FTCHX vs. ROBO
Compare and contrast key facts about Invesco Technology Fund (FTCHX) and ROBO Global Robotics & Automation Index ETF (ROBO).
FTCHX is managed by Invesco. It was launched on Jan 18, 1984. ROBO is a passively managed fund by Exchange Traded Concepts that tracks the performance of the ROBO Global Robotics and Automation TR Index. It was launched on Oct 22, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTCHX or ROBO.
Correlation
The correlation between FTCHX and ROBO is 0.83, 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
FTCHX vs. ROBO - Performance Comparison
Key characteristics
FTCHX:
0.37
ROBO:
-0.20
FTCHX:
0.70
ROBO:
-0.11
FTCHX:
1.10
ROBO:
0.99
FTCHX:
0.38
ROBO:
-0.13
FTCHX:
1.12
ROBO:
-0.61
FTCHX:
10.19%
ROBO:
8.20%
FTCHX:
31.13%
ROBO:
25.00%
FTCHX:
-88.28%
ROBO:
-43.65%
FTCHX:
-16.77%
ROBO:
-26.95%
Returns By Period
In the year-to-date period, FTCHX achieves a -10.47% return, which is significantly lower than ROBO's -7.04% return. Over the past 10 years, FTCHX has outperformed ROBO with an annualized return of 11.72%, while ROBO has yielded a comparatively lower 7.23% annualized return.
FTCHX
-10.47%
19.54%
-4.77%
7.68%
11.25%
11.72%
ROBO
-7.04%
15.07%
-7.05%
-6.83%
6.20%
7.23%
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FTCHX vs. ROBO - Expense Ratio Comparison
FTCHX has a 0.91% expense ratio, which is lower than ROBO's 0.95% expense ratio.
Risk-Adjusted Performance
FTCHX vs. ROBO — Risk-Adjusted Performance Rank
FTCHX
ROBO
FTCHX vs. ROBO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Technology Fund (FTCHX) and ROBO Global Robotics & Automation Index ETF (ROBO). 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
FTCHX vs. ROBO - Dividend Comparison
FTCHX's dividend yield for the trailing twelve months is around 15.18%, more than ROBO's 0.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTCHX Invesco Technology Fund | 15.18% | 13.59% | 0.80% | 1.60% | 27.66% | 7.06% | 9.58% | 9.01% | 4.14% | 6.98% | 0.00% | 14.35% |
ROBO ROBO Global Robotics & Automation Index ETF | 0.59% | 0.55% | 0.05% | 0.00% | 0.18% | 0.20% | 0.37% | 0.37% | 0.02% | 0.19% | 0.28% | 0.28% |
Drawdowns
FTCHX vs. ROBO - Drawdown Comparison
The maximum FTCHX drawdown since its inception was -88.28%, which is greater than ROBO's maximum drawdown of -43.65%. Use the drawdown chart below to compare losses from any high point for FTCHX and ROBO. For additional features, visit the drawdowns tool.
Volatility
FTCHX vs. ROBO - Volatility Comparison
Invesco Technology Fund (FTCHX) has a higher volatility of 14.32% compared to ROBO Global Robotics & Automation Index ETF (ROBO) at 12.44%. This indicates that FTCHX's price experiences larger fluctuations and is considered to be riskier than ROBO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.