ACSTX vs. VUG
Compare and contrast key facts about Invesco Comstock Fund (ACSTX) and Vanguard Growth ETF (VUG).
ACSTX is managed by Invesco. It was launched on Oct 7, 1968. 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: ACSTX or VUG.
Key characteristics
| ACSTX | VUG | |
|---|---|---|
| YTD Return | 7.75% | 6.64% |
| 1Y Return | 21.06% | 37.04% |
| 3Y Return (Ann) | 11.01% | 6.89% |
| 5Y Return (Ann) | 11.69% | 15.93% |
| 10Y Return (Ann) | 8.60% | 14.77% |
| Sharpe Ratio | 1.69 | 2.18 |
| Daily Std Dev | 11.52% | 15.69% |
| Max Drawdown | -61.02% | -50.68% |
| Current Drawdown | -1.38% | -4.39% |
Correlation
The correlation between ACSTX and VUG is 0.78, 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
ACSTX vs. VUG - Performance Comparison
In the year-to-date period, ACSTX achieves a 7.75% return, which is significantly higher than VUG's 6.64% return. Over the past 10 years, ACSTX has underperformed VUG with an annualized return of 8.60%, while VUG has yielded a comparatively higher 14.77% 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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ACSTX vs. VUG - Expense Ratio Comparison
ACSTX has a 0.80% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
ACSTX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Comstock Fund (ACSTX) 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
ACSTX vs. VUG - Dividend Comparison
ACSTX's dividend yield for the trailing twelve months is around 7.86%, more than VUG's 0.56% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACSTX Invesco Comstock Fund | 7.86% | 8.44% | 13.00% | 8.66% | 2.05% | 7.42% | 10.03% | 3.60% | 7.81% | 10.64% | 1.59% | 1.18% |
VUG Vanguard Growth ETF | 0.56% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
ACSTX vs. VUG - Drawdown Comparison
The maximum ACSTX drawdown since its inception was -61.02%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for ACSTX and VUG. For additional features, visit the drawdowns tool.
Volatility
ACSTX vs. VUG - Volatility Comparison
The current volatility for Invesco Comstock Fund (ACSTX) is 3.35%, while Vanguard Growth ETF (VUG) has a volatility of 4.86%. This indicates that ACSTX 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.