VVR vs BLW

Comparison between Invesco Senior Income Trust (VVR, ETF) and BlackRock Ltd Duration Income Trust (BLW, ETF).

5-Year PerformanceVVR has outperformed BLW, delivering a return of +5.0% compared to +3.7%

VVR vs BLW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VVR(ETF)	BLW(ETF)
Net Assets	$517M	$518M
Max Drawdown	79.46%	53.45%
Sharpe Ratio	-0.74	-0.34
5Y Beta	0.41	0.29
5Y Dividends CAGR	11.58%	4.57%

Net Assets

VVR

$517M

Winner

BLW

$518M

Max Drawdown

VVR

79.46%

Winner

BLW

53.45%

Sharpe Ratio

VVR

-0.74

Winner

BLW

-0.34

5Y Beta

VVR

0.41

Winner

BLW

0.29

5Y Dividends CAGR

Winner

VVR

11.58%

BLW

4.57%

VVR vs BLW - Historical Returns

Returns include dividend reinvestment.

Period	VVR	BLW
1 month	+1.32%	+5.59%
3 months	-1.03%	+2.27%
6 months	-3.31%	-2.14%
1 year	-7.98%	+0.63%
5 years(CAGR)	+4.97%	+3.66%
10 years(CAGR)	+5.64%	+6.57%
Max(CAGR)	+4.06%	+6.36%

VVR

+1.32%

Winner

BLW

+5.59%

VVR

-1.03%

Winner

BLW

+2.27%

VVR

-3.31%

Winner

BLW

-2.14%

VVR

-7.98%

Winner

BLW

+0.63%

5Y(CAGR)

Winner

VVR

+4.97%

BLW

+3.66%

10Y(CAGR)

VVR

+5.64%

Winner

BLW

+6.57%

Max(CAGR)

VVR

+4.06%

Winner

BLW

+6.36%

VVR vs BLW - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VVR	BLW
2026	-0.67%	-0.76%
2025	-6.86%	+6.59%
2024	+8.01%	+10.99%
2023	+20.83%	+17.58%
2022	-1.32%	-13.83%
2021	+17.85%	+15.47%
2020	-0.61%	+5.10%
2019	+14.90%	+29.26%
2018	-6.85%	-10.83%
2017	-0.24%	+10.73%
2016	+24.32%	+15.15%
2015	-4.52%	+0.64%
2014	-2.92%	-0.89%
2013	+3.58%	-0.84%
2012	+27.58%	+22.20%
2011	-3.18%	+6.25%
2010	+15.92%	+19.07%
2009	+67.32%	+41.15%
2008	-58.92%	-25.24%
2007	-13.25%	-8.08%
2006	+22.63%	+19.10%
2005	-1.38%	-8.69%
2004	+1.63%	+15.50%
2003	+33.74%	-2.24%
2002	+1.60%	N/A
2001	+5.87%	N/A
2000	+3.10%	N/A
1999	-10.09%	N/A

VVR vs BLW Drawdown Comparison

The maximum drawdown for VVR was -73.76%, occurring on Dec 15, 2008. Recovery took 1440 trading sessions.

The maximum drawdown for BLW was -44.04%, occurring on Oct 10, 2008. Recovery took 723 trading sessions.

The current VVR drawdown is -13.45%. The current BLW drawdown is -3.08%.

Rank	VVR	BLW
#1	-73.76% Jun 19, 2007 - Mar 8, 2013	-44.04% Apr 16, 2007 - Feb 26, 2010
#2	-55.89% Feb 19, 2020 - Jan 14, 2021	-41.88% Jan 24, 2020 - Nov 24, 2020
#3	-23.07% May 10, 2013 - Dec 9, 2016	-26.26% Nov 12, 2021 - Mar 1, 2024
#4	-19.49% Feb 28, 2025 - Apr 7, 2025	-16.95% Jun 29, 2011 - Mar 23, 2012
#5	-18.97% Sep 21, 2000 - Apr 2, 2003	-14.04% May 24, 2013 - May 27, 2016
#6	-14.53% Jan 18, 2022 - Feb 15, 2023	-13.50% Jan 16, 2018 - Apr 11, 2019
#7	-12.46% May 10, 2017 - Feb 28, 2019	-13.28% Feb 7, 2005 - Feb 21, 2006
#8	-12.22% Mar 6, 2023 - Aug 11, 2023	-11.64% Apr 1, 2004 - Sep 22, 2004
#9	-12.03% Nov 16, 1999 - Jul 27, 2000	-11.19% Feb 18, 2026 - Mar 30, 2026
#10	-10.75% Sep 12, 2024 - Feb 18, 2025	-11.09% May 3, 2010 - Jul 26, 2010
#11	-10.69% Mar 8, 2005 - May 26, 2006	-10.56% Mar 3, 2025 - May 13, 2025
#12	-9.01% Apr 7, 2004 - Feb 4, 2005	-10.46% Nov 8, 2010 - Mar 29, 2011
#13	-7.29% Oct 10, 2023 - Dec 1, 2023	-6.43% May 11, 2012 - Jun 26, 2012
#14	-6.35% May 21, 2024 - Jul 12, 2024	-6.10% Oct 26, 2012 - Nov 23, 2012
#15	-5.36% Jun 29, 2021 - Sep 15, 2021	-5.78% Mar 27, 2012 - May 1, 2012

Correlation

Correlation between VVR and BLW is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (1999 - 2026)

VVR vs BLW dividend yield comparison.

Year	VVR	BLW
2026	7.99%	6.19%
2025	13.94%	9.89%
2024	13.06%	9.39%
2023	11.54%	8.63%
2022	11.46%	8.26%
2021	7.22%	6.99%
2020	6.71%	7.39%
2019	6.22%	6.27%
2018	6.68%	7.14%
2017	5.95%	6.24%
2016	6.41%	9.68%
2015	7.97%	8.26%
2014	7.11%	8.24%
2013	7.26%	7.47%
2012	6.25%	7.55%
2011	6.73%	8.05%
2010	6.52%	6.68%
2009	7.46%	6.60%
2008	21.18%	12.65%
2007	10.55%	10.28%
2006	7.89%	7.85%
2005	6.89%	8.76%
2004	5.07%	7.62%
2003	4.42%	3.30%
2002	6.88%	0.00%
2001	9.57%	0.00%
2000	11.27%	0.00%
1999	1.76%	0.00%