VKQ vs ETO

Comparison between Invesco Municipal Trust (VKQ, ETF) and Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO, ETF).

5-Year PerformanceETO has outperformed VKQ, delivering a return of +8.7% compared to -0.2%

VKQ vs ETO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VKQ(ETF)	ETO(ETF)
Net Assets	$562M	$563M
Max Drawdown	55.10%	75.20%
Sharpe Ratio	1.64	1.04
5Y Beta	0.19	0.84
5Y Dividends CAGR	3.89%	5.67%

Net Assets

VKQ

$562M

Winner

ETO

$563M

Max Drawdown

Winner

VKQ

55.10%

ETO

75.20%

Sharpe Ratio

Winner

VKQ

1.64

ETO

1.04

5Y Beta

Winner

VKQ

0.19

ETO

0.84

5Y Dividends CAGR

VKQ

3.89%

Winner

ETO

5.67%

VKQ vs ETO - Historical Returns

Returns include dividend reinvestment.

Period	VKQ	ETO
1 month	+0.12%	+0.76%
3 months	+3.19%	+6.59%
6 months	+5.74%	+5.87%
1 year	+18.15%	+20.19%
5 years(CAGR)	-0.16%	+8.70%
10 years(CAGR)	+2.27%	+11.88%
Max(CAGR)	+5.05%	+10.53%

VKQ

+0.12%

Winner

ETO

+0.76%

VKQ

+3.19%

Winner

ETO

+6.59%

VKQ

+5.74%

Winner

ETO

+5.87%

VKQ

+18.15%

Winner

ETO

+20.19%

5Y(CAGR)

VKQ

-0.16%

Winner

ETO

+8.70%

10Y(CAGR)

VKQ

+2.27%

Winner

ETO

+11.88%

Max(CAGR)

VKQ

+5.05%

Winner

ETO

+10.53%

VKQ vs ETO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VKQ	ETO
2026	+6.20%	+7.92%
2025	+5.95%	+30.49%
2024	+9.60%	+16.89%
2023	+1.27%	+21.38%
2022	-22.51%	-30.30%
2021	+10.50%	+38.76%
2020	+8.50%	+5.60%
2019	+15.02%	+48.13%
2018	-6.10%	-18.67%
2017	+7.88%	+33.20%
2016	+1.23%	+9.91%
2015	+7.45%	-3.13%
2014	+16.72%	+13.76%
2013	-16.55%	+30.52%
2012	+10.08%	+24.01%
2011	+20.62%	-12.34%
2010	+3.27%	+11.90%
2009	+49.36%	+40.57%
2008	-36.79%	-52.19%
2007	+1.29%	+19.59%
2006	+18.83%	+33.45%
2005	+3.17%	+31.87%
2004	+5.81%	+6.89%
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 ETO Drawdown Comparison

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

The maximum drawdown for ETO was -71.95%, occurring on Mar 9, 2009. Recovery took 1384 trading sessions.

The current VKQ drawdown is -5.50%. The current ETO drawdown is -1.16%.

Rank	VKQ	ETO
#1	-50.96% Jan 24, 2008 - Sep 4, 2009	-71.95% Oct 31, 2007 - May 2, 2013
#2	-37.26% Sep 1, 2021 - Oct 25, 2023	-51.93% Feb 20, 2020 - Dec 16, 2020
#3	-26.43% Dec 3, 2012 - Jan 5, 2016	-35.40% Nov 11, 2021 - Dec 4, 2024
#4	-25.76% Feb 25, 2020 - Nov 23, 2020	-29.75% Aug 28, 2018 - Mar 21, 2019
#5	-18.91% Sep 1, 2010 - Nov 11, 2011	-24.20% Apr 22, 2015 - Aug 23, 2016
#6	-14.85% Mar 15, 2004 - Feb 8, 2005	-23.75% Jul 12, 2007 - Oct 5, 2007
#7	-14.76% May 11, 2007 - Jan 23, 2008	-18.24% Feb 20, 2025 - May 13, 2025
#8	-14.41% Aug 12, 2016 - May 13, 2019	-16.44% May 21, 2013 - Nov 15, 2013
#9	-11.73% Nov 3, 1999 - Jul 11, 2000	-15.27% Feb 25, 2026 - May 6, 2026
#10	-11.10% Jun 17, 2003 - Jan 13, 2004	-14.73% Jun 1, 2004 - Nov 16, 2004
#11	-10.96% Oct 5, 2009 - Mar 9, 2010	-13.96% Jul 23, 2014 - Nov 6, 2014
#12	-10.27% Aug 17, 2000 - Jan 5, 2001	-13.70% May 10, 2006 - Aug 9, 2006
#13	-9.67% Oct 2, 2002 - Apr 24, 2003	-11.74% Dec 29, 2006 - Apr 3, 2007
#14	-9.45% Feb 15, 2005 - Sep 6, 2005	-11.38% Jan 24, 2018 - Aug 7, 2018
#15	-7.51% Mar 1, 2012 - May 21, 2012	-11.20% Sep 13, 2021 - Nov 11, 2021

Correlation

Correlation between VKQ and ETO is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2000 - 2026)

VKQ vs ETO dividend yield comparison.

Year	VKQ	ETO
2026	4.46%	3.96%
2025	7.81%	6.85%
2024	6.43%	7.81%
2023	4.60%	6.97%
2022	5.63%	9.87%
2021	4.71%	5.82%
2020	4.65%	7.36%
2019	4.96%	8.32%
2018	5.98%	11.51%
2017	5.78%	8.50%
2016	6.44%	9.51%
2015	6.39%	9.29%
2014	6.38%	12.51%
2013	7.38%	8.49%
2012	6.64%	6.48%
2011	6.86%	7.55%
2010	7.69%	6.26%
2009	6.76%	6.62%
2008	9.27%	14.74%
2007	5.28%	5.66%
2006	4.92%	5.82%
2005	7.90%	6.16%
2004	6.38%	4.31%
2003	6.49%	0.00%
2002	6.45%	0.00%
2001	6.13%	0.00%
2000	2.75%	0.00%