SPY
26.05%
Debt to Equity
OIA
N/A
SPY
32.40%
P/S Ratio
OIA
N/A
SPY
3.74
P/B Ratio
OIA
N/A
SPY
5.61

OIA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
OIA
-1.32%
Winner
SPY
+1.90%
3M
OIA
-1.81%
Winner
SPY
+8.55%
6M
OIA
+0.55%
Winner
SPY
+8.18%
1Y
OIA
+12.11%
Winner
SPY
+25.79%
5Y(CAGR)
OIA
-0.66%
Winner
SPY
+13.32%
10Y(CAGR)
OIA
+2.78%
Winner
SPY
+15.19%
Max(CAGR)
OIA
+4.80%
Winner
SPY
+8.47%

OIA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearOIASPY
2026+3.24%+8.26%
2025+6.44%+18.00%
2024-4.20%+25.59%
2023+7.17%+26.72%
2022-17.71%-18.64%
2021+6.09%+30.52%
2020+4.68%+17.28%
2019+17.64%+31.09%
2018-8.99%-5.24%
2017+17.32%+20.78%
2016+3.43%+13.59%
2015+10.72%+1.31%
2014+18.25%+14.56%
2013-12.44%+29.00%
2012+16.13%+14.17%
2011+16.63%+0.85%
2010+6.34%+13.14%
2009+37.16%+22.67%
2008-32.05%-36.25%
2007-21.12%+5.32%
2006+20.62%+13.85%
2005+21.06%+5.32%
2004+12.12%+10.75%
2003+3.36%+24.18%
2002-0.03%-22.42%
2001-0.47%-10.13%
2000+8.10%-8.84%
1999-5.35%+8.61%

OIA vs SPY Drawdown Comparison

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

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

The current OIA drawdown is -7.89%. The current SPY drawdown is -2.90%.

RankOIASPY
#1-55.23%
May 11, 2007 - Jun 13, 2012		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-34.85%
Aug 30, 2021 - Oct 27, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-31.78%
Feb 24, 2020 - Dec 31, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.39%
Nov 26, 2012 - Jan 12, 2015		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.90%
Sep 6, 2000 - Feb 12, 2001		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.09%
Sep 30, 2016 - May 31, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.06%
Sep 10, 2018 - Mar 21, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-11.94%
Oct 7, 2002 - Jun 11, 2003		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.02%
Nov 5, 1999 - Jul 19, 2000		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.02%
Mar 9, 2004 - Oct 6, 2004		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.80%
Aug 31, 2001 - Sep 3, 2002		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.53%
Nov 7, 2005 - Jan 5, 2006		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.10%
Jun 16, 2003 - Mar 8, 2004		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.65%
Dec 27, 2017 - Aug 29, 2018		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.54%
Apr 12, 2019 - Aug 6, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between OIA and SPY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (1999 - 2026)

OIA vs SPY dividend yield comparison.

YearOIASPY
20262.41%0.24%
20255.81%1.07%
20245.87%1.21%
20235.09%1.40%
20225.68%1.65%
20214.69%1.20%
20204.81%1.52%
20194.88%1.75%
20185.84%2.04%
20175.16%1.80%
20165.58%2.03%
20155.40%2.06%
20145.85%1.87%
20136.77%1.81%
20125.74%2.18%
20116.31%2.05%
20106.80%1.80%
20096.98%1.95%
200810.17%3.02%
20077.22%1.85%
20065.61%1.73%
20056.07%1.73%
20046.46%1.82%
20037.31%1.47%
20027.50%1.70%
20017.31%1.25%
20003.07%1.15%
19990.00%0.24%

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