VKQ vs RSPU
Comparison between Invesco Municipal Trust (VKQ, ETF) and INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF (RSPU, ETF).
5-Year PerformanceRSPU has outperformed VKQ, delivering a return of +9.6% compared to -1.1%
VKQ vs RSPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VKQ vs RSPU - Historical Returns
Returns include dividend reinvestment.
VKQ vs RSPU - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VKQ | RSPU |
|---|---|---|
| 2026 | +5.25% | +2.91% |
| 2025 | +5.95% | +16.42% |
| 2024 | +9.60% | +21.77% |
| 2023 | +1.27% | -3.20% |
| 2022 | -22.51% | +5.17% |
| 2021 | +10.50% | +19.91% |
| 2020 | +8.50% | -1.23% |
| 2019 | +15.02% | +25.34% |
| 2018 | -6.10% | +7.45% |
| 2017 | +7.88% | +9.02% |
| 2016 | +1.23% | +16.09% |
| 2015 | +7.45% | -4.67% |
| 2014 | +16.72% | +29.86% |
| 2013 | -16.55% | +11.25% |
| 2012 | +10.08% | +8.12% |
| 2011 | +20.62% | +12.75% |
| 2010 | +3.27% | +11.90% |
| 2009 | +49.36% | +20.78% |
| 2008 | -36.79% | -29.95% |
| 2007 | +1.29% | +9.97% |
| 2006 | +18.83% | +4.93% |
| 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 RSPU Drawdown Comparison
The maximum drawdown for VKQ was -50.96%, occurring on Dec 16, 2008. Recovery took 408 trading sessions.
The maximum drawdown for RSPU was -48.10%, occurring on Mar 9, 2009. Recovery took 1002 trading sessions.
The current VKQ drawdown is -6.34%. The current RSPU drawdown is -7.86%.
| Rank | VKQ | RSPU |
|---|---|---|
| #1 | -50.96% Jan 24, 2008 - Sep 4, 2009 | -48.10% May 22, 2007 - May 12, 2011 |
| #2 | -37.26% Sep 1, 2021 - Oct 25, 2023 | -36.82% Feb 18, 2020 - Aug 12, 2021 |
| #3 | -26.43% Dec 3, 2012 - Jan 5, 2016 | -21.86% Sep 12, 2022 - May 15, 2024 |
| #4 | -25.76% Feb 25, 2020 - Nov 23, 2020 | -16.12% Apr 20, 2022 - Aug 15, 2022 |
| #5 | -18.91% Sep 1, 2010 - Nov 11, 2011 | -14.91% May 20, 2011 - Dec 21, 2011 |
| #6 | -14.85% Mar 15, 2004 - Feb 8, 2005 | -14.16% Dec 29, 2014 - Feb 25, 2016 |
| #7 | -14.76% May 11, 2007 - Jan 23, 2008 | -14.15% Nov 30, 2017 - Aug 16, 2018 |
| #8 | -14.41% Aug 12, 2016 - May 13, 2019 | -12.99% Jul 22, 2016 - May 24, 2017 |
| #9 | -11.73% Nov 3, 1999 - Jul 11, 2000 | -11.27% Apr 30, 2013 - Feb 18, 2014 |
| #10 | -11.10% Jun 17, 2003 - Jan 13, 2004 | -9.30% Nov 29, 2024 - May 6, 2025 |
| #11 | -10.96% Oct 5, 2009 - Mar 9, 2010 | -8.96% Dec 13, 2018 - Mar 4, 2019 |
| #12 | -10.27% Aug 17, 2000 - Jan 5, 2001 | -8.73% Feb 27, 2026 - Aug 21, 2026 |
| #13 | -9.67% Oct 2, 2002 - Apr 24, 2003 | -8.66% Oct 18, 2012 - Feb 11, 2013 |
| #14 | -9.45% Feb 15, 2005 - Sep 6, 2005 | -8.30% Sep 2, 2021 - Dec 15, 2021 |
| #15 | -7.51% Mar 1, 2012 - May 21, 2012 | -7.81% Oct 15, 2025 - Feb 12, 2026 |
Correlation
Correlation between VKQ and RSPU is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
VKQ vs RSPU dividend yield comparison.
| Year | VKQ | RSPU |
|---|---|---|
| 2026 | 5.18% | 1.36% |
| 2025 | 7.81% | 2.54% |
| 2024 | 6.43% | 2.39% |
| 2023 | 4.60% | 2.92% |
| 2022 | 5.63% | 2.35% |
| 2021 | 4.71% | 2.41% |
| 2020 | 4.65% | 2.94% |
| 2019 | 4.96% | 2.54% |
| 2018 | 5.98% | 3.11% |
| 2017 | 5.78% | 3.08% |
| 2016 | 6.44% | 2.98% |
| 2015 | 6.39% | 4.15% |
| 2014 | 6.38% | 2.91% |
| 2013 | 7.38% | 3.70% |
| 2012 | 6.64% | 3.59% |
| 2011 | 6.86% | 4.14% |
| 2010 | 7.69% | 3.54% |
| 2009 | 6.76% | 3.77% |
| 2008 | 9.27% | 4.71% |
| 2007 | 5.28% | 2.90% |
| 2006 | 4.92% | 0.48% |
| 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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