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SPXU vs VGM

Comparison between ProShares UltraPro Short S&P 500 (SPXU, ETF) and Invesco Trust for Investment Grade Municipals (VGM, ETF).

5-Year PerformanceVGM has outperformed SPXU, delivering a return of -0.7% compared to -34.0%

SPXU vs VGM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SPXU
$562M
VGM
$561M
Max Drawdown
SPXU
99.99%
Winner
VGM
56.97%
Sharpe Ratio
SPXU
-1.60
Winner
VGM
0.90
5Y Beta
Winner
SPXU
-1.65
VGM
0.21
5Y Dividends CAGR
SPXU
-1.11%
Winner
VGM
4.04%

SPXU vs VGM - Historical Returns

Returns include dividend reinvestment.

1M
SPXU
-5.13%
Winner
VGM
-2.20%
3M
SPXU
-21.59%
Winner
VGM
-1.45%
6M
SPXU
-19.46%
Winner
VGM
+0.59%
1Y
SPXU
-46.40%
Winner
VGM
+13.27%
5Y(CAGR)
SPXU
-34.04%
Winner
VGM
-0.67%
10Y(CAGR)
SPXU
-41.50%
Winner
VGM
+1.98%
Max(CAGR)
SPXU
-42.50%
Winner
VGM
+5.22%

SPXU vs VGM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSPXUVGM
2026-20.25%-0.61%
2025-42.26%+10.26%
2024-44.36%+9.33%
2023-46.82%+4.12%
2022+38.93%-24.02%
2021-59.51%+11.38%
2020-69.58%+7.57%
2019-56.23%+15.89%
2018+6.18%-7.78%
2017-42.98%+9.59%
2016-38.28%+0.84%
2015-16.75%+6.74%
2014-38.65%+16.53%
2013-56.86%-16.11%
2012-39.74%+9.31%
2011-30.34%+21.70%
2010-43.79%+3.53%
2009-50.48%+55.64%
2008N/A-32.30%
2007N/A-6.33%
2006N/A+11.93%
2005N/A+4.42%
2004N/A+1.63%
2003N/A+7.57%
2002N/A+16.03%
2001N/A+8.58%
2000N/A+10.93%
1999N/A-6.34%

SPXU vs VGM Drawdown Comparison

The maximum drawdown for SPXU was -99.99%, occurring on Jun 2, 2026. This drawdown has not yet recovered.

The maximum drawdown for VGM was -49.32%, occurring on Dec 16, 2008. Recovery took 581 trading sessions.

The current SPXU drawdown is -99.99%. The current VGM drawdown is -6.87%.

RankSPXUVGM
#1-99.99%
Jul 10, 2009 - Jun 2, 2026
-49.32%
May 16, 2007 - Sep 3, 2009
#2-2.98%
Jun 26, 2009 - Jul 2, 2009
-36.59%
Sep 22, 2021 - Oct 25, 2023
#3-0.23%
Jul 2, 2009 - Jul 7, 2009
-24.75%
Feb 11, 2020 - Nov 30, 2020
#4-0.23%
Jul 7, 2009 - Jul 10, 2009
-23.11%
Jan 25, 2013 - Feb 2, 2015
#5N/A-17.26%
Nov 5, 2010 - Sep 7, 2011
#6N/A-15.75%
Mar 11, 2004 - Aug 25, 2005
#7N/A-15.16%
Jul 8, 2016 - Jun 28, 2019
#8N/A-12.53%
Nov 5, 1999 - Aug 21, 2000
#9N/A-10.76%
Oct 6, 2009 - Mar 8, 2010
#10N/A-10.20%
Jun 16, 2003 - Jan 14, 2004
#11N/A-9.87%
Sep 30, 2002 - Apr 10, 2003
#12N/A-7.48%
Feb 2, 2015 - Nov 23, 2015
#13N/A-7.01%
Nov 13, 2001 - Jan 18, 2002
#14N/A-6.40%
Sep 27, 2012 - Jan 25, 2013
#15N/A-6.33%
Aug 21, 2000 - Dec 28, 2000

Correlation

Correlation between SPXU and VGM is -0.70 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.70
-101

Dividend Comparison (2000 - 2026)

SPXU vs VGM dividend yield comparison.

YearSPXUVGM
20261.14%3.22%
20257.02%7.48%
20249.53%6.35%
20237.06%4.42%
20220.39%5.67%
20210.00%4.65%
20200.70%4.65%
20192.14%4.82%
20181.41%5.97%
20170.10%5.79%
20160.00%6.50%
20150.00%6.62%
20140.00%6.64%
20130.00%7.68%
20120.00%6.91%
20110.00%7.05%
20100.00%7.91%
20090.00%6.61%
20080.00%9.50%
20070.00%5.80%
20060.00%5.33%
20050.00%7.95%
20040.00%6.67%
20030.00%7.36%
20020.00%8.71%
20010.00%7.55%
20000.00%2.67%

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