VKQ vs REM
Comparison between Invesco Municipal Trust (VKQ, ETF) and iShares Mortgage Real Estate ETF (REM, ETF).
5-Year PerformanceVKQ has outperformed REM, delivering a return of -0.5% compared to -2.5%
VKQ vs REM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VKQ vs REM - Historical Returns
Returns include dividend reinvestment.
VKQ vs REM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VKQ | REM |
|---|---|---|
| 2026 | +4.65% | -1.95% |
| 2025 | +5.95% | +12.79% |
| 2024 | +9.60% | -0.45% |
| 2023 | +1.27% | +12.51% |
| 2022 | -22.51% | -28.84% |
| 2021 | +10.50% | +19.82% |
| 2020 | +8.50% | -20.73% |
| 2019 | +15.02% | +20.48% |
| 2018 | -6.10% | -2.01% |
| 2017 | +7.88% | +16.54% |
| 2016 | +1.23% | +21.07% |
| 2015 | +7.45% | -10.85% |
| 2014 | +16.72% | +15.97% |
| 2013 | -16.55% | -5.63% |
| 2012 | +10.08% | +20.36% |
| 2011 | +20.62% | -9.86% |
| 2010 | +3.27% | +15.98% |
| 2009 | +49.36% | +13.09% |
| 2008 | -36.79% | -42.43% |
| 2007 | +1.29% | -36.35% |
| 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 REM Drawdown Comparison
The maximum drawdown for VKQ was -50.96%, occurring on Dec 16, 2008. Recovery took 408 trading sessions.
The maximum drawdown for REM was -74.76%, occurring on Nov 20, 2008. This drawdown has not yet recovered.
The current VKQ drawdown is -6.88%. The current REM drawdown is -22.59%.
| Rank | VKQ | REM |
|---|---|---|
| #1 | -50.96% Jan 24, 2008 - Sep 4, 2009 | -74.76% Jun 4, 2007 - Nov 20, 2008 |
| #2 | -37.26% Sep 1, 2021 - Oct 25, 2023 | -3.84% May 9, 2007 - May 31, 2007 |
| #3 | -26.43% Dec 3, 2012 - Jan 5, 2016 | -0.38% May 4, 2007 - May 9, 2007 |
| #4 | -25.76% Feb 25, 2020 - Nov 23, 2020 | N/A |
| #5 | -18.91% Sep 1, 2010 - Nov 11, 2011 | N/A |
| #6 | -14.85% Mar 15, 2004 - Feb 8, 2005 | N/A |
| #7 | -14.76% May 11, 2007 - Jan 23, 2008 | N/A |
| #8 | -14.41% Aug 12, 2016 - May 13, 2019 | N/A |
| #9 | -11.73% Nov 3, 1999 - Jul 11, 2000 | N/A |
| #10 | -11.10% Jun 17, 2003 - Jan 13, 2004 | N/A |
| #11 | -10.96% Oct 5, 2009 - Mar 9, 2010 | N/A |
| #12 | -10.27% Aug 17, 2000 - Jan 5, 2001 | N/A |
| #13 | -9.67% Oct 2, 2002 - Apr 24, 2003 | N/A |
| #14 | -9.45% Feb 15, 2005 - Sep 6, 2005 | N/A |
| #15 | -7.51% Mar 1, 2012 - May 21, 2012 | N/A |
Correlation
Correlation between VKQ and REM is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
VKQ vs REM dividend yield comparison.
| Year | VKQ | REM |
|---|---|---|
| 2026 | 3.19% | 0.74% |
| 2025 | 7.81% | 8.70% |
| 2024 | 6.43% | 9.61% |
| 2023 | 4.60% | 9.46% |
| 2022 | 5.63% | 11.13% |
| 2021 | 4.71% | 7.29% |
| 2020 | 4.65% | 7.72% |
| 2019 | 4.96% | 8.16% |
| 2018 | 5.98% | 9.99% |
| 2017 | 5.78% | 9.97% |
| 2016 | 6.44% | 10.03% |
| 2015 | 6.39% | 11.99% |
| 2014 | 6.38% | 14.53% |
| 2013 | 7.38% | 16.12% |
| 2012 | 6.64% | 12.60% |
| 2011 | 6.86% | 12.20% |
| 2010 | 7.69% | 9.10% |
| 2009 | 6.76% | 8.14% |
| 2008 | 9.27% | 22.08% |
| 2007 | 5.28% | 8.95% |
| 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% |
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