VCV vs IDGT
Comparison between Invesco California Value Municipal Income Trust (VCV, ETF) and ISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF (IDGT, ETF).
5-Year PerformanceIDGT has outperformed VCV, delivering a return of +10.7% compared to +0.1%
VCV vs IDGT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VCV vs IDGT - Historical Returns
Returns include dividend reinvestment.
VCV vs IDGT - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VCV | IDGT |
|---|---|---|
| 2026 | -0.52% | +34.27% |
| 2025 | +7.58% | +7.04% |
| 2024 | +18.51% | +26.98% |
| 2023 | +6.44% | -6.44% |
| 2022 | -28.13% | -17.90% |
| 2021 | +10.23% | +44.01% |
| 2020 | +7.95% | +7.70% |
| 2019 | +16.48% | +17.03% |
| 2018 | -5.26% | -2.45% |
| 2017 | +8.65% | +11.55% |
| 2016 | -3.54% | +20.87% |
| 2015 | +8.92% | +0.90% |
| 2014 | +20.40% | +17.10% |
| 2013 | -12.87% | +10.91% |
| 2012 | +12.78% | +3.56% |
| 2011 | +23.63% | -19.79% |
| 2010 | +1.94% | +22.26% |
| 2009 | +55.43% | +55.41% |
| 2008 | -45.40% | -49.23% |
| 2007 | +1.50% | +5.29% |
| 2006 | +11.44% | +1.80% |
| 2005 | +7.67% | +3.09% |
| 2004 | -6.37% | +7.72% |
| 2003 | +14.77% | +89.11% |
| 2002 | +10.83% | -57.26% |
| 2001 | +8.40% | -22.65% |
| 2000 | +10.38% | N/A |
| 1999 | -0.87% | N/A |
VCV vs IDGT Drawdown Comparison
The maximum drawdown for VCV was -58.93%, occurring on Dec 15, 2008. Recovery took 829 trading sessions.
The maximum drawdown for IDGT was -77.95%, occurring on Oct 8, 2002. Recovery took 3420 trading sessions.
The current VCV drawdown is -2.96%. The current IDGT drawdown is -13.59%.
| Rank | VCV | IDGT |
|---|---|---|
| #1 | -58.93% May 11, 2007 - Aug 25, 2010 | -77.95% Jul 13, 2001 - Feb 19, 2015 |
| #2 | -38.54% Nov 12, 2021 - Feb 27, 2026 | -36.88% Apr 24, 2019 - Dec 28, 2020 |
| #3 | -31.73% Feb 21, 2020 - Dec 18, 2020 | -35.83% Dec 29, 2021 - Dec 4, 2024 |
| #4 | -21.75% Aug 17, 2012 - Dec 2, 2014 | -24.88% Jun 18, 2015 - Sep 21, 2016 |
| #5 | -18.38% Sep 8, 2010 - Oct 31, 2011 | -22.76% Jan 23, 2025 - Jul 23, 2025 |
| #6 | -18.02% Jul 8, 2016 - Jun 20, 2019 | -21.49% Aug 31, 2018 - Feb 20, 2019 |
| #7 | -17.84% Mar 17, 2004 - Jul 29, 2005 | -14.92% Jun 2, 2026 - Jul 20, 2026 |
| #8 | -10.15% Mar 2, 2012 - May 4, 2012 | -10.13% Feb 12, 2021 - Jun 2, 2021 |
| #9 | -8.93% Nov 8, 1999 - Apr 6, 2000 | -8.45% Oct 31, 2025 - Feb 9, 2026 |
| #10 | -8.45% Sep 3, 2019 - Feb 6, 2020 | -8.31% Feb 21, 2017 - Jul 25, 2017 |
| #11 | -8.29% Feb 27, 2026 - Apr 6, 2026 | -8.00% Mar 12, 2018 - Jul 12, 2018 |
| #12 | -8.25% Feb 2, 2015 - Oct 30, 2015 | -7.46% Dec 6, 2024 - Jan 23, 2025 |
| #13 | -8.00% Apr 11, 2000 - Jun 20, 2000 | -7.31% Jul 25, 2017 - Nov 21, 2017 |
| #14 | -7.94% Sep 15, 2021 - Nov 8, 2021 | -6.97% Jun 11, 2021 - Nov 2, 2021 |
| #15 | -7.93% Feb 15, 2001 - Jul 24, 2001 | -6.80% Nov 3, 2021 - Dec 10, 2021 |
Correlation
Correlation between VCV and IDGT is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
VCV vs IDGT dividend yield comparison.
| Year | VCV | IDGT |
|---|---|---|
| 2026 | 4.24% | 0.27% |
| 2025 | 6.96% | 1.17% |
| 2024 | 5.76% | 1.64% |
| 2023 | 4.16% | 0.37% |
| 2022 | 5.46% | 0.30% |
| 2021 | 4.09% | 0.28% |
| 2020 | 4.07% | 0.60% |
| 2019 | 4.43% | 0.42% |
| 2018 | 5.46% | 0.65% |
| 2017 | 5.10% | 0.57% |
| 2016 | 5.86% | 0.75% |
| 2015 | 5.98% | 0.72% |
| 2014 | 6.16% | 0.50% |
| 2013 | 6.95% | 0.38% |
| 2012 | 6.42% | 2.46% |
| 2011 | 7.09% | 0.30% |
| 2010 | 8.09% | 0.08% |
| 2009 | 7.46% | 0.33% |
| 2008 | 11.06% | 0.26% |
| 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% |
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