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VVR vs SPY

Comparison between Invesco Senior Income Trust (VVR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed VVR, delivering a return of +13.3% compared to +4.8%

VVR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VVR
$533M
Winner
SPY
$735B
Expense Ratio
VVR
N/A
SPY
0.09%
Max Drawdown
VVR
79.46%
Winner
SPY
56.47%
Sharpe Ratio
VVR
-0.67
Winner
SPY
1.62
5Y Beta
Winner
VVR
0.42
SPY
1.00
P/E Ratio
VVR
N/A
SPY
28.99
Forward P/E
VVR
N/A
SPY
22.37
5Y Dividends CAGR
Winner
VVR
11.94%
SPY
5.43%
5Y EPS CAGR
VVR
N/A
SPY
26.05%
Debt to Equity
VVR
N/A
SPY
32.40%
P/S Ratio
VVR
N/A
SPY
3.74
P/B Ratio
VVR
N/A
SPY
5.61

VVR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
VVR
-1.01%
Winner
SPY
+1.90%
3M
VVR
-0.20%
Winner
SPY
+8.55%
6M
VVR
-1.99%
Winner
SPY
+8.18%
1Y
VVR
-8.04%
Winner
SPY
+25.79%
5Y(CAGR)
VVR
+4.81%
Winner
SPY
+13.32%
10Y(CAGR)
VVR
+5.92%
Winner
SPY
+15.19%
Max(CAGR)
VVR
+4.03%
Winner
SPY
+8.47%

VVR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVVRSPY
2026-1.93%+8.26%
2025-6.86%+18.00%
2024+8.01%+25.59%
2023+20.83%+26.72%
2022-1.32%-18.64%
2021+17.85%+30.52%
2020-0.61%+17.28%
2019+14.90%+31.09%
2018-6.85%-5.24%
2017-0.24%+20.78%
2016+24.32%+13.59%
2015-4.52%+1.31%
2014-2.92%+14.56%
2013+3.58%+29.00%
2012+27.58%+14.17%
2011-3.18%+0.85%
2010+15.92%+13.14%
2009+67.32%+22.67%
2008-58.92%-36.25%
2007-13.25%+5.32%
2006+22.63%+13.85%
2005-1.38%+5.32%
2004+1.63%+10.75%
2003+33.74%+24.18%
2002+1.60%-22.42%
2001+5.87%-10.13%
2000+3.10%-8.84%
1999-10.09%+8.61%

VVR vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current VVR drawdown is -14.55%. The current SPY drawdown is -2.90%.

RankVVRSPY
#1-73.76%
Jun 19, 2007 - Mar 8, 2013		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-55.89%
Feb 19, 2020 - Jan 14, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-23.07%
May 10, 2013 - Dec 9, 2016		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-19.49%
Feb 28, 2025 - Apr 7, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.97%
Sep 21, 2000 - Apr 2, 2003		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.53%
Jan 18, 2022 - Feb 15, 2023		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-12.46%
May 10, 2017 - Feb 28, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.22%
Mar 6, 2023 - Aug 11, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-12.03%
Nov 16, 1999 - Jul 27, 2000		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.75%
Sep 12, 2024 - Feb 18, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.69%
Mar 8, 2005 - May 26, 2006		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.01%
Apr 7, 2004 - Feb 4, 2005		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.29%
Oct 10, 2023 - Dec 1, 2023		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.35%
May 21, 2024 - Jul 12, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.36%
Jun 29, 2021 - Sep 15, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between VVR and SPY 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 SPY dividend yield comparison.

YearVVRSPY
20266.01%0.24%
202513.94%1.07%
202413.06%1.21%
202311.54%1.40%
202211.46%1.65%
20217.22%1.20%
20206.71%1.52%
20196.22%1.75%
20186.68%2.04%
20175.95%1.80%
20166.41%2.03%
20157.97%2.06%
20147.11%1.87%
20137.26%1.81%
20126.25%2.18%
20116.73%2.05%
20106.52%1.80%
20097.46%1.95%
200821.18%3.02%
200710.55%1.85%
20067.89%1.73%
20056.89%1.73%
20045.07%1.82%
20034.42%1.47%
20026.88%1.70%
20019.57%1.25%
200011.27%1.15%
19991.76%0.24%

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