VGM vs VSLU

Comparison between Invesco Trust for Investment Grade Municipals (VGM, ETF) and APPLIED FINANCE VALUATION LARGE CAP ETF (VSLU, ETF).

5-Year PerformanceVSLU has outperformed VGM, delivering a return of +13.2% compared to -0.3%

VGM vs VSLU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VGM(ETF)	VSLU(ETF)
Net Assets	$548M	$549M
Expense Ratio	N/A	0.49%
Max Drawdown	56.97%	23.86%
Sharpe Ratio	1.07	1.23
5Y Beta	0.22	0.88
P/E Ratio	N/A	24.08
Forward P/E	N/A	19.77
PEG Ratio	N/A	0.41
5Y Dividends CAGR	5.25%	N/A
5Y EPS CAGR	N/A	26.82%
Debt to Equity	N/A	46.16%
P/S Ratio	N/A	3.02
P/B Ratio	N/A	6.58

Net Assets

VGM

$548M

Winner

VSLU

$549M

Expense Ratio

VGM

N/A

VSLU

0.49%

Max Drawdown

VGM

56.97%

Winner

VSLU

23.86%

Sharpe Ratio

VGM

1.07

Winner

VSLU

1.23

5Y Beta

Winner

VGM

0.22

VSLU

0.88

P/E Ratio

VGM

N/A

VSLU

24.08

Forward P/E

VGM

N/A

VSLU

19.77

PEG Ratio

VGM

N/A

VSLU

0.41

5Y Dividends CAGR

VGM

5.25%

VSLU

N/A

5Y EPS CAGR

VGM

N/A

VSLU

26.82%

Debt to Equity

VGM

N/A

VSLU

46.16%

P/S Ratio

VGM

N/A

VSLU

3.02

P/B Ratio

VGM

N/A

VSLU

6.58

VGM vs VSLU - Historical Returns

Returns include dividend reinvestment.

Period	VGM	VSLU
1 month	+1.91%	+4.11%
3 months	+3.90%	+4.67%
6 months	+1.14%	+10.54%
1 year	+15.56%	+19.09%
5 years(CAGR)	-0.34%	+13.23%
10 years(CAGR)	+2.36%	N/A
Max(CAGR)	+5.33%	+14.08%

VGM

+1.91%

Winner

VSLU

+4.11%

VGM

+3.90%

Winner

VSLU

+4.67%

VGM

+1.14%

Winner

VSLU

+10.54%

VGM

+15.56%

Winner

VSLU

+19.09%

5Y(CAGR)

VGM

-0.34%

Winner

VSLU

+13.23%

10Y(CAGR)

VGM

+2.36%

VSLU

N/A

Max(CAGR)

VGM

+5.33%

Winner

VSLU

+14.08%

VGM vs VSLU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VGM	VSLU
2026	+3.47%	+11.47%
2025	+10.26%	+21.62%
2024	+9.33%	+24.63%
2023	+4.12%	+26.90%
2022	-24.02%	-16.22%
2021	+11.38%	+14.04%
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 VSLU Drawdown Comparison

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

The maximum drawdown for VSLU was -23.86%, occurring on Sep 30, 2022. Recovery took 396 trading sessions.

The current VGM drawdown is -3.04%. The current VSLU drawdown is -0.90%.

Rank	VGM	VSLU
#1	-49.32% May 16, 2007 - Sep 3, 2009	-23.86% Dec 29, 2021 - Jul 28, 2023
#2	-36.59% Sep 22, 2021 - Oct 25, 2023	-17.89% Feb 18, 2025 - Jun 10, 2025
#3	-24.75% Feb 11, 2020 - Nov 30, 2020	-9.18% Aug 1, 2023 - Nov 20, 2023
#4	-23.11% Jan 25, 2013 - Feb 2, 2015	-9.16% Feb 25, 2026 - Apr 15, 2026
#5	-17.26% Nov 5, 2010 - Sep 7, 2011	-7.15% Jul 16, 2024 - Aug 21, 2024
#6	-15.75% Mar 11, 2004 - Aug 25, 2005	-6.09% Aug 30, 2021 - Nov 3, 2021
#7	-15.16% Jul 8, 2016 - Jun 28, 2019	-5.39% Apr 1, 2024 - May 15, 2024
#8	-12.53% Nov 5, 1999 - Aug 21, 2000	-4.72% Nov 5, 2025 - Dec 11, 2025
#9	-10.76% Oct 6, 2009 - Mar 8, 2010	-4.12% Jun 1, 2026 - Jul 15, 2026
#10	-10.20% Jun 16, 2003 - Jan 14, 2004	-4.08% Nov 16, 2021 - Dec 8, 2021
#11	-9.87% Sep 30, 2002 - Apr 10, 2003	-4.07% Aug 30, 2024 - Sep 19, 2024
#12	-7.48% Feb 2, 2015 - Nov 23, 2015	-3.94% May 7, 2021 - Jun 10, 2021
#13	-7.01% Nov 13, 2001 - Jan 18, 2002	-3.71% Dec 16, 2024 - Jan 23, 2025
#14	-6.40% Sep 27, 2012 - Jan 25, 2013	-3.29% Dec 24, 2025 - Feb 25, 2026
#15	-6.33% Aug 21, 2000 - Dec 28, 2000	-2.69% Oct 14, 2024 - Nov 6, 2024

Correlation

Correlation between VGM and VSLU is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.48

-101

Dividend Comparison (2000 - 2026)

VGM vs VSLU dividend yield comparison.

Year	VGM	VSLU
2026	5.04%	0.00%
2025	7.48%	0.46%
2024	6.35%	0.60%
2023	4.42%	0.60%
2022	5.67%	0.99%
2021	4.65%	0.57%
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%