VKQ vs MYCH

Comparison between Invesco Municipal Trust (VKQ, ETF) and SPDR SSGA MY2028 CORPORATE BOND ETF (MYCH, ETF).

VKQ vs MYCH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VKQ(ETF)	MYCH(ETF)
Net Assets	$556M	$556M
Expense Ratio	N/A	0.15%
Max Drawdown	55.10%	2.61%
Sharpe Ratio	1.35	0.53
5Y Beta	0.19	0.03
5Y Dividends CAGR	4.14%	N/A

Net Assets

Winner

VKQ

$556M

MYCH

$556M

Expense Ratio

VKQ

N/A

MYCH

0.15%

Max Drawdown

VKQ

55.10%

Winner

MYCH

2.61%

Sharpe Ratio

Winner

VKQ

1.35

MYCH

0.53

5Y Beta

VKQ

0.19

Winner

MYCH

0.03

5Y Dividends CAGR

VKQ

4.14%

MYCH

N/A

VKQ vs MYCH - Historical Returns

Returns include dividend reinvestment.

Period	VKQ	MYCH
1 month	+1.48%	+0.35%
3 months	+2.90%	+0.90%
6 months	+5.33%	+1.31%
1 year	+15.48%	+4.50%
5 years(CAGR)	-0.46%	N/A
10 years(CAGR)	+2.32%	N/A
Max(CAGR)	+5.01%	+3.99%

Winner

VKQ

+1.48%

MYCH

+0.35%

Winner

VKQ

+2.90%

MYCH

+0.90%

Winner

VKQ

+5.33%

MYCH

+1.31%

Winner

VKQ

+15.48%

MYCH

+4.50%

5Y(CAGR)

VKQ

-0.46%

MYCH

N/A

10Y(CAGR)

VKQ

+2.32%

MYCH

N/A

Max(CAGR)

Winner

VKQ

+5.01%

MYCH

+3.99%

VKQ vs MYCH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VKQ	MYCH
2026	+4.65%	+0.85%
2025	+5.95%	+7.08%
2024	+9.60%	-1.02%
2023	+1.27%	N/A
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 MYCH Drawdown Comparison

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

The maximum drawdown for MYCH was -1.54%, occurring on Nov 14, 2024. Recovery took 102 trading sessions.

The current VKQ drawdown is -6.88%. The current MYCH drawdown is -0.04%.

Rank	VKQ	MYCH
#1	-50.96% Jan 24, 2008 - Sep 4, 2009	-1.54% Sep 24, 2024 - Feb 21, 2025
#2	-37.26% Sep 1, 2021 - Oct 25, 2023	-1.21% Apr 3, 2025 - Apr 28, 2025
#3	-26.43% Dec 3, 2012 - Jan 5, 2016	-1.09% Feb 27, 2026 - May 29, 2026
#4	-25.76% Feb 25, 2020 - Nov 23, 2020	-0.51% Apr 30, 2025 - May 27, 2025
#5	-18.91% Sep 1, 2010 - Nov 11, 2011	-0.44% Jun 4, 2025 - Jun 12, 2025
#6	-14.85% Mar 15, 2004 - Feb 8, 2005	-0.38% Mar 4, 2025 - Mar 19, 2025
#7	-14.76% May 11, 2007 - Jan 23, 2008	-0.32% Oct 24, 2025 - Nov 21, 2025
#8	-14.41% Aug 12, 2016 - May 13, 2019	-0.32% Jun 30, 2025 - Jul 18, 2025
#9	-11.73% Nov 3, 1999 - Jul 11, 2000	-0.30% Sep 15, 2025 - Oct 1, 2025
#10	-11.10% Jun 17, 2003 - Jan 13, 2004	-0.26% May 29, 2026 - Jun 11, 2026
#11	-10.96% Oct 5, 2009 - Mar 9, 2010	-0.20% Mar 21, 2025 - Mar 28, 2025
#12	-10.27% Aug 17, 2000 - Jan 5, 2001	-0.17% Aug 13, 2025 - Aug 22, 2025
#13	-9.67% Oct 2, 2002 - Apr 24, 2003	-0.13% Jul 21, 2025 - Aug 1, 2025
#14	-9.45% Feb 15, 2005 - Sep 6, 2005	-0.12% Jun 12, 2025 - Jun 20, 2025
#15	-7.51% Mar 1, 2012 - May 21, 2012	-0.12% May 27, 2025 - May 30, 2025

Correlation

Correlation between VKQ and MYCH is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (2000 - 2026)

VKQ vs MYCH dividend yield comparison.

Year	VKQ	MYCH
2026	3.19%	1.73%
2025	7.81%	4.52%
2024	6.43%	1.16%
2023	4.60%	0.00%
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%