ACGIX vs. VOO
Compare and contrast key facts about Invesco Growth and Income Fund (ACGIX) and Vanguard S&P 500 ETF (VOO).
ACGIX is managed by Invesco. It was launched on Aug 1, 1946. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACGIX or VOO.
Correlation
The correlation between ACGIX and VOO is 0.88, 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
ACGIX vs. VOO - Performance Comparison
Key characteristics
ACGIX:
0.44
VOO:
1.47
ACGIX:
0.63
VOO:
1.99
ACGIX:
1.11
VOO:
1.27
ACGIX:
0.25
VOO:
2.23
ACGIX:
1.20
VOO:
9.05
ACGIX:
5.48%
VOO:
2.08%
ACGIX:
14.82%
VOO:
12.84%
ACGIX:
-55.39%
VOO:
-33.99%
ACGIX:
-20.86%
VOO:
-3.08%
Returns By Period
In the year-to-date period, ACGIX achieves a 4.45% return, which is significantly higher than VOO's 1.40% return. Over the past 10 years, ACGIX has underperformed VOO with an annualized return of -0.19%, while VOO has yielded a comparatively higher 13.01% annualized return.
ACGIX
4.45%
-1.41%
-2.53%
5.92%
2.80%
-0.19%
VOO
1.40%
-1.79%
6.13%
17.41%
15.83%
13.01%
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ACGIX vs. VOO - Expense Ratio Comparison
ACGIX has a 0.80% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
ACGIX vs. VOO — Risk-Adjusted Performance Rank
ACGIX
VOO
ACGIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Growth and Income Fund (ACGIX) and Vanguard S&P 500 ETF (VOO). 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
ACGIX vs. VOO - Dividend Comparison
ACGIX's dividend yield for the trailing twelve months is around 1.23%, which matches VOO's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACGIX Invesco Growth and Income Fund | 1.23% | 1.29% | 1.76% | 1.70% | 1.14% | 1.82% | 1.87% | 2.01% | 1.86% | 1.62% | 1.68% | 2.03% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
ACGIX vs. VOO - Drawdown Comparison
The maximum ACGIX drawdown since its inception was -55.39%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ACGIX and VOO. For additional features, visit the drawdowns tool.
Volatility
ACGIX vs. VOO - Volatility Comparison
The current volatility for Invesco Growth and Income Fund (ACGIX) is 3.21%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.70%. This indicates that ACGIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.