EEMO vs. VFIAX
Compare and contrast key facts about Invesco S&P Emerging Markets Momentum ETF (EEMO) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
EEMO is a passively managed fund by Invesco that tracks the performance of the S&P Momentum Emerging Plus LargeMidCap Index. It was launched on Feb 24, 2012. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EEMO or VFIAX.
Correlation
The correlation between EEMO and VFIAX is 0.49, 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
EEMO vs. VFIAX - Performance Comparison
Key characteristics
EEMO:
0.17
VFIAX:
1.87
EEMO:
0.32
VFIAX:
2.52
EEMO:
1.04
VFIAX:
1.34
EEMO:
0.10
VFIAX:
2.82
EEMO:
0.55
VFIAX:
11.69
EEMO:
4.68%
VFIAX:
2.04%
EEMO:
15.11%
VFIAX:
12.76%
EEMO:
-48.46%
VFIAX:
-55.20%
EEMO:
-21.10%
VFIAX:
-0.42%
Returns By Period
In the year-to-date period, EEMO achieves a -1.65% return, which is significantly lower than VFIAX's 4.19% return. Over the past 10 years, EEMO has underperformed VFIAX with an annualized return of 1.28%, while VFIAX has yielded a comparatively higher 13.24% annualized return.
EEMO
-1.65%
-0.81%
-5.72%
3.10%
1.55%
1.28%
VFIAX
4.19%
1.24%
10.52%
24.42%
14.65%
13.24%
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EEMO vs. VFIAX - Expense Ratio Comparison
EEMO has a 0.31% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
EEMO vs. VFIAX — Risk-Adjusted Performance Rank
EEMO
VFIAX
EEMO vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P Emerging Markets Momentum ETF (EEMO) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
EEMO vs. VFIAX - Dividend Comparison
EEMO's dividend yield for the trailing twelve months is around 2.62%, more than VFIAX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EEMO Invesco S&P Emerging Markets Momentum ETF | 2.62% | 2.57% | 3.65% | 3.82% | 1.51% | 1.53% | 2.13% | 13.11% | 5.13% | 1.55% | 2.92% | 2.35% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.19% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
EEMO vs. VFIAX - Drawdown Comparison
The maximum EEMO drawdown since its inception was -48.46%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for EEMO and VFIAX. For additional features, visit the drawdowns tool.
Volatility
EEMO vs. VFIAX - Volatility Comparison
Invesco S&P Emerging Markets Momentum ETF (EEMO) has a higher volatility of 4.43% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 3.00%. This indicates that EEMO's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.