Astoria US Equal Weight Quality Kings ETF (ROE) vs Invesco California Value Municipal Income Trust (VCV)

Over the past 3 years, VCV lagged ROE — 9.34% vs 23.75% annualized total return (price plus dividends).

A side-by-side comparison of Astoria US Equal Weight Quality Kings ETF and Invesco California Value Municipal Income Trust across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 2, 2026. Differences are shown without an overall score or investment verdict.

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Total return — ROE vs VCV

growth of $100 · dividends reinvested · last 3y
ROE +77.1% (+21.0%/yr)VCV +13.5% (+4.3%/yr)ROE compounded faster over this window
80100120140160180Start $100202420252026$177$114
ROE VCV

Metrics side by side

Did VCV beat ROE?

Over the past 3 years, VCV lagged ROE — 9.34% vs 23.75% annualized total return (price plus dividends).

Total return (annualized)

MetricROEVCV
Total return (1Y)24.38%-8.11%
Total return CAGR (3Y)23.75%9.34%
Total return CAGR (5Y)N/A-2.50%
Total return CAGR (10Y)N/A1.05%

ROE is an index fund, so valuation, profitability, and per-company growth metrics don't apply — the head-to-head here is total return (price plus reinvested dividends).

Frequently asked

Has VCV beaten ROE?
Over the past 3 years, VCV lagged ROE — 9.34% vs 23.75% annualized total return (price plus dividends).

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 2, 2026.