VCV vs DWX
Comparison between Invesco California Value Municipal Income Trust (VCV, ETF) and STATE STREET(R) SPDR(R) S&P(R) INTERNATIONAL DIVIDEND ETF (DWX, ETF).
5-Year PerformanceDWX has outperformed VCV, delivering a return of +8.1% compared to +0.1%
VCV vs DWX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VCV vs DWX - Historical Returns
Returns include dividend reinvestment.
VCV vs DWX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VCV | DWX |
|---|---|---|
| 2026 | -0.52% | +9.21% |
| 2025 | +7.58% | +32.02% |
| 2024 | +18.51% | +3.23% |
| 2023 | +6.44% | +13.88% |
| 2022 | -28.13% | -13.45% |
| 2021 | +10.23% | +10.20% |
| 2020 | +7.95% | -5.34% |
| 2019 | +16.48% | +20.56% |
| 2018 | -5.26% | -11.46% |
| 2017 | +8.65% | +18.47% |
| 2016 | -3.54% | +15.56% |
| 2015 | +8.92% | -16.26% |
| 2014 | +20.40% | -4.75% |
| 2013 | -12.87% | +4.69% |
| 2012 | +12.78% | +7.58% |
| 2011 | +23.63% | -11.58% |
| 2010 | +1.94% | +4.49% |
| 2009 | +55.43% | +56.82% |
| 2008 | -45.40% | -48.27% |
| 2007 | +1.50% | N/A |
| 2006 | +11.44% | N/A |
| 2005 | +7.67% | N/A |
| 2004 | -6.37% | N/A |
| 2003 | +14.77% | N/A |
| 2002 | +10.83% | N/A |
| 2001 | +8.40% | N/A |
| 2000 | +10.38% | N/A |
| 1999 | -0.87% | N/A |
VCV vs DWX Drawdown Comparison
The maximum drawdown for VCV was -58.93%, occurring on Dec 15, 2008. Recovery took 829 trading sessions.
The maximum drawdown for DWX was -66.88%, occurring on Mar 9, 2009. Recovery took 2923 trading sessions.
The current VCV drawdown is -2.96%. The current DWX drawdown is -1.17%.
| Rank | VCV | DWX |
|---|---|---|
| #1 | -58.93% May 11, 2007 - Aug 25, 2010 | -66.88% May 16, 2008 - Dec 26, 2019 |
| #2 | -38.54% Nov 12, 2021 - Feb 27, 2026 | -36.04% Feb 19, 2020 - Apr 15, 2021 |
| #3 | -31.73% Feb 21, 2020 - Dec 18, 2020 | -26.96% Aug 16, 2021 - Jul 12, 2024 |
| #4 | -21.75% Aug 17, 2012 - Dec 2, 2014 | -10.65% Sep 27, 2024 - Mar 25, 2025 |
| #5 | -18.38% Sep 8, 2010 - Oct 31, 2011 | -10.40% Feb 27, 2008 - May 16, 2008 |
| #6 | -18.02% Jul 8, 2016 - Jun 20, 2019 | -8.59% Feb 27, 2026 - Mar 20, 2026 |
| #7 | -17.84% Mar 17, 2004 - Jul 29, 2005 | -6.68% Apr 3, 2025 - Apr 14, 2025 |
| #8 | -10.15% Mar 2, 2012 - May 4, 2012 | -3.80% May 6, 2025 - May 23, 2025 |
| #9 | -8.93% Nov 8, 1999 - Apr 6, 2000 | -3.74% Jun 15, 2021 - Aug 13, 2021 |
| #10 | -8.45% Sep 3, 2019 - Feb 6, 2020 | -2.98% Jul 1, 2025 - Aug 12, 2025 |
| #11 | -8.29% Feb 27, 2026 - Apr 6, 2026 | -2.93% Sep 16, 2025 - Oct 23, 2025 |
| #12 | -8.25% Feb 2, 2015 - Oct 30, 2015 | -2.85% Jul 31, 2024 - Aug 13, 2024 |
| #13 | -8.00% Apr 11, 2000 - Jun 20, 2000 | -2.84% Nov 12, 2025 - Nov 26, 2025 |
| #14 | -7.94% Sep 15, 2021 - Nov 8, 2021 | -2.54% Oct 24, 2025 - Nov 11, 2025 |
| #15 | -7.93% Feb 15, 2001 - Jul 24, 2001 | -2.36% May 7, 2021 - May 24, 2021 |
Correlation
Correlation between VCV and DWX is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
VCV vs DWX dividend yield comparison.
| Year | VCV | DWX |
|---|---|---|
| 2026 | 4.24% | 1.87% |
| 2025 | 6.96% | 4.44% |
| 2024 | 5.76% | 4.31% |
| 2023 | 4.16% | 4.12% |
| 2022 | 5.46% | 4.68% |
| 2021 | 4.09% | 3.89% |
| 2020 | 4.07% | 3.84% |
| 2019 | 4.43% | 4.40% |
| 2018 | 5.46% | 5.06% |
| 2017 | 5.10% | 3.85% |
| 2016 | 5.86% | 5.25% |
| 2015 | 5.98% | 5.81% |
| 2014 | 6.16% | 6.02% |
| 2013 | 6.95% | 6.85% |
| 2012 | 6.42% | 6.19% |
| 2011 | 7.09% | 7.08% |
| 2010 | 8.09% | 4.21% |
| 2009 | 7.46% | 3.48% |
| 2008 | 11.06% | 13.27% |
| 2007 | 5.32% | 0.00% |
| 2006 | 5.55% | 0.00% |
| 2005 | 7.45% | 0.00% |
| 2004 | 7.40% | 0.00% |
| 2003 | 8.70% | 0.00% |
| 2002 | 6.74% | 0.00% |
| 2001 | 5.92% | 0.00% |
| 2000 | 2.37% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks