ACEIX vs. VUG
Compare and contrast key facts about Invesco Equity and Income Fund (ACEIX) and Vanguard Growth ETF (VUG).
ACEIX is managed by Invesco. It was launched on Aug 2, 1960. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACEIX or VUG.
Key characteristics
| ACEIX | VUG | |
|---|---|---|
| YTD Return | 13.12% | 25.67% |
| 1Y Return | 21.75% | 39.48% |
| 3Y Return (Ann) | 5.27% | 9.55% |
| 5Y Return (Ann) | 9.60% | 19.21% |
| 10Y Return (Ann) | 7.62% | 16.25% |
| Sharpe Ratio | 2.66 | 2.30 |
| Sortino Ratio | 3.77 | 3.00 |
| Omega Ratio | 1.49 | 1.41 |
| Calmar Ratio | 1.93 | 2.09 |
| Martin Ratio | 15.59 | 11.54 |
| Ulcer Index | 1.41% | 3.39% |
| Daily Std Dev | 8.28% | 17.00% |
| Max Drawdown | -38.81% | -50.68% |
| Current Drawdown | 0.00% | -0.75% |
Correlation
The correlation between ACEIX and VUG is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ACEIX vs. VUG - Performance Comparison
In the year-to-date period, ACEIX achieves a 13.12% return, which is significantly lower than VUG's 25.67% return. Over the past 10 years, ACEIX has underperformed VUG with an annualized return of 7.62%, while VUG has yielded a comparatively higher 16.25% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ACEIX vs. VUG - Expense Ratio Comparison
ACEIX has a 0.78% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
ACEIX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Equity and Income Fund (ACEIX) and Vanguard Growth ETF (VUG). 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
ACEIX vs. VUG - Dividend Comparison
ACEIX's dividend yield for the trailing twelve months is around 6.22%, more than VUG's 0.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACEIX Invesco Equity and Income Fund | 6.22% | 6.91% | 6.65% | 13.74% | 2.94% | 6.27% | 8.91% | 6.73% | 4.50% | 2.36% | 11.94% | 7.41% |
VUG Vanguard Growth ETF | 0.50% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
ACEIX vs. VUG - Drawdown Comparison
The maximum ACEIX drawdown since its inception was -38.81%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for ACEIX and VUG. For additional features, visit the drawdowns tool.
Volatility
ACEIX vs. VUG - Volatility Comparison
The current volatility for Invesco Equity and Income Fund (ACEIX) is 1.98%, while Vanguard Growth ETF (VUG) has a volatility of 4.00%. This indicates that ACEIX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.