FTCHX vs. VADDX
Compare and contrast key facts about Invesco Technology Fund (FTCHX) and Invesco Equally-Weighted S&P 500 Fund (VADDX).
FTCHX is managed by Invesco. It was launched on Jan 18, 1984. VADDX is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weight Index. It was launched on Jul 28, 1997.
Performance
FTCHX vs. VADDX - Performance Comparison
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FTCHX vs. VADDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTCHX Invesco Technology Fund | 0.39% | 20.77% | 34.49% | 47.38% | -39.96% | 13.00% | 46.14% | 35.62% | -0.88% | 34.78% |
VADDX Invesco Equally-Weighted S&P 500 Fund | 0.61% | 11.16% | 12.68% | 13.58% | -11.86% | 29.27% | 12.56% | 28.92% | -7.96% | 18.55% |
Returns By Period
In the year-to-date period, FTCHX achieves a 0.39% return, which is significantly lower than VADDX's 0.61% return. Over the past 10 years, FTCHX has outperformed VADDX with an annualized return of 16.66%, while VADDX has yielded a comparatively lower 10.94% annualized return.
FTCHX
- 1D
- 5.79%
- 1M
- -7.82%
- YTD
- 0.39%
- 6M
- 1.56%
- 1Y
- 42.77%
- 3Y*
- 26.80%
- 5Y*
- 9.55%
- 10Y*
- 16.66%
VADDX
- 1D
- 2.06%
- 1M
- -5.82%
- YTD
- 0.61%
- 6M
- 1.75%
- 1Y
- 12.48%
- 3Y*
- 11.64%
- 5Y*
- 7.70%
- 10Y*
- 10.94%
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FTCHX vs. VADDX - Expense Ratio Comparison
FTCHX has a 0.91% expense ratio, which is higher than VADDX's 0.27% expense ratio.
Return for Risk
FTCHX vs. VADDX — Risk / Return Rank
FTCHX
VADDX
FTCHX vs. VADDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Technology Fund (FTCHX) and Invesco Equally-Weighted S&P 500 Fund (VADDX). 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.
| FTCHX | VADDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 0.74 | +0.71 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.15 | +0.84 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.16 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.78 | 0.93 | +1.85 |
Martin ratioReturn relative to average drawdown | 9.46 | 4.21 | +5.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FTCHX | VADDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 0.74 | +0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.48 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.59 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.46 | -0.12 |
Correlation
The correlation between FTCHX and VADDX is 0.75, 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.
Dividends
FTCHX vs. VADDX - Dividend Comparison
FTCHX's dividend yield for the trailing twelve months is around 26.45%, more than VADDX's 10.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTCHX Invesco Technology Fund | 26.45% | 26.56% | 13.59% | 0.80% | 1.60% | 27.66% | 7.06% | 9.58% | 9.01% | 4.14% | 6.98% | 6.88% |
VADDX Invesco Equally-Weighted S&P 500 Fund | 10.03% | 10.09% | 8.88% | 4.86% | 8.45% | 9.92% | 6.38% | 4.68% | 7.13% | 2.97% | 0.30% | 2.98% |
Drawdowns
FTCHX vs. VADDX - Drawdown Comparison
The maximum FTCHX drawdown since its inception was -87.78%, which is greater than VADDX's maximum drawdown of -60.12%. Use the drawdown chart below to compare losses from any high point for FTCHX and VADDX.
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Drawdown Indicators
| FTCHX | VADDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.78% | -60.12% | -27.66% |
Max Drawdown (1Y)Largest decline over 1 year | -14.29% | -12.61% | -1.68% |
Max Drawdown (5Y)Largest decline over 5 years | -47.89% | -21.58% | -26.31% |
Max Drawdown (10Y)Largest decline over 10 years | -47.89% | -39.39% | -8.50% |
Current DrawdownCurrent decline from peak | -9.33% | -5.99% | -3.34% |
Average DrawdownAverage peak-to-trough decline | -36.55% | -7.03% | -29.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 2.80% | +1.40% |
Volatility
FTCHX vs. VADDX - Volatility Comparison
Invesco Technology Fund (FTCHX) has a higher volatility of 13.28% compared to Invesco Equally-Weighted S&P 500 Fund (VADDX) at 4.48%. This indicates that FTCHX's price experiences larger fluctuations and is considered to be riskier than VADDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FTCHX | VADDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.28% | 4.48% | +8.80% |
Volatility (6M)Calculated over the trailing 6-month period | 22.72% | 8.88% | +13.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.92% | 17.25% | +13.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.55% | 16.30% | +12.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.15% | 18.54% | +7.61% |