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OIA vs TBT

Comparison between Invesco Municipal Income Opportunities Trust (OIA, ETF) and PROSHARES ULTRASHORT 20+ YEAR TREASURY (TBT, ETF).

5-Year PerformanceTBT has outperformed OIA, delivering a return of +15.6% compared to -0.7%

OIA vs TBT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
OIA
$296M
TBT
$296M
Max Drawdown
Winner
OIA
58.71%
TBT
95.17%
Sharpe Ratio
Winner
OIA
0.75
TBT
-0.03
5Y Beta
OIA
0.17
Winner
TBT
-0.11
5Y Dividends CAGR
OIA
-1.63%
Winner
TBT
89.90%

OIA vs TBT - Historical Returns

Returns include dividend reinvestment.

1M
OIA
-1.32%
Winner
TBT
+0.59%
3M
OIA
-1.81%
Winner
TBT
+8.06%
6M
OIA
+0.55%
Winner
TBT
+6.06%
1Y
Winner
OIA
+12.11%
TBT
+1.40%
5Y(CAGR)
OIA
-0.66%
Winner
TBT
+15.57%
10Y(CAGR)
Winner
OIA
+2.78%
TBT
+2.01%
Max(CAGR)
Winner
OIA
+4.80%
TBT
-9.76%

OIA vs TBT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearOIATBT
2026+3.24%+3.88%
2025+6.44%-1.41%
2024-4.20%+25.84%
2023+7.17%+1.22%
2022-17.71%+83.83%
2021+6.09%+2.55%
2020+4.68%-36.60%
2019+17.64%-22.02%
2018-8.99%+2.75%
2017+17.32%-16.51%
2016+3.43%-6.01%
2015+10.72%-3.08%
2014+18.25%-41.07%
2013-12.44%+21.75%
2012+16.13%-14.72%
2011+16.63%-51.83%
2010+6.34%-26.11%
2009+37.16%+27.90%
2008-32.05%-45.18%
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 TBT Drawdown Comparison

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

The maximum drawdown for TBT was -94.99%, occurring on Aug 4, 2020. This drawdown has not yet recovered.

The current OIA drawdown is -7.89%. The current TBT drawdown is -85.55%.

RankOIATBT
#1-55.23%
May 11, 2007 - Jun 13, 2012
-94.99%
Jun 13, 2008 - Aug 4, 2020
#2-34.85%
Aug 30, 2021 - Oct 27, 2023
-3.64%
May 29, 2008 - Jun 12, 2008
#3-31.78%
Feb 24, 2020 - Dec 31, 2020
-3.62%
May 6, 2008 - May 28, 2008
#4-22.39%
Nov 26, 2012 - Jan 12, 2015
-0.01%
May 2, 2008 - May 6, 2008
#5-19.90%
Sep 6, 2000 - Feb 12, 2001
N/A
#6-14.09%
Sep 30, 2016 - May 31, 2017
N/A
#7-13.06%
Sep 10, 2018 - Mar 21, 2019
N/A
#8-11.94%
Oct 7, 2002 - Jun 11, 2003
N/A
#9-11.02%
Nov 5, 1999 - Jul 19, 2000
N/A
#10-11.02%
Mar 9, 2004 - Oct 6, 2004
N/A
#11-10.80%
Aug 31, 2001 - Sep 3, 2002
N/A
#12-9.53%
Nov 7, 2005 - Jan 5, 2006
N/A
#13-9.10%
Jun 16, 2003 - Mar 8, 2004
N/A
#14-8.65%
Dec 27, 2017 - Aug 29, 2018
N/A
#15-7.54%
Apr 12, 2019 - Aug 6, 2019
N/A

Correlation

Correlation between OIA and TBT is -0.81 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.81
-101

Dividend Comparison (2000 - 2026)

OIA vs TBT dividend yield comparison.

YearOIATBT
20262.41%0.47%
20255.81%3.21%
20245.87%4.64%
20235.09%4.98%
20225.68%0.42%
20214.69%0.00%
20204.81%0.32%
20194.88%2.12%
20185.84%0.99%
20175.16%0.00%
20165.58%0.00%
20155.40%0.00%
20145.85%0.00%
20136.77%0.00%
20125.74%0.00%
20116.31%0.00%
20106.80%0.00%
20096.98%0.00%
200810.17%0.44%
20077.22%0.00%
20065.61%0.00%
20056.07%0.00%
20046.46%0.00%
20037.31%0.00%
20027.50%0.00%
20017.31%0.00%
20003.07%0.00%

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