TUA vs VMO
Comparison between SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF (TUA, ETF) and Invesco Municipal Opportunity Trust (VMO, ETF).
TUA vs VMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TUA
$660M
VMO
$658M
Expense Ratio
TUA
0.25%
VMO
N/A
Max Drawdown
Winner
TUA
23.32%
VMO
59.97%
Sharpe Ratio
TUA
-1.14
Winner
VMO
1.17
5Y Beta
Winner
TUA
-0.06
VMO
0.19
5Y Dividends CAGR
TUA
N/A
VMO
4.97%
TUA vs VMO - Historical Returns
Returns include dividend reinvestment.
1M
TUA
+2.09%
Winner
VMO
+2.42%
3M
TUA
-0.04%
Winner
VMO
+3.09%
6M
TUA
-4.99%
Winner
VMO
+1.62%
1Y
TUA
-3.46%
Winner
VMO
+14.70%
5Y(CAGR)
TUA
N/A
VMO
-0.96%
10Y(CAGR)
TUA
N/A
VMO
+1.62%
Max(CAGR)
TUA
-1.24%
Winner
VMO
+5.32%
TUA vs VMO - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | TUA | VMO |
|---|---|---|
| 2026 | -5.03% | +7.21% |
| 2025 | +7.17% | +5.81% |
| 2024 | -2.92% | +7.97% |
| 2023 | -2.33% | +2.47% |
| 2022 | -0.81% | -24.59% |
| 2021 | N/A | +12.34% |
| 2020 | N/A | +8.49% |
| 2019 | N/A | +13.99% |
| 2018 | N/A | -4.38% |
| 2017 | N/A | +2.74% |
| 2016 | N/A | +2.27% |
| 2015 | N/A | +9.28% |
| 2014 | N/A | +16.12% |
| 2013 | N/A | -15.83% |
| 2012 | N/A | +7.92% |
| 2011 | N/A | +21.08% |
| 2010 | N/A | +4.57% |
| 2009 | N/A | +45.00% |
| 2008 | N/A | -28.05% |
| 2007 | N/A | -3.14% |
| 2006 | N/A | +12.22% |
| 2005 | N/A | +7.50% |
| 2004 | N/A | -5.69% |
| 2003 | N/A | +13.75% |
| 2002 | N/A | +13.87% |
| 2001 | N/A | +13.09% |
| 2000 | N/A | +13.93% |
| 1999 | N/A | -4.09% |
TUA vs VMO Drawdown Comparison
The maximum drawdown for TUA was -15.84%, occurring on Oct 17, 2023. This drawdown has not yet recovered.
The maximum drawdown for VMO was -50.02%, occurring on Dec 16, 2008. Recovery took 599 trading sessions.
The current TUA drawdown is -9.74%. The current VMO drawdown is -5.54%.
| Rank | TUA | VMO |
|---|---|---|
| #1 | -15.84% Mar 24, 2023 - Oct 17, 2023 | -50.02% Apr 23, 2007 - Sep 4, 2009 |
| #2 | -9.27% Jan 18, 2023 - Mar 13, 2023 | -37.68% Jan 3, 2022 - Oct 25, 2023 |
| #3 | -2.81% Mar 17, 2023 - Mar 23, 2023 | -26.16% Oct 8, 2012 - Dec 10, 2015 |
| #4 | -2.63% Dec 16, 2022 - Jan 12, 2023 | -25.48% Feb 20, 2020 - Aug 17, 2020 |
| #5 | -2.47% Mar 15, 2023 - Mar 17, 2023 | -19.84% Dec 3, 2010 - Nov 15, 2011 |
| #6 | -2.15% Mar 13, 2023 - Mar 15, 2023 | -19.20% Mar 8, 2004 - Mar 24, 2006 |
| #7 | -1.50% Nov 16, 2022 - Dec 1, 2022 | -17.50% Jul 8, 2016 - Jul 31, 2019 |
| #8 | -1.48% Dec 1, 2022 - Dec 13, 2022 | -11.93% Nov 5, 2010 - Dec 3, 2010 |
| #9 | -0.80% Jan 12, 2023 - Jan 18, 2023 | -11.09% Jun 13, 2003 - Jan 6, 2004 |
| #10 | -0.20% Dec 14, 2022 - Dec 16, 2022 | -10.05% Oct 6, 2009 - Mar 5, 2010 |
| #11 | N/A | -9.94% Feb 1, 2012 - Jul 5, 2012 |
| #12 | N/A | -9.79% Nov 5, 1999 - Jul 26, 2000 |
| #13 | N/A | -9.37% Oct 3, 2002 - Feb 21, 2003 |
| #14 | N/A | -8.51% Apr 28, 2006 - Dec 4, 2006 |
| #15 | N/A | -7.13% Feb 15, 2002 - Jun 4, 2002 |
Correlation
Correlation between TUA and VMO is 0.30 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.30
-101
Dividend Comparison (2000 - 2026)
TUA vs VMO dividend yield comparison.
| Year | TUA | VMO |
|---|---|---|
| 2026 | 1.46% | 5.12% |
| 2025 | 3.84% | 7.84% |
| 2024 | 5.19% | 6.44% |
| 2023 | 4.83% | 4.47% |
| 2022 | 0.15% | 5.69% |
| 2021 | 0.00% | 4.64% |
| 2020 | 0.00% | 4.66% |
| 2019 | 0.00% | 4.94% |
| 2018 | 0.00% | 5.95% |
| 2017 | 0.00% | 5.98% |
| 2016 | 0.00% | 6.73% |
| 2015 | 0.00% | 6.33% |
| 2014 | 0.00% | 6.12% |
| 2013 | 0.00% | 7.43% |
| 2012 | 0.00% | 7.03% |
| 2011 | 0.00% | 7.13% |
| 2010 | 0.00% | 7.91% |
| 2009 | 0.00% | 6.78% |
| 2008 | 0.00% | 8.60% |
| 2007 | 0.00% | 5.55% |
| 2006 | 0.00% | 5.17% |
| 2005 | 0.00% | 8.69% |
| 2004 | 0.00% | 7.20% |
| 2003 | 0.00% | 8.66% |
| 2002 | 0.00% | 9.81% |
| 2001 | 0.00% | 7.59% |
| 2000 | 0.00% | 2.56% |
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