MSIGX vs. VTI

In the year-to-date period, MSIGX achieves a 0.93% return, which is significantly higher than VTI's 0.62% return. Over the past 10 years, MSIGX has outperformed VTI with an annualized return of 13.26%, while VTI has yielded a comparatively lower 12.10% annualized return.

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MSIGX has a 0.82% expense ratio, which is higher than VTI's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Main Street Fund (MSIGX) and Vanguard Total Stock Market ETF (VTI). 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.

The current MSIGX Sharpe Ratio is 0.50, which is comparable to the VTI Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of MSIGX and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MSIGX's dividend yield for the trailing twelve months is around 6.01%, more than VTI's 1.29% yield.

The maximum MSIGX drawdown since its inception was -54.88%, roughly equal to the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for MSIGX and VTI. For additional features, visit the drawdowns tool.

The current volatility for Invesco Main Street Fund (MSIGX) is 5.79%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 6.15%. This indicates that MSIGX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.