VGM vs BLUX

Comparison between Invesco Trust for Investment Grade Municipals (VGM, ETF) and BLUEMONTE DYNAMIC TOTAL MARKET ETF (BLUX, ETF).

VGM vs BLUX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VGM(ETF)	BLUX(ETF)
Net Assets	$568M	$568M
Expense Ratio	N/A	0.25%
Max Drawdown	56.97%	9.23%
Sharpe Ratio	1.31	1.26
5Y Beta	0.21	1.04
5Y Dividends CAGR	3.74%	N/A

Net Assets

Winner

VGM

$568M

BLUX

$568M

Expense Ratio

VGM

N/A

BLUX

0.25%

Max Drawdown

VGM

56.97%

Winner

BLUX

9.23%

Sharpe Ratio

Winner

VGM

1.31

BLUX

1.26

5Y Beta

Winner

VGM

0.21

BLUX

1.04

5Y Dividends CAGR

VGM

3.74%

BLUX

N/A

VGM vs BLUX - Historical Returns

Returns include dividend reinvestment.

Period	VGM	BLUX
1 month	+0.51%	+0.57%
3 months	+3.07%	+7.16%
6 months	+3.59%	+10.27%
1 year	+17.98%	+23.18%
5 years(CAGR)	+0.36%	N/A
10 years(CAGR)	+2.21%	N/A
Max(CAGR)	+5.37%	+26.20%

VGM

+0.51%

Winner

BLUX

+0.57%

VGM

+3.07%

Winner

BLUX

+7.16%

VGM

+3.59%

Winner

BLUX

+10.27%

VGM

+17.98%

Winner

BLUX

+23.18%

5Y(CAGR)

VGM

+0.36%

BLUX

N/A

10Y(CAGR)

VGM

+2.21%

BLUX

N/A

Max(CAGR)

VGM

+5.37%

Winner

BLUX

+26.20%

VGM vs BLUX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VGM	BLUX
2026	+3.83%	+14.22%
2025	+10.26%	+11.82%
2024	+9.33%	N/A
2023	+4.12%	N/A
2022	-24.02%	N/A
2021	+11.38%	N/A
2020	+7.57%	N/A
2019	+15.89%	N/A
2018	-7.78%	N/A
2017	+9.59%	N/A
2016	+0.84%	N/A
2015	+6.74%	N/A
2014	+16.53%	N/A
2013	-16.11%	N/A
2012	+9.31%	N/A
2011	+21.70%	N/A
2010	+3.53%	N/A
2009	+55.64%	N/A
2008	-32.30%	N/A
2007	-6.33%	N/A
2006	+11.93%	N/A
2005	+4.42%	N/A
2004	+1.63%	N/A
2003	+7.57%	N/A
2002	+16.03%	N/A
2001	+8.58%	N/A
2000	+10.93%	N/A
1999	-6.34%	N/A

VGM vs BLUX Drawdown Comparison

The maximum drawdown for VGM was -49.32%, occurring on Dec 16, 2008. Recovery took 581 trading sessions.

The maximum drawdown for BLUX was -9.03%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.

The current VGM drawdown is -2.70%. The current BLUX drawdown is -0.40%.

Rank	VGM	BLUX
#1	-49.32% May 16, 2007 - Sep 3, 2009	-9.03% Feb 9, 2026 - Apr 14, 2026
#2	-36.59% Sep 22, 2021 - Oct 25, 2023	-6.12% Oct 27, 2025 - Dec 3, 2025
#3	-24.75% Feb 11, 2020 - Nov 30, 2020	-3.55% Oct 6, 2025 - Oct 24, 2025
#4	-23.11% Jan 25, 2013 - Feb 2, 2015	-3.25% Jun 2, 2026 - Jun 15, 2026
#5	-17.26% Nov 5, 2010 - Sep 7, 2011	-3.02% Jul 25, 2025 - Aug 13, 2025
#6	-15.75% Mar 11, 2004 - Aug 25, 2005	-2.89% Dec 11, 2025 - Jan 6, 2026
#7	-15.16% Jul 8, 2016 - Jun 28, 2019	-2.75% Jan 22, 2026 - Feb 9, 2026
#8	-12.53% Nov 5, 1999 - Aug 21, 2000	-2.65% May 14, 2026 - May 22, 2026
#9	-10.76% Oct 6, 2009 - Mar 8, 2010	-1.75% Jan 15, 2026 - Jan 22, 2026
#10	-10.20% Jun 16, 2003 - Jan 14, 2004	-1.69% Jun 15, 2026 - Jun 29, 2026
#11	-9.87% Sep 30, 2002 - Apr 10, 2003	-1.66% Aug 13, 2025 - Aug 22, 2025
#12	-7.48% Feb 2, 2015 - Nov 23, 2015	-1.47% Sep 22, 2025 - Oct 2, 2025
#13	-7.01% Nov 13, 2001 - Jan 18, 2002	-1.44% Jul 6, 2026 - Jul 20, 2026
#14	-6.40% Sep 27, 2012 - Jan 25, 2013	-1.24% Jul 10, 2025 - Jul 22, 2025
#15	-6.33% Aug 21, 2000 - Dec 28, 2000	-1.11% Aug 28, 2025 - Sep 4, 2025

Correlation

Correlation between VGM and BLUX is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2000 - 2026)

VGM vs BLUX dividend yield comparison.

Year	VGM	BLUX
2026	4.36%	0.44%
2025	7.48%	0.73%
2024	6.35%	0.00%
2023	4.42%	0.00%
2022	5.67%	0.00%
2021	4.65%	0.00%
2020	4.65%	0.00%
2019	4.82%	0.00%
2018	5.97%	0.00%
2017	5.79%	0.00%
2016	6.50%	0.00%
2015	6.62%	0.00%
2014	6.64%	0.00%
2013	7.68%	0.00%
2012	6.91%	0.00%
2011	7.05%	0.00%
2010	7.91%	0.00%
2009	6.61%	0.00%
2008	9.50%	0.00%
2007	5.80%	0.00%
2006	5.33%	0.00%
2005	7.95%	0.00%
2004	6.67%	0.00%
2003	7.36%	0.00%
2002	8.71%	0.00%
2001	7.55%	0.00%
2000	2.67%	0.00%