ACGIX vs. VWRP.L
Compare and contrast key facts about Invesco Growth and Income Fund (ACGIX) and Vanguard FTSE All-World UCITS ETF (USD) Accumulating (VWRP.L).
ACGIX is managed by Invesco. It was launched on Aug 1, 1946. VWRP.L is a passively managed fund by Vanguard that tracks the performance of the MSCI ACWI NR USD. It was launched on Jul 23, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACGIX or VWRP.L.
Correlation
The correlation between ACGIX and VWRP.L is 0.60, 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
ACGIX vs. VWRP.L - Performance Comparison
Key characteristics
ACGIX:
0.79
VWRP.L:
2.27
ACGIX:
1.02
VWRP.L:
3.18
ACGIX:
1.18
VWRP.L:
1.43
ACGIX:
0.41
VWRP.L:
3.78
ACGIX:
2.47
VWRP.L:
16.47
ACGIX:
4.73%
VWRP.L:
1.39%
ACGIX:
14.87%
VWRP.L:
10.12%
ACGIX:
-55.39%
VWRP.L:
-25.10%
ACGIX:
-19.72%
VWRP.L:
-0.93%
Returns By Period
In the year-to-date period, ACGIX achieves a 5.95% return, which is significantly higher than VWRP.L's 3.56% return.
ACGIX
5.95%
5.95%
1.65%
12.73%
1.58%
0.38%
VWRP.L
3.56%
3.56%
11.44%
22.50%
12.30%
N/A
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ACGIX vs. VWRP.L - Expense Ratio Comparison
ACGIX has a 0.80% expense ratio, which is higher than VWRP.L's 0.22% expense ratio.
Risk-Adjusted Performance
ACGIX vs. VWRP.L — Risk-Adjusted Performance Rank
ACGIX
VWRP.L
ACGIX vs. VWRP.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Growth and Income Fund (ACGIX) and Vanguard FTSE All-World UCITS ETF (USD) Accumulating (VWRP.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
ACGIX vs. VWRP.L - Dividend Comparison
ACGIX's dividend yield for the trailing twelve months is around 1.22%, while VWRP.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACGIX Invesco Growth and Income Fund | 1.22% | 1.29% | 1.76% | 1.70% | 1.14% | 1.82% | 1.87% | 2.01% | 1.86% | 1.62% | 1.68% | 2.03% |
VWRP.L Vanguard FTSE All-World UCITS ETF (USD) Accumulating | 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
ACGIX vs. VWRP.L - Drawdown Comparison
The maximum ACGIX drawdown since its inception was -55.39%, which is greater than VWRP.L's maximum drawdown of -25.10%. Use the drawdown chart below to compare losses from any high point for ACGIX and VWRP.L. For additional features, visit the drawdowns tool.
Volatility
ACGIX vs. VWRP.L - Volatility Comparison
The current volatility for Invesco Growth and Income Fund (ACGIX) is 3.21%, while Vanguard FTSE All-World UCITS ETF (USD) Accumulating (VWRP.L) has a volatility of 3.62%. This indicates that ACGIX experiences smaller price fluctuations and is considered to be less risky than VWRP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.