Correlation
The correlation between LCEAX and VOO is 0.86, 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.
LCEAX vs. VOO
Compare and contrast key facts about Invesco Diversified Dividend Fund (LCEAX) and Vanguard S&P 500 ETF (VOO).
LCEAX is managed by Invesco. It was launched on Dec 31, 2001. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCEAX or VOO.
Performance
LCEAX vs. VOO - Performance Comparison
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Key characteristics
LCEAX:
-0.08
VOO:
0.72
LCEAX:
0.13
VOO:
1.14
LCEAX:
1.02
VOO:
1.17
LCEAX:
0.01
VOO:
0.76
LCEAX:
0.02
VOO:
2.87
LCEAX:
8.85%
VOO:
4.94%
LCEAX:
18.00%
VOO:
19.55%
LCEAX:
-53.71%
VOO:
-33.99%
LCEAX:
-16.65%
VOO:
-2.99%
Returns By Period
In the year-to-date period, LCEAX achieves a 2.71% return, which is significantly higher than VOO's 1.48% return. Over the past 10 years, LCEAX has underperformed VOO with an annualized return of 1.73%, while VOO has yielded a comparatively higher 12.96% annualized return.
LCEAX
2.71%
2.18%
-11.17%
-1.44%
-0.68%
1.99%
1.73%
VOO
1.48%
4.65%
-1.16%
13.95%
14.76%
15.43%
12.96%
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LCEAX vs. VOO - Expense Ratio Comparison
LCEAX has a 0.81% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
LCEAX vs. VOO — Risk-Adjusted Performance Rank
LCEAX
VOO
LCEAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Diversified Dividend Fund (LCEAX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
LCEAX vs. VOO - Dividend Comparison
LCEAX's dividend yield for the trailing twelve months is around 11.64%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCEAX Invesco Diversified Dividend Fund | 11.64% | 12.00% | 7.87% | 12.23% | 18.25% | 3.76% | 5.02% | 7.74% | 2.52% | 4.08% | 5.89% | 3.49% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
LCEAX vs. VOO - Drawdown Comparison
The maximum LCEAX drawdown since its inception was -53.71%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LCEAX and VOO.
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Volatility
LCEAX vs. VOO - Volatility Comparison
The current volatility for Invesco Diversified Dividend Fund (LCEAX) is 3.93%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.83%. This indicates that LCEAX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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