VMO vs OSCV

Comparison between Invesco Municipal Opportunity Trust (VMO, ETF) and OPUS SMALL CAP VALUE ETF (OSCV, ETF).

5-Year PerformanceOSCV has outperformed VMO, delivering a return of +6.5% compared to -0.2%

VMO vs OSCV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VMO(ETF)	OSCV(ETF)
Net Assets	$674M	$673M
Expense Ratio	N/A	0.79%
Max Drawdown	59.97%	42.84%
Sharpe Ratio	1.48	0.94
5Y Beta	0.20	0.73
P/E Ratio	N/A	18.65
Forward P/E	N/A	15.56
PEG Ratio	N/A	0.12
5Y Dividends CAGR	3.65%	13.45%
5Y EPS CAGR	N/A	15.35%

Net Assets

Winner

VMO

$674M

OSCV

$673M

Expense Ratio

VMO

N/A

OSCV

0.79%

Max Drawdown

VMO

59.97%

Winner

OSCV

42.84%

Sharpe Ratio

Winner

VMO

1.48

OSCV

0.94

5Y Beta

Winner

VMO

0.20

OSCV

0.73

P/E Ratio

VMO

N/A

OSCV

18.65

Forward P/E

VMO

N/A

OSCV

15.56

PEG Ratio

VMO

N/A

OSCV

0.12

5Y Dividends CAGR

VMO

3.65%

Winner

OSCV

13.45%

5Y EPS CAGR

VMO

N/A

OSCV

15.35%

VMO vs OSCV - Historical Returns

Returns include dividend reinvestment.

Period	VMO	OSCV
1 month	+5.33%	+1.43%
3 months	+3.73%	+5.88%
6 months	+7.16%	+9.04%
1 year	+18.92%	+16.43%
5 years(CAGR)	-0.25%	+6.49%
10 years(CAGR)	+1.95%	N/A
Max(CAGR)	+5.36%	+7.79%

Winner

VMO

+5.33%

OSCV

+1.43%

VMO

+3.73%

Winner

OSCV

+5.88%

VMO

+7.16%

Winner

OSCV

+9.04%

Winner

VMO

+18.92%

OSCV

+16.43%

5Y(CAGR)

VMO

-0.25%

Winner

OSCV

+6.49%

10Y(CAGR)

VMO

+1.95%

OSCV

N/A

Max(CAGR)

VMO

+5.36%

Winner

OSCV

+7.79%

VMO vs OSCV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VMO	OSCV
2026	+7.27%	+10.37%
2025	+5.81%	+2.15%
2024	+7.97%	+11.56%
2023	+2.47%	+10.47%
2022	-24.59%	-12.09%
2021	+12.34%	+29.75%
2020	+8.49%	+5.14%
2019	+13.99%	+28.01%
2018	-4.38%	-13.52%
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 OSCV Drawdown Comparison

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

The maximum drawdown for OSCV was -42.42%, occurring on Mar 18, 2020. Recovery took 226 trading sessions.

The current VMO drawdown is -5.49%. The current OSCV drawdown is -1.10%.

Rank	VMO	OSCV
#1	-50.02% Apr 23, 2007 - Sep 4, 2009	-42.42% Jan 16, 2020 - Dec 8, 2020
#2	-37.68% Jan 3, 2022 - Oct 25, 2023	-22.92% Nov 25, 2024 - Feb 6, 2026
#3	-26.16% Oct 8, 2012 - Dec 10, 2015	-21.21% Jan 4, 2022 - Mar 4, 2024
#4	-25.48% Feb 20, 2020 - Aug 17, 2020	-20.17% Aug 29, 2018 - Sep 11, 2019
#5	-19.84% Dec 3, 2010 - Nov 15, 2011	-7.87% Nov 9, 2021 - Jan 4, 2022
#6	-19.20% Mar 8, 2004 - Mar 24, 2006	-7.55% Feb 20, 2026 - Apr 17, 2026
#7	-17.50% Jul 8, 2016 - Jul 31, 2019	-7.21% Jun 8, 2021 - Oct 13, 2021
#8	-11.93% Nov 5, 2010 - Dec 3, 2010	-6.74% Jul 31, 2024 - Sep 19, 2024
#9	-11.09% Jun 13, 2003 - Jan 6, 2004	-6.59% Mar 28, 2024 - Jul 15, 2024
#10	-10.05% Oct 6, 2009 - Mar 5, 2010	-6.24% Mar 15, 2021 - Apr 16, 2021
#11	-9.94% Feb 1, 2012 - Jul 5, 2012	-5.41% Jan 20, 2021 - Feb 8, 2021
#12	-9.79% Nov 5, 1999 - Jul 26, 2000	-5.09% May 7, 2021 - Jun 8, 2021
#13	-9.37% Oct 3, 2002 - Feb 21, 2003	-3.85% Feb 24, 2021 - Mar 9, 2021
#14	-8.51% Apr 28, 2006 - Dec 4, 2006	-3.46% Apr 27, 2026 - May 19, 2026
#15	-7.13% Feb 15, 2002 - Jun 4, 2002	-3.22% Nov 11, 2024 - Nov 25, 2024

Correlation

Correlation between VMO and OSCV is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42

-101

Dividend Comparison (2000 - 2026)

VMO vs OSCV dividend yield comparison.

Year	VMO	OSCV
2026	3.79%	0.14%
2025	7.84%	1.23%
2024	6.44%	1.29%
2023	4.47%	1.55%
2022	5.69%	1.12%
2021	4.64%	1.06%
2020	4.66%	1.11%
2019	4.94%	1.75%
2018	5.95%	0.25%
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%