REM vs VKQ
Comparison between iShares Mortgage Real Estate ETF (REM, ETF) and Invesco Municipal Trust (VKQ, ETF).
5-Year PerformanceVKQ has outperformed REM, delivering a return of -0.5% compared to -2.5%
REM vs VKQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
REM vs VKQ - Historical Returns
Returns include dividend reinvestment.
REM vs VKQ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | REM | VKQ |
|---|---|---|
| 2026 | -1.95% | +4.65% |
| 2025 | +12.79% | +5.95% |
| 2024 | -0.45% | +9.60% |
| 2023 | +12.51% | +1.27% |
| 2022 | -28.84% | -22.51% |
| 2021 | +19.82% | +10.50% |
| 2020 | -20.73% | +8.50% |
| 2019 | +20.48% | +15.02% |
| 2018 | -2.01% | -6.10% |
| 2017 | +16.54% | +7.88% |
| 2016 | +21.07% | +1.23% |
| 2015 | -10.85% | +7.45% |
| 2014 | +15.97% | +16.72% |
| 2013 | -5.63% | -16.55% |
| 2012 | +20.36% | +10.08% |
| 2011 | -9.86% | +20.62% |
| 2010 | +15.98% | +3.27% |
| 2009 | +13.09% | +49.36% |
| 2008 | -42.43% | -36.79% |
| 2007 | -36.35% | +1.29% |
| 2006 | N/A | +18.83% |
| 2005 | N/A | +3.17% |
| 2004 | N/A | +5.81% |
| 2003 | N/A | +8.90% |
| 2002 | N/A | +15.08% |
| 2001 | N/A | +5.97% |
| 2000 | N/A | +6.32% |
| 1999 | N/A | -4.71% |
REM vs VKQ Drawdown Comparison
The maximum drawdown for REM was -74.76%, occurring on Nov 20, 2008. This drawdown has not yet recovered.
The maximum drawdown for VKQ was -50.96%, occurring on Dec 16, 2008. Recovery took 408 trading sessions.
The current REM drawdown is -22.59%. The current VKQ drawdown is -6.88%.
| Rank | REM | VKQ |
|---|---|---|
| #1 | -74.76% Jun 4, 2007 - Nov 20, 2008 | -50.96% Jan 24, 2008 - Sep 4, 2009 |
| #2 | -3.84% May 9, 2007 - May 31, 2007 | -37.26% Sep 1, 2021 - Oct 25, 2023 |
| #3 | -0.38% May 4, 2007 - May 9, 2007 | -26.43% Dec 3, 2012 - Jan 5, 2016 |
| #4 | N/A | -25.76% Feb 25, 2020 - Nov 23, 2020 |
| #5 | N/A | -18.91% Sep 1, 2010 - Nov 11, 2011 |
| #6 | N/A | -14.85% Mar 15, 2004 - Feb 8, 2005 |
| #7 | N/A | -14.76% May 11, 2007 - Jan 23, 2008 |
| #8 | N/A | -14.41% Aug 12, 2016 - May 13, 2019 |
| #9 | N/A | -11.73% Nov 3, 1999 - Jul 11, 2000 |
| #10 | N/A | -11.10% Jun 17, 2003 - Jan 13, 2004 |
| #11 | N/A | -10.96% Oct 5, 2009 - Mar 9, 2010 |
| #12 | N/A | -10.27% Aug 17, 2000 - Jan 5, 2001 |
| #13 | N/A | -9.67% Oct 2, 2002 - Apr 24, 2003 |
| #14 | N/A | -9.45% Feb 15, 2005 - Sep 6, 2005 |
| #15 | N/A | -7.51% Mar 1, 2012 - May 21, 2012 |
Correlation
Correlation between REM and VKQ is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
REM vs VKQ dividend yield comparison.
| Year | REM | VKQ |
|---|---|---|
| 2026 | 0.74% | 3.19% |
| 2025 | 8.70% | 7.81% |
| 2024 | 9.61% | 6.43% |
| 2023 | 9.46% | 4.60% |
| 2022 | 11.13% | 5.63% |
| 2021 | 7.29% | 4.71% |
| 2020 | 7.72% | 4.65% |
| 2019 | 8.16% | 4.96% |
| 2018 | 9.99% | 5.98% |
| 2017 | 9.97% | 5.78% |
| 2016 | 10.03% | 6.44% |
| 2015 | 11.99% | 6.39% |
| 2014 | 14.53% | 6.38% |
| 2013 | 16.12% | 7.38% |
| 2012 | 12.60% | 6.64% |
| 2011 | 12.20% | 6.86% |
| 2010 | 9.10% | 7.69% |
| 2009 | 8.14% | 6.76% |
| 2008 | 22.08% | 9.27% |
| 2007 | 8.95% | 5.28% |
| 2006 | 0.00% | 4.92% |
| 2005 | 0.00% | 7.90% |
| 2004 | 0.00% | 6.38% |
| 2003 | 0.00% | 6.49% |
| 2002 | 0.00% | 6.45% |
| 2001 | 0.00% | 6.13% |
| 2000 | 0.00% | 2.75% |
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