EQTIX vs. SCAUX
Compare and contrast key facts about Shelton Equity Income Fund (EQTIX) and Invesco Income Advantage U.S. Fund (SCAUX).
EQTIX is managed by Shelton Capital Management. It was launched on Sep 3, 1996. SCAUX is managed by Invesco. It was launched on Mar 30, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EQTIX or SCAUX.
Correlation
The correlation between EQTIX and SCAUX is 0.92, 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
EQTIX vs. SCAUX - Performance Comparison
Key characteristics
EQTIX:
1.83
SCAUX:
2.00
EQTIX:
2.51
SCAUX:
2.70
EQTIX:
1.34
SCAUX:
1.40
EQTIX:
3.01
SCAUX:
2.91
EQTIX:
10.57
SCAUX:
12.54
EQTIX:
1.67%
SCAUX:
1.48%
EQTIX:
9.66%
SCAUX:
9.28%
EQTIX:
-54.79%
SCAUX:
-63.35%
EQTIX:
-0.73%
SCAUX:
0.00%
Returns By Period
In the year-to-date period, EQTIX achieves a 3.21% return, which is significantly lower than SCAUX's 3.40% return. Over the past 10 years, EQTIX has underperformed SCAUX with an annualized return of 2.08%, while SCAUX has yielded a comparatively higher 4.26% annualized return.
EQTIX
3.21%
3.21%
9.82%
18.94%
7.53%
2.08%
SCAUX
3.40%
3.40%
9.77%
19.43%
6.11%
4.26%
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EQTIX vs. SCAUX - Expense Ratio Comparison
EQTIX has a 0.72% expense ratio, which is lower than SCAUX's 1.05% expense ratio.
Risk-Adjusted Performance
EQTIX vs. SCAUX — Risk-Adjusted Performance Rank
EQTIX
SCAUX
EQTIX vs. SCAUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Equity Income Fund (EQTIX) and Invesco Income Advantage U.S. Fund (SCAUX). 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
EQTIX vs. SCAUX - Dividend Comparison
EQTIX's dividend yield for the trailing twelve months is around 9.22%, more than SCAUX's 6.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQTIX Shelton Equity Income Fund | 9.22% | 9.51% | 8.56% | 8.38% | 9.67% | 9.54% | 4.71% | 3.35% | 3.06% | 1.81% | 1.92% | 1.55% |
SCAUX Invesco Income Advantage U.S. Fund | 6.18% | 6.35% | 6.61% | 6.67% | 2.27% | 1.57% | 1.40% | 1.17% | 2.24% | 2.67% | 3.33% | 2.85% |
Drawdowns
EQTIX vs. SCAUX - Drawdown Comparison
The maximum EQTIX drawdown since its inception was -54.79%, smaller than the maximum SCAUX drawdown of -63.35%. Use the drawdown chart below to compare losses from any high point for EQTIX and SCAUX. For additional features, visit the drawdowns tool.
Volatility
EQTIX vs. SCAUX - Volatility Comparison
Shelton Equity Income Fund (EQTIX) and Invesco Income Advantage U.S. Fund (SCAUX) have volatilities of 2.93% and 2.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.