ACCBX vs. SXR8.DE
Compare and contrast key facts about Invesco Corporate Bond Fund (ACCBX) and iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE).
ACCBX is managed by Invesco. It was launched on Sep 23, 1971. SXR8.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 19, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACCBX or SXR8.DE.
Correlation
The correlation between ACCBX and SXR8.DE is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ACCBX vs. SXR8.DE - Performance Comparison
Key characteristics
ACCBX:
0.62
SXR8.DE:
2.21
ACCBX:
0.91
SXR8.DE:
3.04
ACCBX:
1.11
SXR8.DE:
1.44
ACCBX:
0.21
SXR8.DE:
3.39
ACCBX:
1.79
SXR8.DE:
14.75
ACCBX:
1.89%
SXR8.DE:
1.90%
ACCBX:
5.40%
SXR8.DE:
12.64%
ACCBX:
-25.13%
SXR8.DE:
-33.78%
ACCBX:
-10.51%
SXR8.DE:
-0.96%
Returns By Period
In the year-to-date period, ACCBX achieves a 0.16% return, which is significantly lower than SXR8.DE's 2.84% return. Over the past 10 years, ACCBX has underperformed SXR8.DE with an annualized return of 2.07%, while SXR8.DE has yielded a comparatively higher 13.91% annualized return.
ACCBX
0.16%
0.32%
-0.17%
3.70%
-0.66%
2.07%
SXR8.DE
2.84%
1.22%
22.96%
28.40%
15.34%
13.91%
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ACCBX vs. SXR8.DE - Expense Ratio Comparison
ACCBX has a 0.72% expense ratio, which is higher than SXR8.DE's 0.12% expense ratio.
Risk-Adjusted Performance
ACCBX vs. SXR8.DE — Risk-Adjusted Performance Rank
ACCBX
SXR8.DE
ACCBX vs. SXR8.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Corporate Bond Fund (ACCBX) and iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE). 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
ACCBX vs. SXR8.DE - Dividend Comparison
ACCBX's dividend yield for the trailing twelve months is around 4.62%, while SXR8.DE has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACCBX Invesco Corporate Bond Fund | 4.62% | 5.05% | 4.53% | 3.88% | 2.84% | 3.08% | 3.66% | 4.16% | 3.57% | 3.67% | 3.91% | 3.96% |
SXR8.DE iShares Core S&P 500 UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ACCBX vs. SXR8.DE - Drawdown Comparison
The maximum ACCBX drawdown since its inception was -25.13%, smaller than the maximum SXR8.DE drawdown of -33.78%. Use the drawdown chart below to compare losses from any high point for ACCBX and SXR8.DE. For additional features, visit the drawdowns tool.
Volatility
ACCBX vs. SXR8.DE - Volatility Comparison
The current volatility for Invesco Corporate Bond Fund (ACCBX) is 1.45%, while iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) has a volatility of 4.41%. This indicates that ACCBX experiences smaller price fluctuations and is considered to be less risky than SXR8.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.