VMO vs ROBT

Comparison between Invesco Municipal Opportunity Trust (VMO, ETF) and FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETF (ROBT, ETF).

5-Year PerformanceROBT has outperformed VMO, delivering a return of +1.1% compared to -1.1%

VMO vs ROBT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VMO(ETF)	ROBT(ETF)
Net Assets	$673M	$676M
Expense Ratio	N/A	0.65%
Max Drawdown	59.97%	44.61%
Sharpe Ratio	1.17	0.79
5Y Beta	0.19	1.36
P/E Ratio	N/A	-81706.11
Forward P/E	N/A	26.70
5Y Dividends CAGR	3.83%	17.51%
P/S Ratio	N/A	1.78
P/B Ratio	N/A	5.00

Net Assets

VMO

$673M

Winner

ROBT

$676M

Expense Ratio

VMO

N/A

ROBT

0.65%

Max Drawdown

VMO

59.97%

Winner

ROBT

44.61%

Sharpe Ratio

Winner

VMO

1.17

ROBT

0.79

5Y Beta

Winner

VMO

0.19

ROBT

1.36

P/E Ratio

VMO

N/A

ROBT

-81706.11

Forward P/E

VMO

N/A

ROBT

26.70

5Y Dividends CAGR

VMO

3.83%

Winner

ROBT

17.51%

P/S Ratio

VMO

N/A

ROBT

1.78

P/B Ratio

VMO

N/A

ROBT

5.00

VMO vs ROBT - Historical Returns

Returns include dividend reinvestment.

Period	VMO	ROBT
1 month	+0.23%	+4.75%
3 months	-0.53%	+11.80%
6 months	+4.46%	+3.35%
1 year	+14.68%	+22.35%
5 years(CAGR)	-1.09%	+1.07%
10 years(CAGR)	+1.75%	+8.03%
Max(CAGR)	+5.25%	+8.03%

VMO

+0.23%

Winner

ROBT

+4.75%

VMO

-0.53%

Winner

ROBT

+11.80%

Winner

VMO

+4.46%

ROBT

+3.35%

VMO

+14.68%

Winner

ROBT

+22.35%

5Y(CAGR)

VMO

-1.09%

Winner

ROBT

+1.07%

10Y(CAGR)

VMO

+1.75%

Winner

ROBT

+8.03%

Max(CAGR)

VMO

+5.25%

Winner

ROBT

+8.03%

VMO vs ROBT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VMO	ROBT
2026	+4.00%	+5.91%
2025	+5.81%	+15.34%
2024	+7.97%	+2.49%
2023	+2.47%	+26.95%
2022	-24.59%	-35.40%
2021	+12.34%	+10.39%
2020	+8.49%	+44.44%
2019	+13.99%	+33.76%
2018	-4.38%	-13.97%
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 ROBT Drawdown Comparison

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

The maximum drawdown for ROBT was -44.47%, occurring on Oct 14, 2022. Recovery took 1329 trading sessions.

The current VMO drawdown is -8.37%. The current ROBT drawdown is -7.83%.

Rank	VMO	ROBT
#1	-50.02% Apr 23, 2007 - Sep 4, 2009	-44.47% Feb 12, 2021 - Jun 1, 2026
#2	-37.68% Jan 3, 2022 - Oct 25, 2023	-37.13% Feb 12, 2020 - Jul 6, 2020
#3	-26.16% Oct 8, 2012 - Dec 10, 2015	-25.09% Sep 14, 2018 - Apr 10, 2019
#4	-25.48% Feb 20, 2020 - Aug 17, 2020	-9.38% Jul 24, 2019 - Dec 13, 2019
#5	-19.84% Dec 3, 2010 - Nov 15, 2011	-9.34% May 3, 2019 - Jul 24, 2019
#6	-19.20% Mar 8, 2004 - Mar 24, 2006	-8.89% Sep 2, 2020 - Oct 9, 2020
#7	-17.50% Jul 8, 2016 - Jul 31, 2019	-8.66% Mar 12, 2018 - Aug 9, 2018
#8	-11.93% Nov 5, 2010 - Dec 3, 2010	-7.83% Jun 2, 2026 - Jun 5, 2026
#9	-11.09% Jun 13, 2003 - Jan 6, 2004	-6.76% Oct 13, 2020 - Nov 5, 2020
#10	-10.05% Oct 6, 2009 - Mar 5, 2010	-5.19% Jan 27, 2021 - Feb 5, 2021
#11	-9.94% Feb 1, 2012 - Jul 5, 2012	-4.19% Jan 23, 2020 - Feb 6, 2020
#12	-9.79% Nov 5, 1999 - Jul 26, 2000	-3.24% Feb 26, 2018 - Mar 6, 2018
#13	-9.37% Oct 3, 2002 - Feb 21, 2003	-2.26% Jul 20, 2020 - Jul 29, 2020
#14	-8.51% Apr 28, 2006 - Dec 4, 2006	-2.24% Aug 29, 2018 - Sep 14, 2018
#15	-7.13% Feb 15, 2002 - Jun 4, 2002	-2.00% Aug 9, 2018 - Aug 21, 2018

Correlation

Correlation between VMO and ROBT is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2000 - 2026)

VMO vs ROBT dividend yield comparison.

Year	VMO	ROBT
2026	3.23%	0.00%
2025	7.84%	0.00%
2024	6.44%	0.68%
2023	4.47%	0.23%
2022	5.69%	0.35%
2021	4.64%	0.06%
2020	4.66%	0.17%
2019	4.94%	0.42%
2018	5.95%	0.44%
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%