AACFX vs. VTI
Compare and contrast key facts about Invesco Greater China Fund (AACFX) and Vanguard Total Stock Market ETF (VTI).
AACFX is managed by Invesco. It was launched on Mar 30, 2006. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AACFX or VTI.
Correlation
The correlation between AACFX and VTI is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AACFX vs. VTI - Performance Comparison
Key characteristics
AACFX:
0.17
VTI:
1.92
AACFX:
0.40
VTI:
2.56
AACFX:
1.05
VTI:
1.35
AACFX:
0.07
VTI:
2.88
AACFX:
0.39
VTI:
12.48
AACFX:
10.23%
VTI:
1.98%
AACFX:
23.62%
VTI:
12.86%
AACFX:
-72.17%
VTI:
-55.45%
AACFX:
-51.63%
VTI:
-3.99%
Returns By Period
In the year-to-date period, AACFX achieves a 1.69% return, which is significantly lower than VTI's 23.66% return. Over the past 10 years, AACFX has underperformed VTI with an annualized return of -0.55%, while VTI has yielded a comparatively higher 12.48% annualized return.
AACFX
1.69%
-2.38%
-4.26%
3.25%
-6.16%
-0.55%
VTI
23.66%
-0.38%
8.51%
23.75%
13.89%
12.48%
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AACFX vs. VTI - Expense Ratio Comparison
AACFX has a 1.55% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
AACFX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Greater China Fund (AACFX) and Vanguard Total Stock Market ETF (VTI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AACFX vs. VTI - Dividend Comparison
AACFX has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.29%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AACFX Invesco Greater China Fund | 0.00% | 1.94% | 1.62% | 0.06% | 0.00% | 1.04% | 1.04% | 0.54% | 0.73% | 1.07% | 0.45% | 1.01% |
VTI Vanguard Total Stock Market ETF | 1.29% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
AACFX vs. VTI - Drawdown Comparison
The maximum AACFX drawdown since its inception was -72.17%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for AACFX and VTI. For additional features, visit the drawdowns tool.
Volatility
AACFX vs. VTI - Volatility Comparison
Invesco Greater China Fund (AACFX) has a higher volatility of 7.83% compared to Vanguard Total Stock Market ETF (VTI) at 3.85%. This indicates that AACFX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.