VKQ vs LGH

Comparison between Invesco Municipal Trust (VKQ, ETF) and HCM DEFENDER 500 INDEX ETF (LGH, ETF).

5-Year PerformanceLGH has outperformed VKQ, delivering a return of +10.5% compared to -0.9%

VKQ vs LGH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VKQ(ETF)	LGH(ETF)
Net Assets	$556M	$556M
Expense Ratio	N/A	1.00%
Max Drawdown	55.10%	29.60%
Sharpe Ratio	1.20	1.10
5Y Beta	0.20	0.97
P/E Ratio	N/A	29.33
Forward P/E	N/A	22.72
PEG Ratio	N/A	0.47
5Y Dividends CAGR	4.14%	42.11%
5Y EPS CAGR	N/A	27.33%
Debt to Equity	N/A	32.18%
P/S Ratio	N/A	4.02
P/B Ratio	N/A	5.97

Net Assets

Winner

VKQ

$556M

LGH

$556M

Expense Ratio

VKQ

N/A

LGH

1.00%

Max Drawdown

VKQ

55.10%

Winner

LGH

29.60%

Sharpe Ratio

Winner

VKQ

1.20

LGH

1.10

5Y Beta

Winner

VKQ

0.20

LGH

0.97

P/E Ratio

VKQ

N/A

LGH

29.33

Forward P/E

VKQ

N/A

LGH

22.72

PEG Ratio

VKQ

N/A

LGH

0.47

5Y Dividends CAGR

VKQ

4.14%

Winner

LGH

42.11%

5Y EPS CAGR

VKQ

N/A

LGH

27.33%

Debt to Equity

VKQ

N/A

LGH

32.18%

P/S Ratio

VKQ

N/A

LGH

4.02

P/B Ratio

VKQ

N/A

LGH

5.97

VKQ vs LGH - Historical Returns

Returns include dividend reinvestment.

Period	VKQ	LGH
1 month	+1.17%	+2.25%
3 months	+0.82%	+2.70%
6 months	+4.80%	+0.50%
1 year	+14.19%	+22.84%
5 years(CAGR)	-0.89%	+10.48%
10 years(CAGR)	+2.27%	N/A
Max(CAGR)	+4.97%	+15.11%

VKQ

+1.17%

Winner

LGH

+2.25%

VKQ

+0.82%

Winner

LGH

+2.70%

Winner

VKQ

+4.80%

LGH

+0.50%

VKQ

+14.19%

Winner

LGH

+22.84%

5Y(CAGR)

VKQ

-0.89%

Winner

LGH

+10.48%

10Y(CAGR)

VKQ

+2.27%

LGH

N/A

Max(CAGR)

VKQ

+4.97%

Winner

LGH

+15.11%

VKQ vs LGH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VKQ	LGH
2026	+3.37%	+1.14%
2025	+5.95%	+19.91%
2024	+9.60%	+28.12%
2023	+1.27%	+24.28%
2022	-22.51%	-28.20%
2021	+10.50%	+43.19%
2020	+8.50%	+17.20%
2019	+15.02%	+11.06%
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 LGH Drawdown Comparison

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

The maximum drawdown for LGH was -29.60%, occurring on Mar 16, 2020. Recovery took 132 trading sessions.

The current VKQ drawdown is -8.02%. The current LGH drawdown is -4.37%.

Rank	VKQ	LGH
#1	-50.96% Jan 24, 2008 - Sep 4, 2009	-29.60% Feb 19, 2020 - Aug 26, 2020
#2	-37.26% Sep 1, 2021 - Oct 25, 2023	-29.38% Dec 29, 2021 - Mar 21, 2024
#3	-26.43% Dec 3, 2012 - Jan 5, 2016	-18.42% Dec 6, 2024 - Jul 3, 2025
#4	-25.76% Feb 25, 2020 - Nov 23, 2020	-13.53% Sep 2, 2020 - Nov 16, 2020
#5	-18.91% Sep 1, 2010 - Nov 11, 2011	-12.50% Jul 16, 2024 - Nov 6, 2024
#6	-14.85% Mar 15, 2004 - Feb 8, 2005	-11.29% Jan 12, 2026 - May 13, 2026
#7	-14.76% May 11, 2007 - Jan 23, 2008	-8.69% Sep 3, 2021 - Oct 28, 2021
#8	-14.41% Aug 12, 2016 - May 13, 2019	-7.29% Oct 29, 2025 - Dec 24, 2025
#9	-11.73% Nov 3, 1999 - Jul 11, 2000	-7.20% Nov 23, 2021 - Dec 27, 2021
#10	-11.10% Jun 17, 2003 - Jan 13, 2004	-6.95% Feb 12, 2021 - Mar 15, 2021
#11	-10.96% Oct 5, 2009 - Mar 9, 2010	-6.09% Mar 28, 2024 - May 14, 2024
#12	-10.27% Aug 17, 2000 - Jan 5, 2001	-5.28% Apr 29, 2021 - Jun 4, 2021
#13	-9.67% Oct 2, 2002 - Apr 24, 2003	-4.55% Jan 21, 2021 - Feb 4, 2021
#14	-9.45% Feb 15, 2005 - Sep 6, 2005	-4.37% Jul 12, 2021 - Jul 23, 2021
#15	-7.51% Mar 1, 2012 - May 21, 2012	-4.37% Jun 2, 2026 - Jun 5, 2026

Correlation

Correlation between VKQ and LGH is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.38

-101

Dividend Comparison (2000 - 2026)

VKQ vs LGH dividend yield comparison.

Year	VKQ	LGH
2026	3.23%	0.00%
2025	7.81%	0.38%
2024	6.43%	0.40%
2023	4.60%	0.63%
2022	5.63%	0.61%
2021	4.71%	0.14%
2020	4.65%	0.23%
2019	4.96%	0.01%
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%