VKQ vs SGDM

Comparison between Invesco Municipal Trust (VKQ, ETF) and Sprott Gold Miners ETF (SGDM, ETF).

5-Year PerformanceSGDM has outperformed VKQ, delivering a return of +18.5% compared to -0.2%

VKQ vs SGDM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VKQ(ETF)	SGDM(ETF)
Net Assets	$562M	$559M
Expense Ratio	N/A	0.46%
Max Drawdown	55.10%	55.72%
Sharpe Ratio	1.64	0.89
5Y Beta	0.19	0.74
5Y Dividends CAGR	3.89%	36.06%

Net Assets

Winner

VKQ

$562M

SGDM

$559M

Expense Ratio

VKQ

N/A

SGDM

0.46%

Max Drawdown

Winner

VKQ

55.10%

SGDM

55.72%

Sharpe Ratio

Winner

VKQ

1.64

SGDM

0.89

5Y Beta

Winner

VKQ

0.19

SGDM

0.74

5Y Dividends CAGR

VKQ

3.89%

Winner

SGDM

36.06%

VKQ vs SGDM - Historical Returns

Returns include dividend reinvestment.

Period	VKQ	SGDM
1 month	+0.12%	-8.37%
3 months	+3.19%	-19.49%
6 months	+5.74%	-25.04%
1 year	+18.15%	+36.83%
5 years(CAGR)	-0.16%	+18.53%
10 years(CAGR)	+2.27%	+9.35%
Max(CAGR)	+5.05%	+8.87%

Winner

VKQ

+0.12%

SGDM

-8.37%

Winner

VKQ

+3.19%

SGDM

-19.49%

Winner

VKQ

+5.74%

SGDM

-25.04%

VKQ

+18.15%

Winner

SGDM

+36.83%

5Y(CAGR)

VKQ

-0.16%

Winner

SGDM

+18.53%

10Y(CAGR)

VKQ

+2.27%

Winner

SGDM

+9.35%

Max(CAGR)

VKQ

+5.05%

Winner

SGDM

+8.87%

VKQ vs SGDM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VKQ	SGDM
2026	+6.20%	-11.14%
2025	+5.95%	+143.79%
2024	+9.60%	+13.52%
2023	+1.27%	-0.50%
2022	-22.51%	-6.19%
2021	+10.50%	-15.07%
2020	+8.50%	+22.67%
2019	+15.02%	+43.46%
2018	-6.10%	-17.44%
2017	+7.88%	+5.85%
2016	+1.23%	+44.55%
2015	+7.45%	-28.18%
2014	+16.72%	-27.98%
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 SGDM Drawdown Comparison

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

The maximum drawdown for SGDM was -54.96%, occurring on Jan 19, 2016. Recovery took 473 trading sessions.

The current VKQ drawdown is -5.50%. The current SGDM drawdown is -35.38%.

Rank	VKQ	SGDM
#1	-50.96% Jan 24, 2008 - Sep 4, 2009	-54.96% Aug 13, 2014 - Jun 29, 2016
#2	-37.26% Sep 1, 2021 - Oct 25, 2023	-49.68% Aug 5, 2020 - Mar 17, 2025
#3	-26.43% Dec 3, 2012 - Jan 5, 2016	-49.17% Aug 2, 2016 - Apr 23, 2020
#4	-25.76% Feb 25, 2020 - Nov 23, 2020	-38.29% Mar 2, 2026 - Jul 20, 2026
#5	-18.91% Sep 1, 2010 - Nov 11, 2011	-18.55% Oct 16, 2025 - Dec 11, 2025
#6	-14.85% Mar 15, 2004 - Feb 8, 2005	-17.99% Jan 28, 2026 - Feb 24, 2026
#7	-14.76% May 11, 2007 - Jan 23, 2008	-14.10% May 19, 2020 - Jul 7, 2020
#8	-14.41% Aug 12, 2016 - May 13, 2019	-11.60% Apr 16, 2025 - Jun 2, 2025
#9	-11.73% Nov 3, 1999 - Jul 11, 2000	-9.39% Jul 11, 2016 - Aug 1, 2016
#10	-11.10% Jun 17, 2003 - Jan 13, 2004	-8.43% Apr 3, 2025 - Apr 10, 2025
#11	-10.96% Oct 5, 2009 - Mar 9, 2010	-6.92% Dec 26, 2025 - Jan 9, 2026
#12	-10.27% Aug 17, 2000 - Jan 5, 2001	-6.60% Jun 13, 2025 - Jul 22, 2025
#13	-9.67% Oct 2, 2002 - Apr 24, 2003	-5.40% Jul 22, 2025 - Aug 5, 2025
#14	-9.45% Feb 15, 2005 - Sep 6, 2005	-5.14% Jul 8, 2020 - Jul 17, 2020
#15	-7.51% Mar 1, 2012 - May 21, 2012	-4.63% Jul 28, 2014 - Aug 12, 2014

Correlation

Correlation between VKQ and SGDM is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61

-101

Dividend Comparison (2000 - 2026)

VKQ vs SGDM dividend yield comparison.

Year	VKQ	SGDM
2026	4.46%	0.00%
2025	7.81%	1.04%
2024	6.43%	1.04%
2023	4.60%	1.39%
2022	5.63%	1.42%
2021	4.71%	1.33%
2020	4.65%	0.30%
2019	4.96%	0.25%
2018	5.98%	0.50%
2017	5.78%	0.58%
2016	6.44%	0.02%
2015	6.39%	1.47%
2014	6.38%	0.26%
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%