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.
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.
Performance
LCEAX vs. VOO - Performance Comparison
Key characteristics
LCEAX:
-0.25
VOO:
0.32
LCEAX:
-0.20
VOO:
0.57
LCEAX:
0.97
VOO:
1.08
LCEAX:
-0.17
VOO:
0.32
LCEAX:
-0.57
VOO:
1.42
LCEAX:
7.51%
VOO:
4.19%
LCEAX:
17.55%
VOO:
18.73%
LCEAX:
-53.71%
VOO:
-33.99%
LCEAX:
-22.26%
VOO:
-13.85%
Returns By Period
In the year-to-date period, LCEAX achieves a -4.21% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, LCEAX has underperformed VOO with an annualized return of 1.00%, while VOO has yielded a comparatively higher 11.61% annualized return.
LCEAX
-4.21%
-5.74%
-14.77%
-4.84%
2.46%
1.00%
VOO
-9.88%
-6.64%
-9.35%
7.75%
15.13%
11.61%
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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.
Dividends
LCEAX vs. VOO - Dividend Comparison
LCEAX's dividend yield for the trailing twelve months is around 1.65%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCEAX Invesco Diversified Dividend Fund | 1.65% | 1.66% | 1.90% | 2.07% | 2.08% | 2.24% | 2.25% | 2.61% | 1.78% | 1.62% | 1.72% | 1.50% |
VOO Vanguard S&P 500 ETF | 1.44% | 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. For additional features, visit the drawdowns tool.
Volatility
LCEAX vs. VOO - Volatility Comparison
The current volatility for Invesco Diversified Dividend Fund (LCEAX) is 10.30%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. 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.