VGM vs SPXU
Comparison between Invesco Trust for Investment Grade Municipals (VGM, ETF) and ProShares UltraPro Short S&P 500 (SPXU, ETF).
5-Year PerformanceVGM has outperformed SPXU, delivering a return of -0.7% compared to -34.0%
VGM vs SPXU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VGM vs SPXU - Historical Returns
Returns include dividend reinvestment.
VGM vs SPXU - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VGM | SPXU |
|---|---|---|
| 2026 | -0.61% | -20.25% |
| 2025 | +10.26% | -42.26% |
| 2024 | +9.33% | -44.36% |
| 2023 | +4.12% | -46.82% |
| 2022 | -24.02% | +38.93% |
| 2021 | +11.38% | -59.51% |
| 2020 | +7.57% | -69.58% |
| 2019 | +15.89% | -56.23% |
| 2018 | -7.78% | +6.18% |
| 2017 | +9.59% | -42.98% |
| 2016 | +0.84% | -38.28% |
| 2015 | +6.74% | -16.75% |
| 2014 | +16.53% | -38.65% |
| 2013 | -16.11% | -56.86% |
| 2012 | +9.31% | -39.74% |
| 2011 | +21.70% | -30.34% |
| 2010 | +3.53% | -43.79% |
| 2009 | +55.64% | -50.48% |
| 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 SPXU Drawdown Comparison
The maximum drawdown for VGM was -49.32%, occurring on Dec 16, 2008. Recovery took 581 trading sessions.
The maximum drawdown for SPXU was -99.99%, occurring on Jun 2, 2026. This drawdown has not yet recovered.
The current VGM drawdown is -6.87%. The current SPXU drawdown is -99.99%.
| Rank | VGM | SPXU |
|---|---|---|
| #1 | -49.32% May 16, 2007 - Sep 3, 2009 | -99.99% Jul 10, 2009 - Jun 2, 2026 |
| #2 | -36.59% Sep 22, 2021 - Oct 25, 2023 | -2.98% Jun 26, 2009 - Jul 2, 2009 |
| #3 | -24.75% Feb 11, 2020 - Nov 30, 2020 | -0.23% Jul 2, 2009 - Jul 7, 2009 |
| #4 | -23.11% Jan 25, 2013 - Feb 2, 2015 | -0.23% Jul 7, 2009 - Jul 10, 2009 |
| #5 | -17.26% Nov 5, 2010 - Sep 7, 2011 | N/A |
| #6 | -15.75% Mar 11, 2004 - Aug 25, 2005 | N/A |
| #7 | -15.16% Jul 8, 2016 - Jun 28, 2019 | N/A |
| #8 | -12.53% Nov 5, 1999 - Aug 21, 2000 | N/A |
| #9 | -10.76% Oct 6, 2009 - Mar 8, 2010 | N/A |
| #10 | -10.20% Jun 16, 2003 - Jan 14, 2004 | N/A |
| #11 | -9.87% Sep 30, 2002 - Apr 10, 2003 | N/A |
| #12 | -7.48% Feb 2, 2015 - Nov 23, 2015 | N/A |
| #13 | -7.01% Nov 13, 2001 - Jan 18, 2002 | N/A |
| #14 | -6.40% Sep 27, 2012 - Jan 25, 2013 | N/A |
| #15 | -6.33% Aug 21, 2000 - Dec 28, 2000 | N/A |
Correlation
Correlation between VGM and SPXU is -0.70 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
Dividend Comparison (2000 - 2026)
VGM vs SPXU dividend yield comparison.
| Year | VGM | SPXU |
|---|---|---|
| 2026 | 3.22% | 1.14% |
| 2025 | 7.48% | 7.02% |
| 2024 | 6.35% | 9.53% |
| 2023 | 4.42% | 7.06% |
| 2022 | 5.67% | 0.39% |
| 2021 | 4.65% | 0.00% |
| 2020 | 4.65% | 0.70% |
| 2019 | 4.82% | 2.14% |
| 2018 | 5.97% | 1.41% |
| 2017 | 5.79% | 0.10% |
| 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% |
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