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VCR vs BKLN

Comparison between VANGUARD CONSUMER DISCRETIONARY INDEX FUND ETF SHARES (VCR, ETF) and INVESCO SENIOR LOAN ETF (BKLN, ETF).

5-Year PerformanceVCR has outperformed BKLN, delivering a return of +5.9% compared to +5.3%

VCR vs BKLN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VCR
$6.20B
Winner
BKLN
$6.30B
Expense Ratio
Winner
VCR
0.09%
BKLN
0.65%
Max Drawdown
VCR
62.72%
Winner
BKLN
32.19%
Sharpe Ratio
Winner
VCR
0.94
BKLN
0.89
5Y Beta
VCR
1.19
Winner
BKLN
0.15
P/E Ratio
VCR
37.73
BKLN
N/A
Forward P/E
VCR
25.55
BKLN
N/A
5Y Dividends CAGR
VCR
-3.50%
Winner
BKLN
14.20%
5Y EPS CAGR
VCR
23.36%
BKLN
N/A
Debt to Equity
VCR
-130.01%
BKLN
N/A
P/S Ratio
VCR
1.59
BKLN
N/A
P/B Ratio
VCR
5.94
BKLN
N/A

VCR vs BKLN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VCR
+8.65%
BKLN
+0.75%
3M
Winner
VCR
+2.51%
BKLN
+1.43%
6M
Winner
VCR
+2.86%
BKLN
+1.81%
1Y
Winner
VCR
+19.94%
BKLN
+6.03%
5Y(CAGR)
Winner
VCR
+5.91%
BKLN
+5.33%
10Y(CAGR)
Winner
VCR
+13.69%
BKLN
+4.36%
Max(CAGR)
Winner
VCR
+11.19%
BKLN
+3.76%

VCR vs BKLN - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearVCRBKLN
2026+1.94%+0.35%
2025+6.83%+6.88%
2024+25.49%+8.25%
2023+41.16%+12.04%
2022-36.56%-2.47%
2021+26.48%+2.50%
2020+46.60%+1.11%
2019+26.51%+9.72%
2018-3.60%-1.53%
2017+22.26%+1.99%
2016+8.62%+9.18%
2015+7.15%-2.90%
2014+10.05%+0.55%
2013+40.65%+3.82%
2012+23.48%+9.61%
2011+2.42%-2.04%
2010+29.54%N/A
2009+40.62%N/A
2008-36.57%N/A
2007-11.96%N/A
2006+15.78%N/A
2005-3.23%N/A
2004+14.42%N/A

VCR vs BKLN Drawdown Comparison

The maximum drawdown for VCR was -61.53%, occurring on Nov 20, 2008. Recovery took 928 trading sessions.

The maximum drawdown for BKLN was -24.16%, occurring on Mar 23, 2020. Recovery took 228 trading sessions.

The current VCR drawdown is -3.26%. The current BKLN drawdown is -0.05%.

RankVCRBKLN
#1-61.53%
Jun 4, 2007 - Feb 7, 2011
-24.16%
Jan 8, 2020 - Dec 2, 2020
#2-39.20%
Nov 19, 2021 - Nov 6, 2024
-8.75%
May 13, 2011 - Feb 2, 2012
#3-37.68%
Feb 20, 2020 - Jun 8, 2020
-7.31%
Jan 14, 2022 - Jan 23, 2023
#4-27.35%
Dec 17, 2024 - Sep 15, 2025
-7.07%
May 4, 2015 - Jul 8, 2016
#5-22.61%
Sep 4, 2018 - Apr 16, 2019
-5.69%
Oct 2, 2018 - Feb 22, 2019
#6-20.49%
Jul 7, 2011 - Feb 3, 2012
-3.73%
Jul 2, 2014 - Apr 7, 2015
#7-16.70%
Nov 3, 2015 - Jul 12, 2016
-3.71%
May 4, 2012 - Jul 13, 2012
#8-15.58%
Jan 9, 2026 - Mar 30, 2026
-3.55%
Feb 18, 2025 - May 2, 2025
#9-12.46%
Jul 28, 2005 - May 9, 2006
-3.07%
Jan 9, 2026 - May 5, 2026
#10-11.77%
Mar 5, 2004 - Nov 2, 2004
-2.66%
Mar 3, 2023 - Apr 11, 2023
#11-11.33%
Dec 30, 2004 - Jul 19, 2005
-2.39%
Mar 3, 2011 - Apr 4, 2011
#12-11.18%
Jul 31, 2015 - Nov 3, 2015
-2.04%
May 22, 2013 - Oct 28, 2013
#13-11.01%
May 9, 2006 - Oct 4, 2006
-1.66%
Jul 22, 2024 - Aug 16, 2024
#14-10.07%
May 2, 2012 - Sep 6, 2012
-1.57%
Sep 17, 2019 - Dec 4, 2019
#15-9.71%
Jan 26, 2018 - Jun 6, 2018
-1.52%
Oct 17, 2012 - Dec 6, 2012

Correlation

Correlation between VCR and BKLN is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2004 - 2026)

VCR vs BKLN dividend yield comparison.

YearVCRBKLN
20260.18%2.08%
20250.74%6.95%
20240.74%8.41%
20230.84%8.59%
20220.98%4.94%
20210.79%3.11%
20201.71%3.56%
20191.17%4.86%
20181.37%4.51%
20171.21%3.50%
20161.60%4.54%
20151.32%4.12%
20141.23%4.12%
20130.84%4.40%
20121.52%4.81%
20111.38%3.39%
20100.99%0.00%
20090.93%0.00%
20082.44%0.00%
20070.86%0.00%
20060.77%0.00%
20050.59%0.00%
20040.63%0.00%

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