VGM vs VGSR

Comparison between Invesco Trust for Investment Grade Municipals (VGM, ETF) and VERT GLOBAL SUSTAINABLE REAL ESTATE ETF (VGSR, ETF).

VGM vs VGSR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VGM(ETF)	VGSR(ETF)
Net Assets	$548M	$547M
Expense Ratio	N/A	0.45%
Max Drawdown	56.97%	19.97%
Sharpe Ratio	1.07	0.82
5Y Beta	0.22	0.43
P/E Ratio	N/A	41.64
Forward P/E	N/A	43.81
PEG Ratio	N/A	0.27
5Y Dividends CAGR	5.25%	N/A
5Y EPS CAGR	N/A	13.23%
Debt to Equity	N/A	36.87%
P/S Ratio	N/A	7.39
P/B Ratio	N/A	2.89

Net Assets

Winner

VGM

$548M

VGSR

$547M

Expense Ratio

VGM

N/A

VGSR

0.45%

Max Drawdown

VGM

56.97%

Winner

VGSR

19.97%

Sharpe Ratio

Winner

VGM

1.07

VGSR

0.82

5Y Beta

Winner

VGM

0.22

VGSR

0.43

P/E Ratio

VGM

N/A

VGSR

41.64

Forward P/E

VGM

N/A

VGSR

43.81

PEG Ratio

VGM

N/A

VGSR

0.27

5Y Dividends CAGR

VGM

5.25%

VGSR

N/A

5Y EPS CAGR

VGM

N/A

VGSR

13.23%

Debt to Equity

VGM

N/A

VGSR

36.87%

P/S Ratio

VGM

N/A

VGSR

7.39

P/B Ratio

VGM

N/A

VGSR

2.89

VGM vs VGSR - Historical Returns

Returns include dividend reinvestment.

Period	VGM	VGSR
1 month	+1.91%	-1.75%
3 months	+3.90%	+3.60%
6 months	+1.14%	+4.97%
1 year	+15.56%	+13.31%
5 years(CAGR)	-0.34%	N/A
10 years(CAGR)	+2.36%	N/A
Max(CAGR)	+5.33%	+11.96%

Winner

VGM

+1.91%

VGSR

-1.75%

Winner

VGM

+3.90%

VGSR

+3.60%

VGM

+1.14%

Winner

VGSR

+4.97%

Winner

VGM

+15.56%

VGSR

+13.31%

5Y(CAGR)

VGM

-0.34%

VGSR

N/A

10Y(CAGR)

VGM

+2.36%

VGSR

N/A

Max(CAGR)

VGM

+5.33%

Winner

VGSR

+11.96%

VGM vs VGSR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VGM	VGSR
2026	+3.47%	+12.92%
2025	+10.26%	+7.16%
2024	+9.33%	+5.33%
2023	+4.12%	+7.01%
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 VGSR Drawdown Comparison

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

The maximum drawdown for VGSR was -18.32%, occurring on Apr 8, 2025. Recovery took 279 trading sessions.

The current VGM drawdown is -3.04%. The current VGSR drawdown is -2.12%.

Rank	VGM	VGSR
#1	-49.32% May 16, 2007 - Sep 3, 2009	-18.32% Sep 16, 2024 - Oct 27, 2025
#2	-36.59% Sep 22, 2021 - Oct 25, 2023	-9.73% Feb 26, 2026 - Apr 17, 2026
#3	-24.75% Feb 11, 2020 - Nov 30, 2020	-8.51% Dec 14, 2023 - Jul 10, 2024
#4	-23.11% Jan 25, 2013 - Feb 2, 2015	-5.76% Oct 27, 2025 - Feb 6, 2026
#5	-17.26% Nov 5, 2010 - Sep 7, 2011	-3.55% Jul 28, 2026 - Aug 11, 2026
#6	-15.75% Mar 11, 2004 - Aug 25, 2005	-3.29% Aug 1, 2024 - Aug 9, 2024
#7	-15.16% Jul 8, 2016 - Jun 28, 2019	-3.20% May 6, 2026 - Jun 10, 2026
#8	-12.53% Nov 5, 1999 - Aug 21, 2000	-3.06% Jul 17, 2024 - Aug 1, 2024
#9	-10.76% Oct 6, 2009 - Mar 8, 2010	-2.48% Apr 17, 2026 - May 6, 2026
#10	-10.20% Jun 16, 2003 - Jan 14, 2004	-2.25% Jun 12, 2026 - Jun 25, 2026
#11	-9.87% Sep 30, 2002 - Apr 10, 2003	-2.20% Jun 26, 2026 - Jul 17, 2026
#12	-7.48% Feb 2, 2015 - Nov 23, 2015	-1.33% Feb 17, 2026 - Feb 26, 2026
#13	-7.01% Nov 13, 2001 - Jan 18, 2002	-0.97% Aug 9, 2024 - Aug 13, 2024
#14	-6.40% Sep 27, 2012 - Jan 25, 2013	-0.86% Aug 27, 2024 - Aug 30, 2024
#15	-6.33% Aug 21, 2000 - Dec 28, 2000	-0.72% Jul 17, 2026 - Jul 24, 2026

Correlation

Correlation between VGM and VGSR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2000 - 2026)

VGM vs VGSR dividend yield comparison.

Year	VGM	VGSR
2026	5.04%	1.63%
2025	7.48%	3.41%
2024	6.35%	3.79%
2023	4.42%	2.64%
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%