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VKQ vs SPY

Comparison between Invesco Municipal Trust (VKQ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed VKQ, delivering a return of +13.3% compared to -0.9%

VKQ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VKQ
$556M
Winner
SPY
$735B
Expense Ratio
VKQ
N/A
SPY
0.09%
Max Drawdown
Winner
VKQ
55.10%
SPY
56.47%
Sharpe Ratio
VKQ
1.20
Winner
SPY
1.62
5Y Beta
Winner
VKQ
0.20
SPY
1.00
P/E Ratio
VKQ
N/A
SPY
28.99
Forward P/E
VKQ
N/A
SPY
22.37
5Y Dividends CAGR
VKQ
4.14%
Winner
SPY
5.43%
5Y EPS CAGR
VKQ
N/A
SPY
26.05%
Debt to Equity
VKQ
N/A
SPY
32.40%
P/S Ratio
VKQ
N/A
SPY
3.74
P/B Ratio
VKQ
N/A
SPY
5.61

VKQ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
VKQ
+1.17%
Winner
SPY
+1.90%
3M
VKQ
+0.82%
Winner
SPY
+8.55%
6M
VKQ
+4.80%
Winner
SPY
+8.18%
1Y
VKQ
+14.19%
Winner
SPY
+25.79%
5Y(CAGR)
VKQ
-0.89%
Winner
SPY
+13.32%
10Y(CAGR)
VKQ
+2.27%
Winner
SPY
+15.19%
Max(CAGR)
VKQ
+4.97%
Winner
SPY
+8.47%

VKQ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVKQSPY
2026+3.37%+8.26%
2025+5.95%+18.00%
2024+9.60%+25.59%
2023+1.27%+26.72%
2022-22.51%-18.64%
2021+10.50%+30.52%
2020+8.50%+17.28%
2019+15.02%+31.09%
2018-6.10%-5.24%
2017+7.88%+20.78%
2016+1.23%+13.59%
2015+7.45%+1.31%
2014+16.72%+14.56%
2013-16.55%+29.00%
2012+10.08%+14.17%
2011+20.62%+0.85%
2010+3.27%+13.14%
2009+49.36%+22.67%
2008-36.79%-36.25%
2007+1.29%+5.32%
2006+18.83%+13.85%
2005+3.17%+5.32%
2004+5.81%+10.75%
2003+8.90%+24.18%
2002+15.08%-22.42%
2001+5.97%-10.13%
2000+6.32%-8.84%
1999-4.71%+8.61%

VKQ vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current VKQ drawdown is -8.02%. The current SPY drawdown is -2.90%.

RankVKQSPY
#1-50.96%
Jan 24, 2008 - Sep 4, 2009		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-37.26%
Sep 1, 2021 - Oct 25, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-26.43%
Dec 3, 2012 - Jan 5, 2016		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-25.76%
Feb 25, 2020 - Nov 23, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.91%
Sep 1, 2010 - Nov 11, 2011		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.85%
Mar 15, 2004 - Feb 8, 2005		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.76%
May 11, 2007 - Jan 23, 2008		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.41%
Aug 12, 2016 - May 13, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.73%
Nov 3, 1999 - Jul 11, 2000		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.10%
Jun 17, 2003 - Jan 13, 2004		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.96%
Oct 5, 2009 - Mar 9, 2010		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.27%
Aug 17, 2000 - Jan 5, 2001		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.67%
Oct 2, 2002 - Apr 24, 2003		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.45%
Feb 15, 2005 - Sep 6, 2005		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.51%
Mar 1, 2012 - May 21, 2012		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between VKQ and SPY is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (1999 - 2026)

VKQ vs SPY dividend yield comparison.

YearVKQSPY
20263.23%0.24%
20257.81%1.07%
20246.43%1.21%
20234.60%1.40%
20225.63%1.65%
20214.71%1.20%
20204.65%1.52%
20194.96%1.75%
20185.98%2.04%
20175.78%1.80%
20166.44%2.03%
20156.39%2.06%
20146.38%1.87%
20137.38%1.81%
20126.64%2.18%
20116.86%2.05%
20107.69%1.80%
20096.76%1.95%
20089.27%3.02%
20075.28%1.85%
20064.92%1.73%
20057.90%1.73%
20046.38%1.82%
20036.49%1.47%
20026.45%1.70%
20016.13%1.25%
20002.75%1.15%
19990.00%0.24%

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