VPV vs WAGN
Comparison between Invesco Pennsylvania Value Municipal Income Trust (VPV, ETF) and PABRAI WAGONS ETF (WAGN, ETF).
VPV vs WAGN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VPV
$193M
Winner
WAGN
$193M
Expense Ratio
VPV
N/A
WAGN
0.90%
Max Drawdown
VPV
57.33%
Winner
WAGN
5.79%
Sharpe Ratio
Winner
VPV
1.87
WAGN
0.62
5Y Beta
Winner
VPV
0.16
WAGN
0.70
5Y Dividends CAGR
VPV
6.10%
WAGN
N/A
VPV vs WAGN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VPV
+3.24%
WAGN
+2.42%
3M
Winner
VPV
+7.70%
WAGN
+6.26%
6M
VPV
+13.36%
WAGN
N/A
1Y
VPV
+23.96%
WAGN
N/A
5Y(CAGR)
VPV
+2.42%
WAGN
N/A
10Y(CAGR)
VPV
+3.34%
WAGN
N/A
Max(CAGR)
VPV
+5.59%
Winner
WAGN
+14.99%
VPV vs WAGN - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VPV | WAGN |
|---|---|---|
| 2026 | +11.99% | +4.82% |
| 2025 | +8.79% | N/A |
| 2024 | +9.04% | N/A |
| 2023 | +5.12% | N/A |
| 2022 | -25.87% | N/A |
| 2021 | +14.20% | N/A |
| 2020 | +1.31% | N/A |
| 2019 | +17.66% | N/A |
| 2018 | +1.56% | N/A |
| 2017 | +4.53% | N/A |
| 2016 | -0.01% | N/A |
| 2015 | -1.05% | N/A |
| 2014 | +21.34% | N/A |
| 2013 | -17.17% | N/A |
| 2012 | +14.44% | N/A |
| 2011 | +19.54% | N/A |
| 2010 | +5.70% | N/A |
| 2009 | +52.27% | N/A |
| 2008 | -31.63% | N/A |
| 2007 | -3.46% | N/A |
| 2006 | +8.68% | N/A |
| 2005 | -10.57% | N/A |
| 2004 | +5.78% | N/A |
| 2003 | +10.48% | N/A |
| 2002 | +13.64% | N/A |
| 2001 | +17.81% | N/A |
| 2000 | +10.61% | N/A |
| 1999 | -4.50% | N/A |
VPV vs WAGN Drawdown Comparison
The maximum drawdown for VPV was -45.08%, occurring on Dec 12, 2008. Recovery took 636 trading sessions.
The maximum drawdown for WAGN was -5.79%, occurring on Mar 20, 2026. Recovery took 39 trading sessions.
The current VPV drawdown is -1.13%. The current WAGN drawdown is -4.15%.
| Rank | VPV | WAGN |
|---|---|---|
| #1 | -45.08% Mar 14, 2007 - Sep 21, 2009 | -5.79% Feb 13, 2026 - Apr 13, 2026 |
| #2 | -33.06% Dec 31, 2021 - Feb 12, 2026 | -5.19% Apr 22, 2026 - Jun 1, 2026 |
| #3 | -29.89% Nov 29, 2019 - Feb 8, 2021 | -5.17% Jun 2, 2026 - Jun 10, 2026 |
| #4 | -26.93% Nov 30, 2012 - Apr 5, 2016 | -0.26% Feb 11, 2026 - Feb 13, 2026 |
| #5 | -19.07% Oct 29, 2010 - Sep 14, 2011 | -0.20% Apr 15, 2026 - Apr 17, 2026 |
| #6 | -17.99% Mar 10, 2004 - Dec 28, 2004 | -0.15% Feb 9, 2026 - Feb 11, 2026 |
| #7 | -15.98% Jul 1, 2016 - Apr 10, 2019 | -0.13% Apr 13, 2026 - Apr 15, 2026 |
| #8 | -14.21% Dec 28, 2004 - Feb 8, 2007 | N/A |
| #9 | -12.13% Jun 17, 2003 - Jan 9, 2004 | N/A |
| #10 | -8.77% Aug 8, 2000 - Jan 3, 2001 | N/A |
| #11 | -7.88% Feb 4, 2000 - Jul 3, 2000 | N/A |
| #12 | -7.68% Mar 9, 2012 - May 3, 2012 | N/A |
| #13 | -7.67% Aug 16, 2002 - May 2, 2003 | N/A |
| #14 | -7.65% Oct 8, 2009 - Jan 7, 2010 | N/A |
| #15 | -7.30% Jul 30, 2012 - Sep 25, 2012 | N/A |
Correlation
Correlation between VPV and WAGN is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
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