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:
-0.39
VOO:
0.32
ACGIX:
-0.38
VOO:
0.57
ACGIX:
0.94
VOO:
1.08
ACGIX:
-0.23
VOO:
0.32
ACGIX:
-0.92
VOO:
1.42
ACGIX:
8.18%
VOO:
4.19%
ACGIX:
19.55%
VOO:
18.73%
ACGIX:
-55.39%
VOO:
-33.99%
ACGIX:
-30.65%
VOO:
-13.85%
Returns By Period
In the year-to-date period, ACGIX achieves a -8.47% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, ACGIX has underperformed VOO with an annualized return of -1.58%, while VOO has yielded a comparatively higher 11.66% annualized return.
ACGIX
-8.47%
-8.98%
-17.10%
-7.34%
3.74%
-1.58%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
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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 1.41%, less than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACGIX Invesco Growth and Income Fund | 1.41% | 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 | 1.44% | 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 12.51%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. 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.