VMO vs SFY
Comparison between Invesco Municipal Opportunity Trust (VMO, ETF) and SOFI SELECT 500 ETF (SFY, ETF).
5-Year PerformanceSFY has outperformed VMO, delivering a return of +13.3% compared to -1.0%
VMO vs SFY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VMO vs SFY - Historical Returns
Returns include dividend reinvestment.
VMO vs SFY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VMO | SFY |
|---|---|---|
| 2026 | +7.21% | +14.56% |
| 2025 | +5.81% | +22.30% |
| 2024 | +7.97% | +30.12% |
| 2023 | +2.47% | +29.00% |
| 2022 | -24.59% | -24.38% |
| 2021 | +12.34% | +28.54% |
| 2020 | +8.49% | +22.23% |
| 2019 | +13.99% | +12.42% |
| 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 SFY Drawdown Comparison
The maximum drawdown for VMO was -50.02%, occurring on Dec 16, 2008. Recovery took 599 trading sessions.
The maximum drawdown for SFY was -33.25%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current VMO drawdown is -5.54%. The current SFY drawdown is -2.38%.
| Rank | VMO | SFY |
|---|---|---|
| #1 | -50.02% Apr 23, 2007 - Sep 4, 2009 | -33.25% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -37.68% Jan 3, 2022 - Oct 25, 2023 | -28.36% Dec 27, 2021 - Feb 7, 2024 |
| #3 | -26.16% Oct 8, 2012 - Dec 10, 2015 | -21.04% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -25.48% Feb 20, 2020 - Aug 17, 2020 | -11.20% Jul 10, 2024 - Sep 24, 2024 |
| #5 | -19.84% Dec 3, 2010 - Nov 15, 2011 | -10.79% Jan 28, 2026 - Apr 14, 2026 |
| #6 | -19.20% Mar 8, 2004 - Mar 24, 2006 | -9.18% Sep 2, 2020 - Nov 13, 2020 |
| #7 | -17.50% Jul 8, 2016 - Jul 31, 2019 | -7.34% Apr 29, 2019 - Jun 20, 2019 |
| #8 | -11.93% Nov 5, 2010 - Dec 3, 2010 | -7.01% Jun 2, 2026 - Aug 7, 2026 |
| #9 | -11.09% Jun 13, 2003 - Jan 6, 2004 | -6.50% Oct 29, 2025 - Jan 12, 2026 |
| #10 | -10.05% Oct 6, 2009 - Mar 5, 2010 | -6.31% Jul 26, 2019 - Oct 28, 2019 |
| #11 | -9.94% Feb 1, 2012 - Jul 5, 2012 | -5.99% Sep 3, 2021 - Oct 21, 2021 |
| #12 | -9.79% Nov 5, 1999 - Jul 26, 2000 | -5.37% Mar 28, 2024 - May 14, 2024 |
| #13 | -9.37% Oct 3, 2002 - Feb 21, 2003 | -5.16% Feb 16, 2021 - Apr 1, 2021 |
| #14 | -8.51% Apr 28, 2006 - Dec 4, 2006 | -4.70% Dec 6, 2024 - Jan 22, 2025 |
| #15 | -7.13% Feb 15, 2002 - Jun 4, 2002 | -4.65% Nov 19, 2021 - Dec 27, 2021 |
Correlation
Correlation between VMO and SFY is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2000 - 2026)
VMO vs SFY dividend yield comparison.
| Year | VMO | SFY |
|---|---|---|
| 2026 | 5.12% | 0.42% |
| 2025 | 7.84% | 0.96% |
| 2024 | 6.44% | 0.60% |
| 2023 | 4.47% | 0.28% |
| 2022 | 5.69% | 0.32% |
| 2021 | 4.64% | 0.18% |
| 2020 | 4.66% | 0.24% |
| 2019 | 4.94% | 0.20% |
| 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% |
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