IEGAX vs. VTIP
Compare and contrast key facts about Invesco EQV International Small Company Fund (IEGAX) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP).
IEGAX is managed by Invesco. It was launched on Aug 30, 2000. VTIP is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L). It was launched on Oct 12, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IEGAX or VTIP.
Correlation
The correlation between IEGAX and VTIP is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IEGAX vs. VTIP - Performance Comparison
Key characteristics
IEGAX:
0.39
VTIP:
3.67
IEGAX:
0.61
VTIP:
5.81
IEGAX:
1.07
VTIP:
1.79
IEGAX:
0.22
VTIP:
8.04
IEGAX:
1.00
VTIP:
24.02
IEGAX:
4.35%
VTIP:
0.25%
IEGAX:
11.22%
VTIP:
1.65%
IEGAX:
-73.20%
VTIP:
-6.27%
IEGAX:
-12.53%
VTIP:
0.00%
Returns By Period
In the year-to-date period, IEGAX achieves a 7.29% return, which is significantly higher than VTIP's 1.34% return. Over the past 10 years, IEGAX has outperformed VTIP with an annualized return of 3.04%, while VTIP has yielded a comparatively lower 2.70% annualized return.
IEGAX
7.29%
6.90%
-1.83%
4.25%
5.35%
3.04%
VTIP
1.34%
0.76%
2.40%
6.08%
3.58%
2.70%
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IEGAX vs. VTIP - Expense Ratio Comparison
IEGAX has a 1.49% expense ratio, which is higher than VTIP's 0.04% expense ratio.
Risk-Adjusted Performance
IEGAX vs. VTIP — Risk-Adjusted Performance Rank
IEGAX
VTIP
IEGAX vs. VTIP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco EQV International Small Company Fund (IEGAX) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP). 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
IEGAX vs. VTIP - Dividend Comparison
IEGAX's dividend yield for the trailing twelve months is around 1.28%, less than VTIP's 2.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEGAX Invesco EQV International Small Company Fund | 1.28% | 1.37% | 2.14% | 1.92% | 1.81% | 0.50% | 2.35% | 2.24% | 2.69% | 2.39% | 1.22% | 1.51% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 2.67% | 2.70% | 3.36% | 6.84% | 4.68% | 1.20% | 1.95% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
Drawdowns
IEGAX vs. VTIP - Drawdown Comparison
The maximum IEGAX drawdown since its inception was -73.20%, which is greater than VTIP's maximum drawdown of -6.27%. Use the drawdown chart below to compare losses from any high point for IEGAX and VTIP. For additional features, visit the drawdowns tool.
Volatility
IEGAX vs. VTIP - Volatility Comparison
Invesco EQV International Small Company Fund (IEGAX) has a higher volatility of 3.05% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 0.45%. This indicates that IEGAX's price experiences larger fluctuations and is considered to be riskier than VTIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.