AIIEX vs. SCHF

In the year-to-date period, AIIEX achieves a 9.33% return, which is significantly lower than SCHF's 15.46% return. Over the past 10 years, AIIEX has underperformed SCHF with an annualized return of 4.02%, while SCHF has yielded a comparatively higher 6.95% annualized return.

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AIIEX has a 1.35% expense ratio, which is higher than SCHF's 0.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco EQV International Equity Fund (AIIEX) and Schwab International Equity ETF (SCHF). 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.

The current AIIEX Sharpe Ratio is 0.23, which is lower than the SCHF Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of AIIEX and SCHF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AIIEX's dividend yield for the trailing twelve months is around 6.93%, more than SCHF's 2.83% yield.

The maximum AIIEX drawdown since its inception was -58.30%, which is greater than SCHF's maximum drawdown of -34.64%. Use the drawdown chart below to compare losses from any high point for AIIEX and SCHF. For additional features, visit the drawdowns tool.

The current volatility for Invesco EQV International Equity Fund (AIIEX) is 3.01%, while Schwab International Equity ETF (SCHF) has a volatility of 3.17%. This indicates that AIIEX experiences smaller price fluctuations and is considered to be less risky than SCHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.