# Invesco Pennsylvania Value Municipal Income Trust (VPV) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

Invesco Pennsylvania Value Municipal Income Trust (VPV) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: VPV +6.76%, SPY +92.05%. Regime VPV BEAR · SPY BULL. As of Oct 9, 2026. Research only.

- Interactive: https://www.lopjlb.com/vs/VPV/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=VPV%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| VPV | +6.76% | -33.04% | +7.07% |
| SPY | +92.05% | -24.49% | +14.86% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| VPV | +10.09% | +10.32% | +44.67% | +6.76% |
| SPY | +17.26% | +38.01% | +86.77% | +92.05% |

## Annual

| Year | VPV | SPY |
|---|---:|---:|
| YTD | +7.07% | +14.86% |
| 2025 | +8.84% | +18.01% |
| 2024 | +9.08% | +25.59% |
| 2023 | +5.14% | +26.73% |
| 2022 | -25.85% | -18.64% |
| 2021 | +6.14% | +9.92% |

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Research context only. Not personalized investment advice.