VKI vs SCD

Comparison between Invesco Advantage Municipal Income Trust II (VKI, ETF) and LMP Capital and Income Fund Inc (SCD, ETF).

5-Year PerformanceSCD has outperformed VKI, delivering a return of +12.1% compared to +0.8%

VKI vs SCD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VKI(ETF)	SCD(ETF)
Net Assets	$397M	$396M
Max Drawdown	61.69%	71.26%
Sharpe Ratio	1.37	0.69
5Y Beta	0.24	0.69
5Y Dividends CAGR	3.58%	-0.25%

Net Assets

Winner

VKI

$397M

SCD

$396M

Max Drawdown

Winner

VKI

61.69%

SCD

71.26%

Sharpe Ratio

Winner

VKI

1.37

SCD

0.69

5Y Beta

Winner

VKI

0.24

SCD

0.69

5Y Dividends CAGR

Winner

VKI

3.58%

SCD

-0.25%

VKI vs SCD - Historical Returns

Returns include dividend reinvestment.

Period	VKI	SCD
1 month	+7.62%	+0.71%
3 months	+11.01%	+5.55%
6 months	+8.06%	+8.04%
1 year	+22.92%	+8.82%
5 years(CAGR)	+0.82%	+12.09%
10 years(CAGR)	+2.39%	+12.95%
Max(CAGR)	+5.81%	+10.52%

Winner

VKI

+7.62%

SCD

+0.71%

Winner

VKI

+11.01%

SCD

+5.55%

Winner

VKI

+8.06%

SCD

+8.04%

Winner

VKI

+22.92%

SCD

+8.82%

5Y(CAGR)

VKI

+0.82%

Winner

SCD

+12.09%

10Y(CAGR)

VKI

+2.39%

Winner

SCD

+12.95%

Max(CAGR)

VKI

+5.81%

Winner

SCD

+10.52%

VKI vs SCD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VKI	SCD
2026	+6.82%	+7.61%
2025	+11.28%	-3.02%
2024	+9.30%	+35.16%
2023	+2.46%	+29.22%
2022	-25.96%	-9.76%
2021	+12.89%	+49.78%
2020	+7.07%	-14.24%
2019	+16.75%	+54.20%
2018	-7.66%	-16.35%
2017	+8.11%	+14.05%
2016	+0.82%	+19.04%
2015	+8.01%	-20.57%
2014	+18.32%	+41.83%
2013	-15.90%	+21.76%
2012	+13.08%	+18.16%
2011	+18.94%	+5.52%
2010	+6.29%	+25.57%
2009	+55.49%	+34.05%
2008	-34.85%	-46.26%
2007	-6.41%	+12.29%
2006	+6.04%	+22.67%
2005	+7.40%	+12.66%
2004	-6.40%	-3.53%
2003	+12.27%	N/A
2002	+21.72%	N/A
2001	+12.53%	N/A
2000	+16.25%	N/A
1999	-3.32%	N/A

VKI vs SCD Drawdown Comparison

The maximum drawdown for VKI was -52.11%, occurring on Dec 15, 2008. Recovery took 404 trading sessions.

The maximum drawdown for SCD was -62.30%, occurring on Nov 20, 2008. Recovery took 841 trading sessions.

The current VKI drawdown is -2.66%. The current SCD drawdown is -1.48%.

Rank	VKI	SCD
#1	-52.11% Feb 12, 2008 - Sep 18, 2009	-62.30% Dec 26, 2007 - Apr 28, 2011
#2	-38.33% Sep 15, 2021 - Oct 25, 2023	-60.76% Jan 16, 2020 - Apr 26, 2021
#3	-25.25% Feb 25, 2020 - Nov 24, 2020	-37.83% Jul 25, 2014 - Apr 24, 2017
#4	-24.20% Oct 26, 2012 - Jan 30, 2015	-27.12% Oct 2, 2018 - Apr 23, 2019
#5	-19.70% Aug 10, 2016 - Jul 31, 2019	-23.76% Mar 4, 2004 - Jul 5, 2005
#6	-19.36% Mar 24, 2004 - Jan 11, 2006	-23.38% Dec 31, 2021 - Jul 18, 2023
#7	-17.56% Aug 17, 2010 - Aug 31, 2011	-21.81% Jan 24, 2025 - Feb 6, 2026
#8	-14.35% Apr 25, 2007 - Jan 24, 2008	-19.99% May 20, 2011 - Feb 7, 2012
#9	-12.14% Jun 10, 2003 - Nov 26, 2003	-15.50% May 20, 2013 - Mar 31, 2014
#10	-11.03% Feb 4, 2000 - Jul 5, 2000	-14.49% Jan 26, 2018 - Aug 20, 2018
#11	-10.96% Oct 6, 2009 - Feb 12, 2010	-13.63% Oct 1, 2012 - Jan 4, 2013
#12	-10.92% Nov 16, 1999 - Feb 3, 2000	-12.99% Jul 16, 2007 - Dec 26, 2007
#13	-8.78% Feb 2, 2015 - Dec 1, 2015	-10.85% Aug 31, 2023 - Nov 20, 2023
#14	-8.01% Oct 7, 2002 - Jan 30, 2003	-9.92% Mar 27, 2012 - Jul 17, 2012
#15	-7.88% Jan 27, 2006 - Oct 30, 2006	-9.01% Sep 9, 2005 - Jan 25, 2006

Correlation

Correlation between VKI and SCD is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (1999 - 2026)

VKI vs SCD dividend yield comparison.

Year	VKI	SCD
2026	3.58%	4.69%
2025	7.36%	9.56%
2024	6.43%	7.88%
2023	4.61%	8.56%
2022	6.04%	12.96%
2021	4.77%	10.27%
2020	4.72%	10.21%
2019	4.91%	7.98%
2018	6.25%	11.61%
2017	5.77%	8.89%
2016	6.61%	9.33%
2015	6.62%	9.05%
2014	6.62%	30.55%
2013	7.61%	7.09%
2012	6.65%	8.32%
2011	7.03%	6.96%
2010	7.72%	4.34%
2009	6.87%	5.03%
2008	9.76%	30.79%
2007	5.72%	17.45%
2006	5.16%	10.24%
2005	8.51%	13.91%
2004	7.13%	9.10%
2003	6.58%	0.00%
2002	6.81%	0.00%
2001	5.21%	0.00%
2000	6.52%	0.00%
1999	1.19%	0.00%