VMO vs FIIG

Comparison between Invesco Municipal Opportunity Trust (VMO, ETF) and FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF (FIIG, ETF).

VMO vs FIIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VMO(ETF)	FIIG(ETF)
Net Assets	$673M	$671M
Expense Ratio	N/A	0.49%
Max Drawdown	59.97%	6.62%
Sharpe Ratio	1.17	0.12
5Y Beta	0.19	0.09
5Y Dividends CAGR	3.83%	N/A

Net Assets

Winner

VMO

$673M

FIIG

$671M

Expense Ratio

VMO

N/A

FIIG

0.49%

Max Drawdown

VMO

59.97%

Winner

FIIG

6.62%

Sharpe Ratio

Winner

VMO

1.17

FIIG

0.12

5Y Beta

VMO

0.19

Winner

FIIG

0.09

5Y Dividends CAGR

VMO

3.83%

FIIG

N/A

VMO vs FIIG - Historical Returns

Returns include dividend reinvestment.

Period	VMO	FIIG
1 month	+0.23%	-0.43%
3 months	-0.53%	-1.16%
6 months	+4.46%	-0.55%
1 year	+14.68%	+4.44%
5 years(CAGR)	-1.09%	N/A
10 years(CAGR)	+1.75%	N/A
Max(CAGR)	+5.25%	+5.89%

Winner

VMO

+0.23%

FIIG

-0.43%

Winner

VMO

-0.53%

FIIG

-1.16%

Winner

VMO

+4.46%

FIIG

-0.55%

Winner

VMO

+14.68%

FIIG

+4.44%

5Y(CAGR)

VMO

-1.09%

FIIG

N/A

10Y(CAGR)

VMO

+1.75%

FIIG

N/A

Max(CAGR)

VMO

+5.25%

Winner

FIIG

+5.89%

VMO vs FIIG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VMO	FIIG
2026	+4.00%	-0.71%
2025	+5.81%	+8.59%
2024	+7.97%	+2.74%
2023	+2.47%	+6.83%
2022	-24.59%	N/A
2021	+12.34%	N/A
2020	+8.49%	N/A
2019	+13.99%	N/A
2018	-4.38%	N/A
2017	+2.74%	N/A
2016	+2.27%	N/A
2015	+9.28%	N/A
2014	+16.12%	N/A
2013	-15.83%	N/A
2012	+7.92%	N/A
2011	+21.08%	N/A
2010	+4.57%	N/A
2009	+45.00%	N/A
2008	-28.05%	N/A
2007	-3.14%	N/A
2006	+12.22%	N/A
2005	+7.50%	N/A
2004	-5.69%	N/A
2003	+13.75%	N/A
2002	+13.87%	N/A
2001	+13.09%	N/A
2000	+13.93%	N/A
1999	-4.09%	N/A

VMO vs FIIG Drawdown Comparison

The maximum drawdown for VMO was -50.02%, occurring on Dec 16, 2008. Recovery took 599 trading sessions.

The maximum drawdown for FIIG was -5.50%, occurring on Oct 19, 2023. Recovery took 73 trading sessions.

The current VMO drawdown is -8.37%. The current FIIG drawdown is -1.86%.

Rank	VMO	FIIG
#1	-50.02% Apr 23, 2007 - Sep 4, 2009	-5.50% Aug 8, 2023 - Nov 20, 2023
#2	-37.68% Jan 3, 2022 - Oct 25, 2023	-5.23% Sep 24, 2024 - Jun 24, 2025
#3	-26.16% Oct 8, 2012 - Dec 10, 2015	-3.69% Dec 27, 2023 - Jun 13, 2024
#4	-25.48% Feb 20, 2020 - Aug 17, 2020	-3.15% Feb 26, 2026 - Mar 27, 2026
#5	-19.84% Dec 3, 2010 - Nov 15, 2011	-1.68% Oct 22, 2025 - Feb 10, 2026
#6	-19.20% Mar 8, 2004 - Mar 24, 2006	-1.38% Jun 25, 2024 - Jul 5, 2024
#7	-17.50% Jul 8, 2016 - Jul 31, 2019	-1.23% Aug 2, 2024 - Aug 14, 2024
#8	-11.93% Nov 5, 2010 - Dec 3, 2010	-1.14% Jul 1, 2025 - Jul 29, 2025
#9	-11.09% Jun 13, 2003 - Jan 6, 2004	-0.89% Sep 15, 2025 - Oct 14, 2025
#10	-10.05% Oct 6, 2009 - Mar 5, 2010	-0.81% Jul 16, 2024 - Jul 31, 2024
#11	-9.94% Feb 1, 2012 - Jul 5, 2012	-0.66% Aug 23, 2024 - Sep 4, 2024
#12	-9.79% Nov 5, 1999 - Jul 26, 2000	-0.61% Nov 29, 2023 - Dec 1, 2023
#13	-9.37% Oct 3, 2002 - Feb 21, 2003	-0.52% Aug 27, 2025 - Sep 4, 2025
#14	-8.51% Apr 28, 2006 - Dec 4, 2006	-0.49% Dec 7, 2023 - Dec 13, 2023
#15	-7.13% Feb 15, 2002 - Jun 4, 2002	-0.44% Sep 13, 2024 - Sep 24, 2024

Correlation

Correlation between VMO and FIIG is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2000 - 2026)

VMO vs FIIG dividend yield comparison.

Year	VMO	FIIG
2026	3.23%	1.97%
2025	7.84%	4.76%
2024	6.44%	4.45%
2023	4.47%	1.72%
2022	5.69%	0.00%
2021	4.64%	0.00%
2020	4.66%	0.00%
2019	4.94%	0.00%
2018	5.95%	0.00%
2017	5.98%	0.00%
2016	6.73%	0.00%
2015	6.33%	0.00%
2014	6.12%	0.00%
2013	7.43%	0.00%
2012	7.03%	0.00%
2011	7.13%	0.00%
2010	7.91%	0.00%
2009	6.78%	0.00%
2008	8.60%	0.00%
2007	5.55%	0.00%
2006	5.17%	0.00%
2005	8.69%	0.00%
2004	7.20%	0.00%
2003	8.66%	0.00%
2002	9.81%	0.00%
2001	7.59%	0.00%
2000	2.56%	0.00%