VTN vs AAPU

Comparison between Invesco Trust For Investment Grade New York Municipals (VTN, ETF) and DIREXION DAILY AAPL BULL 2X SHARES (AAPU, ETF).

VTN vs AAPU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VTN(ETF)	AAPU(ETF)
Net Assets	$161M	$161M
Max Drawdown	60.53%	60.55%
Sharpe Ratio	1.25	1.68
5Y Beta	0.15	2.18
5Y Dividends CAGR	8.17%	N/A

Net Assets

Winner

VTN

$161M

AAPU

$161M

Max Drawdown

Winner

VTN

60.53%

AAPU

60.55%

Sharpe Ratio

VTN

1.25

Winner

AAPU

1.68

5Y Beta

Winner

VTN

0.15

AAPU

2.18

5Y Dividends CAGR

VTN

8.17%

AAPU

N/A

VTN vs AAPU - Historical Returns

Returns include dividend reinvestment.

Period	VTN	AAPU
1 month	+1.86%	+19.73%
3 months	+2.38%	+45.81%
6 months	+2.50%	+62.18%
1 year	+18.13%	+106.27%
5 years(CAGR)	+1.87%	N/A
10 years(CAGR)	+1.47%	N/A
Max(CAGR)	+5.07%	+23.84%

VTN

+1.86%

Winner

AAPU

+19.73%

VTN

+2.38%

Winner

AAPU

+45.81%

VTN

+2.50%

Winner

AAPU

+62.18%

VTN

+18.13%

Winner

AAPU

+106.27%

5Y(CAGR)

VTN

+1.87%

AAPU

N/A

10Y(CAGR)

VTN

+1.47%

AAPU

N/A

Max(CAGR)

VTN

+5.07%

Winner

AAPU

+23.84%

VTN vs AAPU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VTN	AAPU
2026	+2.74%	+34.70%
2025	+16.23%	+2.37%
2024	+6.93%	+67.66%
2023	+6.97%	+78.52%
2022	-21.06%	-32.82%
2021	+6.91%	N/A
2020	+0.64%	N/A
2019	+17.36%	N/A
2018	-8.08%	N/A
2017	+8.10%	N/A
2016	-3.98%	N/A
2015	+13.27%	N/A
2014	+10.33%	N/A
2013	-17.12%	N/A
2012	+16.04%	N/A
2011	+20.82%	N/A
2010	+1.78%	N/A
2009	+62.82%	N/A
2008	-32.73%	N/A
2007	-6.62%	N/A
2006	+10.89%	N/A
2005	+5.58%	N/A
2004	-6.92%	N/A
2003	+10.96%	N/A
2002	+12.30%	N/A
2001	+6.54%	N/A
2000	+16.38%	N/A
1999	-8.13%	N/A

VTN vs AAPU Drawdown Comparison

The maximum drawdown for VTN was -49.29%, occurring on Dec 15, 2008. Recovery took 585 trading sessions.

The maximum drawdown for AAPU was -58.62%, occurring on Apr 8, 2025. Recovery took 233 trading sessions.

The current VTN drawdown is -2.85%. The current AAPU drawdown is -3.58%.

Rank	VTN	AAPU
#1	-49.29% May 11, 2007 - Sep 4, 2009	-58.62% Dec 26, 2024 - Dec 2, 2025
#2	-33.61% Jul 29, 2021 - Oct 16, 2025	-41.79% Aug 17, 2022 - Jun 12, 2023
#3	-29.17% Feb 19, 2020 - Apr 29, 2021	-28.96% Dec 2, 2025 - May 13, 2026
#4	-22.31% Mar 24, 2004 - Dec 29, 2006	-28.50% Jul 31, 2023 - Jun 7, 2024
#5	-21.67% Jan 10, 2013 - Nov 27, 2015	-24.72% Jun 2, 2026 - Jul 15, 2026
#6	-19.89% Jul 27, 2016 - Jan 30, 2020	-23.12% Jul 16, 2024 - Dec 3, 2024
#7	-17.68% Nov 5, 2010 - Sep 23, 2011	-8.81% Jun 17, 2024 - Jul 2, 2024
#8	-11.39% Feb 13, 2026 - Mar 27, 2026	-4.74% Jun 30, 2023 - Jul 19, 2023
#9	-10.21% Nov 1, 1999 - Jul 5, 2000	-4.59% Jul 10, 2024 - Jul 15, 2024
#10	-10.02% Oct 2, 2002 - Jan 3, 2003	-4.40% Dec 17, 2024 - Dec 20, 2024
#11	-8.50% Oct 6, 2009 - Jan 19, 2010	-4.11% Jul 17, 2026 - Jul 20, 2026
#12	-8.28% Feb 13, 2012 - Jul 9, 2012	-4.00% May 28, 2026 - Jun 2, 2026
#13	-7.61% Jul 9, 2003 - Dec 4, 2003	-3.79% Jun 7, 2024 - Jun 11, 2024
#14	-7.20% Feb 8, 2002 - Jun 7, 2002	-2.46% Jul 19, 2023 - Jul 28, 2023
#15	-6.70% Sep 13, 2000 - Dec 29, 2000	-1.92% Jun 15, 2023 - Jun 22, 2023

Correlation

Correlation between VTN and AAPU is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2000 - 2026)

VTN vs AAPU dividend yield comparison.

Year	VTN	AAPU
2026	4.24%	0.88%
2025	7.14%	8.66%
2024	6.39%	14.58%
2023	3.87%	2.32%
2022	5.07%	0.79%
2021	4.21%	0.00%
2020	4.21%	0.00%
2019	4.54%	0.00%
2018	5.76%	0.00%
2017	5.02%	0.00%
2016	5.99%	0.00%
2015	5.60%	0.00%
2014	6.51%	0.00%
2013	7.70%	0.00%
2012	6.08%	0.00%
2011	6.61%	0.00%
2010	7.40%	0.00%
2009	6.20%	0.00%
2008	9.05%	0.00%
2007	5.63%	0.00%
2006	5.79%	0.00%
2005	7.93%	0.00%
2004	7.20%	0.00%
2003	8.87%	0.00%
2002	8.66%	0.00%
2001	6.89%	0.00%
2000	4.24%	0.00%