ACEIX vs. VUSA.L
Compare and contrast key facts about Invesco Equity and Income Fund (ACEIX) and Vanguard S&P 500 UCITS ETF (VUSA.L).
ACEIX is managed by Invesco. It was launched on Aug 2, 1960. VUSA.L is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 TR USD. It was launched on May 22, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACEIX or VUSA.L.
Key characteristics
| ACEIX | VUSA.L | |
|---|---|---|
| YTD Return | 5.12% | 10.99% |
| 1Y Return | 15.74% | 29.05% |
| 3Y Return (Ann) | 3.37% | 12.94% |
| 5Y Return (Ann) | 8.26% | 15.84% |
| 10Y Return (Ann) | 6.84% | 16.44% |
| Sharpe Ratio | 1.90 | 2.68 |
| Daily Std Dev | 8.10% | 10.83% |
| Max Drawdown | -40.32% | -25.47% |
| Current Drawdown | -1.86% | 0.00% |
Correlation
The correlation between ACEIX and VUSA.L is 0.58, 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
ACEIX vs. VUSA.L - Performance Comparison
In the year-to-date period, ACEIX achieves a 5.12% return, which is significantly lower than VUSA.L's 10.99% return. Over the past 10 years, ACEIX has underperformed VUSA.L with an annualized return of 6.84%, while VUSA.L has yielded a comparatively higher 16.44% 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. VUSA.L - Expense Ratio Comparison
ACEIX has a 0.78% expense ratio, which is higher than VUSA.L's 0.07% expense ratio.
Risk-Adjusted Performance
ACEIX vs. VUSA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Equity and Income Fund (ACEIX) and Vanguard S&P 500 UCITS ETF (VUSA.L). 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. VUSA.L - Dividend Comparison
ACEIX's dividend yield for the trailing twelve months is around 6.60%, more than VUSA.L's 1.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACEIX Invesco Equity and Income Fund | 6.60% | 6.91% | 6.65% | 13.74% | 2.94% | 6.27% | 8.91% | 6.73% | 4.50% | 2.36% | 11.94% | 7.41% |
VUSA.L Vanguard S&P 500 UCITS ETF | 1.42% | 1.56% | 1.73% | 1.45% | 1.83% | 1.90% | 2.26% | 2.09% | 2.10% | 2.65% | 2.44% | 2.55% |
Drawdowns
ACEIX vs. VUSA.L - Drawdown Comparison
The maximum ACEIX drawdown since its inception was -40.32%, which is greater than VUSA.L's maximum drawdown of -25.47%. Use the drawdown chart below to compare losses from any high point for ACEIX and VUSA.L. For additional features, visit the drawdowns tool.
Volatility
ACEIX vs. VUSA.L - Volatility Comparison
The current volatility for Invesco Equity and Income Fund (ACEIX) is 2.35%, while Vanguard S&P 500 UCITS ETF (VUSA.L) has a volatility of 4.90%. This indicates that ACEIX experiences smaller price fluctuations and is considered to be less risky than VUSA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.