VKQ vs BRTR

Comparison between Invesco Municipal Trust (VKQ, ETF) and BlackRock Total Return ETF (BRTR, ETF).

VKQ vs BRTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VKQ(ETF)	BRTR(ETF)
Net Assets	$556M	$557M
Expense Ratio	N/A	0.38%
Max Drawdown	55.10%	7.15%
Sharpe Ratio	1.20	0.36
5Y Beta	0.20	0.05
P/E Ratio	N/A	0.11
Forward P/E	N/A	384.62
PEG Ratio	N/A	0.94
5Y Dividends CAGR	4.14%	N/A
Debt to Equity	N/A	73.31%
P/S Ratio	N/A	6.05
P/B Ratio	N/A	4.68

Net Assets

VKQ

$556M

Winner

BRTR

$557M

Expense Ratio

VKQ

N/A

BRTR

0.38%

Max Drawdown

VKQ

55.10%

Winner

BRTR

7.15%

Sharpe Ratio

Winner

VKQ

1.20

BRTR

0.36

5Y Beta

VKQ

0.20

Winner

BRTR

0.05

P/E Ratio

VKQ

N/A

BRTR

0.11

Forward P/E

VKQ

N/A

BRTR

384.62

PEG Ratio

VKQ

N/A

BRTR

0.94

5Y Dividends CAGR

VKQ

4.14%

BRTR

N/A

Debt to Equity

VKQ

N/A

BRTR

73.31%

P/S Ratio

VKQ

N/A

BRTR

6.05

P/B Ratio

VKQ

N/A

BRTR

4.68

VKQ vs BRTR - Historical Returns

Returns include dividend reinvestment.

Period	VKQ	BRTR
1 month	+1.17%	-0.04%
3 months	+0.82%	-0.95%
6 months	+4.80%	+0.27%
1 year	+14.19%	+5.14%
5 years(CAGR)	-0.89%	N/A
10 years(CAGR)	+2.27%	N/A
Max(CAGR)	+4.97%	+3.95%

Winner

VKQ

+1.17%

BRTR

-0.04%

Winner

VKQ

+0.82%

BRTR

-0.95%

Winner

VKQ

+4.80%

BRTR

+0.27%

Winner

VKQ

+14.19%

BRTR

+5.14%

5Y(CAGR)

VKQ

-0.89%

BRTR

N/A

10Y(CAGR)

VKQ

+2.27%

BRTR

N/A

Max(CAGR)

Winner

VKQ

+4.97%

BRTR

+3.95%

VKQ vs BRTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VKQ	BRTR
2026	+3.37%	+0.12%
2025	+5.95%	+8.01%
2024	+9.60%	+1.78%
2023	+1.27%	+0.43%
2022	-22.51%	N/A
2021	+10.50%	N/A
2020	+8.50%	N/A
2019	+15.02%	N/A
2018	-6.10%	N/A
2017	+7.88%	N/A
2016	+1.23%	N/A
2015	+7.45%	N/A
2014	+16.72%	N/A
2013	-16.55%	N/A
2012	+10.08%	N/A
2011	+20.62%	N/A
2010	+3.27%	N/A
2009	+49.36%	N/A
2008	-36.79%	N/A
2007	+1.29%	N/A
2006	+18.83%	N/A
2005	+3.17%	N/A
2004	+5.81%	N/A
2003	+8.90%	N/A
2002	+15.08%	N/A
2001	+5.97%	N/A
2000	+6.32%	N/A
1999	-4.71%	N/A

VKQ vs BRTR Drawdown Comparison

The maximum drawdown for VKQ was -50.96%, occurring on Dec 16, 2008. Recovery took 408 trading sessions.

The maximum drawdown for BRTR was -5.07%, occurring on Jan 13, 2025. Recovery took 194 trading sessions.

The current VKQ drawdown is -8.02%. The current BRTR drawdown is -2.00%.

Rank	VKQ	BRTR
#1	-50.96% Jan 24, 2008 - Sep 4, 2009	-5.07% Sep 16, 2024 - Jun 26, 2025
#2	-37.26% Sep 1, 2021 - Oct 25, 2023	-3.43% Feb 1, 2024 - Jun 13, 2024
#3	-26.43% Dec 3, 2012 - Jan 5, 2016	-3.26% Feb 27, 2026 - Mar 27, 2026
#4	-25.76% Feb 25, 2020 - Nov 23, 2020	-1.82% Dec 28, 2023 - Feb 1, 2024
#5	-18.91% Sep 1, 2010 - Nov 11, 2011	-1.40% Jun 25, 2024 - Jul 8, 2024
#6	-14.85% Mar 15, 2004 - Feb 8, 2005	-1.21% Jun 30, 2025 - Aug 1, 2025
#7	-14.76% May 11, 2007 - Jan 23, 2008	-1.13% Aug 5, 2024 - Aug 14, 2024
#8	-14.41% Aug 12, 2016 - May 13, 2019	-1.05% Oct 28, 2025 - Jan 9, 2026
#9	-11.73% Nov 3, 1999 - Jul 11, 2000	-0.81% Sep 16, 2025 - Oct 14, 2025
#10	-11.10% Jun 17, 2003 - Jan 13, 2004	-0.76% Jul 17, 2024 - Jul 30, 2024
#11	-10.96% Oct 5, 2009 - Mar 9, 2010	-0.68% Jan 14, 2026 - Feb 5, 2026
#12	-10.27% Aug 17, 2000 - Jan 5, 2001	-0.58% Aug 27, 2024 - Sep 4, 2024
#13	-9.67% Oct 2, 2002 - Apr 24, 2003	-0.56% Aug 13, 2025 - Aug 26, 2025
#14	-9.45% Feb 15, 2005 - Sep 6, 2005	-0.41% Aug 21, 2024 - Aug 27, 2024
#15	-7.51% Mar 1, 2012 - May 21, 2012	-0.38% Aug 5, 2025 - Aug 13, 2025

Correlation

Correlation between VKQ and BRTR is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2000 - 2026)

VKQ vs BRTR dividend yield comparison.

Year	VKQ	BRTR
2026	3.23%	1.83%
2025	7.81%	4.86%
2024	6.43%	5.58%
2023	4.60%	0.22%
2022	5.63%	0.00%
2021	4.71%	0.00%
2020	4.65%	0.00%
2019	4.96%	0.00%
2018	5.98%	0.00%
2017	5.78%	0.00%
2016	6.44%	0.00%
2015	6.39%	0.00%
2014	6.38%	0.00%
2013	7.38%	0.00%
2012	6.64%	0.00%
2011	6.86%	0.00%
2010	7.69%	0.00%
2009	6.76%	0.00%
2008	9.27%	0.00%
2007	5.28%	0.00%
2006	4.92%	0.00%
2005	7.90%	0.00%
2004	6.38%	0.00%
2003	6.49%	0.00%
2002	6.45%	0.00%
2001	6.13%	0.00%
2000	2.75%	0.00%