AIIEX vs. VOO
Compare and contrast key facts about Invesco EQV International Equity Fund (AIIEX) and Vanguard S&P 500 ETF (VOO).
AIIEX is managed by Invesco. It was launched on Apr 6, 1992. 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: AIIEX or VOO.
Correlation
The correlation between AIIEX and VOO is 0.81, 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
AIIEX vs. VOO - Performance Comparison
Key characteristics
AIIEX:
-0.08
VOO:
0.57
AIIEX:
0.02
VOO:
0.92
AIIEX:
1.00
VOO:
1.13
AIIEX:
-0.03
VOO:
0.58
AIIEX:
-0.18
VOO:
2.42
AIIEX:
7.24%
VOO:
4.51%
AIIEX:
17.48%
VOO:
19.17%
AIIEX:
-58.30%
VOO:
-33.99%
AIIEX:
-37.96%
VOO:
-10.56%
Returns By Period
In the year-to-date period, AIIEX achieves a 2.91% return, which is significantly higher than VOO's -6.43% return. Over the past 10 years, AIIEX has underperformed VOO with an annualized return of -3.38%, while VOO has yielded a comparatively higher 12.02% annualized return.
AIIEX
2.91%
-1.66%
-5.58%
-2.43%
-2.38%
-3.38%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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AIIEX vs. VOO - Expense Ratio Comparison
AIIEX has a 1.35% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AIIEX vs. VOO — Risk-Adjusted Performance Rank
AIIEX
VOO
AIIEX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco EQV International Equity Fund (AIIEX) 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
AIIEX vs. VOO - Dividend Comparison
AIIEX's dividend yield for the trailing twelve months is around 2.74%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIIEX Invesco EQV International Equity Fund | 2.74% | 2.82% | 0.63% | 0.00% | 2.01% | 0.92% | 2.01% | 1.03% | 1.65% | 1.23% | 1.24% | 1.43% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
AIIEX vs. VOO - Drawdown Comparison
The maximum AIIEX drawdown since its inception was -58.30%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AIIEX and VOO. For additional features, visit the drawdowns tool.
Volatility
AIIEX vs. VOO - Volatility Comparison
The current volatility for Invesco EQV International Equity Fund (AIIEX) is 10.43%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.97%. This indicates that AIIEX 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.