VMO vs TUA

Comparison between Invesco Municipal Opportunity Trust (VMO, ETF) and SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF (TUA, ETF).

VMO vs TUA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VMO(ETF)	TUA(ETF)
Net Assets	$658M	$660M
Expense Ratio	N/A	0.25%
Max Drawdown	59.97%	23.32%
Sharpe Ratio	1.17	-1.14
5Y Beta	0.19	-0.06
5Y Dividends CAGR	4.97%	N/A

Net Assets

VMO

$658M

Winner

TUA

$660M

Expense Ratio

VMO

N/A

TUA

0.25%

Max Drawdown

VMO

59.97%

Winner

TUA

23.32%

Sharpe Ratio

Winner

VMO

1.17

TUA

-1.14

5Y Beta

VMO

0.19

Winner

TUA

-0.06

5Y Dividends CAGR

VMO

4.97%

TUA

N/A

VMO vs TUA - Historical Returns

Returns include dividend reinvestment.

Period	VMO	TUA
1 month	+2.42%	+2.09%
3 months	+3.09%	-0.04%
6 months	+1.62%	-4.99%
1 year	+14.70%	-3.46%
5 years(CAGR)	-0.96%	N/A
10 years(CAGR)	+1.62%	N/A
Max(CAGR)	+5.32%	-1.24%

Winner

VMO

+2.42%

TUA

+2.09%

Winner

VMO

+3.09%

TUA

-0.04%

Winner

VMO

+1.62%

TUA

-4.99%

Winner

VMO

+14.70%

TUA

-3.46%

5Y(CAGR)

VMO

-0.96%

TUA

N/A

10Y(CAGR)

VMO

+1.62%

TUA

N/A

Max(CAGR)

Winner

VMO

+5.32%

TUA

-1.24%

VMO vs TUA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VMO	TUA
2026	+7.21%	-5.03%
2025	+5.81%	+7.17%
2024	+7.97%	-2.92%
2023	+2.47%	-2.33%
2022	-24.59%	-0.81%
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 TUA Drawdown Comparison

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

The maximum drawdown for TUA was -15.84%, occurring on Oct 17, 2023. This drawdown has not yet recovered.

The current VMO drawdown is -5.54%. The current TUA drawdown is -9.74%.

Rank	VMO	TUA
#1	-50.02% Apr 23, 2007 - Sep 4, 2009	-15.84% Mar 24, 2023 - Oct 17, 2023
#2	-37.68% Jan 3, 2022 - Oct 25, 2023	-9.27% Jan 18, 2023 - Mar 13, 2023
#3	-26.16% Oct 8, 2012 - Dec 10, 2015	-2.81% Mar 17, 2023 - Mar 23, 2023
#4	-25.48% Feb 20, 2020 - Aug 17, 2020	-2.63% Dec 16, 2022 - Jan 12, 2023
#5	-19.84% Dec 3, 2010 - Nov 15, 2011	-2.47% Mar 15, 2023 - Mar 17, 2023
#6	-19.20% Mar 8, 2004 - Mar 24, 2006	-2.15% Mar 13, 2023 - Mar 15, 2023
#7	-17.50% Jul 8, 2016 - Jul 31, 2019	-1.50% Nov 16, 2022 - Dec 1, 2022
#8	-11.93% Nov 5, 2010 - Dec 3, 2010	-1.48% Dec 1, 2022 - Dec 13, 2022
#9	-11.09% Jun 13, 2003 - Jan 6, 2004	-0.80% Jan 12, 2023 - Jan 18, 2023
#10	-10.05% Oct 6, 2009 - Mar 5, 2010	-0.20% Dec 14, 2022 - Dec 16, 2022
#11	-9.94% Feb 1, 2012 - Jul 5, 2012	N/A
#12	-9.79% Nov 5, 1999 - Jul 26, 2000	N/A
#13	-9.37% Oct 3, 2002 - Feb 21, 2003	N/A
#14	-8.51% Apr 28, 2006 - Dec 4, 2006	N/A
#15	-7.13% Feb 15, 2002 - Jun 4, 2002	N/A

Correlation

Correlation between VMO and TUA is 0.30 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.30

-101

Dividend Comparison (2000 - 2026)

VMO vs TUA dividend yield comparison.

Year	VMO	TUA
2026	5.12%	1.46%
2025	7.84%	3.84%
2024	6.44%	5.19%
2023	4.47%	4.83%
2022	5.69%	0.15%
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%