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VFL vs SPY

Comparison between abrdn National Municipal Income Fund (VFL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed VFL, delivering a return of +13.3% compared to -1.0%

VFL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VFL
$139M
Winner
SPY
$735B
Expense Ratio
VFL
N/A
SPY
0.09%
Max Drawdown
Winner
VFL
55.62%
SPY
56.47%
Sharpe Ratio
VFL
0.88
Winner
SPY
1.62
5Y Beta
Winner
VFL
0.12
SPY
1.00
P/E Ratio
VFL
N/A
SPY
28.99
Forward P/E
VFL
N/A
SPY
22.37
5Y Dividends CAGR
VFL
1.23%
Winner
SPY
5.43%
5Y EPS CAGR
VFL
N/A
SPY
26.05%
Debt to Equity
VFL
N/A
SPY
32.40%
P/S Ratio
VFL
N/A
SPY
3.74
P/B Ratio
VFL
N/A
SPY
5.61

VFL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
VFL
-0.19%
Winner
SPY
+1.90%
3M
VFL
+0.81%
Winner
SPY
+8.55%
6M
VFL
+3.40%
Winner
SPY
+8.18%
1Y
VFL
+12.00%
Winner
SPY
+25.79%
5Y(CAGR)
VFL
-1.00%
Winner
SPY
+13.32%
10Y(CAGR)
VFL
+1.56%
Winner
SPY
+15.19%
Max(CAGR)
VFL
+4.71%
Winner
SPY
+8.47%

VFL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVFLSPY
2026+1.85%+8.26%
2025+5.97%+18.00%
2024+3.50%+25.59%
2023+2.56%+26.72%
2022-23.16%-18.64%
2021+12.13%+30.52%
2020+3.56%+17.28%
2019+15.05%+31.09%
2018-6.32%-5.24%
2017+5.40%+20.78%
2016+5.52%+13.59%
2015+6.09%+1.31%
2014+18.44%+14.56%
2013-13.74%+29.00%
2012+14.02%+14.17%
2011+11.07%+0.85%
2010+2.14%+13.14%
2009+34.94%+22.67%
2008-20.25%-36.25%
2007-11.93%+5.32%
2006-5.69%+13.85%
2005+2.50%+5.32%
2004+13.26%+10.75%
2003+13.11%+24.18%
2002+12.72%-22.42%
2001+12.08%-10.13%
2000+16.39%-8.84%
1999-2.03%+8.61%

VFL vs SPY Drawdown Comparison

The maximum drawdown for VFL was -45.26%, occurring on Dec 4, 2008. Recovery took 1399 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current VFL drawdown is -9.84%. The current SPY drawdown is -2.90%.

RankVFLSPY
#1-45.26%
Mar 7, 2006 - Sep 23, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-39.04%
Dec 22, 2021 - Oct 25, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-29.96%
Mar 4, 2020 - Jan 21, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.70%
Dec 6, 2012 - Jan 15, 2015		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-16.39%
Feb 4, 2004 - Oct 25, 2004		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.76%
Jul 9, 2003 - Dec 17, 2003		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.66%
Jan 5, 2005 - Jun 7, 2005		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.51%
Jul 8, 2016 - May 10, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.37%
Sep 2, 2005 - Mar 7, 2006		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.91%
Sep 9, 2002 - Apr 30, 2003		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.00%
Aug 20, 2019 - Feb 18, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.54%
Nov 2, 1999 - Jun 21, 2000		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.07%
Sep 28, 2011 - Jan 12, 2012		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.48%
Feb 2, 2015 - Oct 28, 2015		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.45%
Jun 7, 2005 - Aug 22, 2005		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between VFL and SPY is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (1999 - 2026)

VFL vs SPY dividend yield comparison.

YearVFLSPY
20262.46%0.24%
20255.84%1.07%
20245.31%1.21%
20234.43%1.40%
20225.21%1.65%
20214.42%1.20%
20204.32%1.52%
20195.14%1.75%
20185.04%2.04%
20174.60%1.80%
20165.32%2.03%
20155.97%2.06%
20145.77%1.87%
20135.95%1.81%
20124.13%2.18%
20114.18%2.05%
20104.30%1.80%
20094.15%1.95%
20086.28%3.02%
20075.92%1.85%
20066.45%1.73%
20057.56%1.73%
20046.49%1.82%
20036.35%1.47%
20025.95%1.70%
20015.00%1.25%
20005.71%1.15%
19991.05%0.24%

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