OARDX vs. VADAX
Compare and contrast key facts about Invesco Rising Dividends Fund (OARDX) and Invesco Equally-Weighted S&P 500 Fund Class A (VADAX).
OARDX is managed by Invesco. It was launched on Apr 30, 1980. VADAX is managed by Invesco.
Performance
OARDX vs. VADAX - Performance Comparison
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OARDX vs. VADAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OARDX Invesco Rising Dividends Fund | -6.85% | 17.43% | 19.40% | 17.73% | -12.68% | 26.52% | 13.34% | 29.59% | -6.55% | 17.48% |
VADAX Invesco Equally-Weighted S&P 500 Fund Class A | -1.47% | 10.89% | 12.40% | 13.29% | -12.07% | 28.93% | 12.30% | 28.59% | -8.19% | 18.26% |
Returns By Period
In the year-to-date period, OARDX achieves a -6.85% return, which is significantly lower than VADAX's -1.47% return. Over the past 10 years, OARDX has outperformed VADAX with an annualized return of 11.24%, while VADAX has yielded a comparatively lower 10.47% annualized return.
OARDX
- 1D
- -0.40%
- 1M
- -8.91%
- YTD
- -6.85%
- 6M
- -4.59%
- 1Y
- 11.58%
- 3Y*
- 13.69%
- 5Y*
- 10.28%
- 10Y*
- 11.24%
VADAX
- 1D
- -0.23%
- 1M
- -7.89%
- YTD
- -1.47%
- 6M
- -0.21%
- 1Y
- 10.07%
- 3Y*
- 10.61%
- 5Y*
- 7.23%
- 10Y*
- 10.47%
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OARDX vs. VADAX - Expense Ratio Comparison
OARDX has a 1.00% expense ratio, which is higher than VADAX's 0.52% expense ratio.
Return for Risk
OARDX vs. VADAX — Risk / Return Rank
OARDX
VADAX
OARDX vs. VADAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Rising Dividends Fund (OARDX) and Invesco Equally-Weighted S&P 500 Fund Class A (VADAX). 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.
| OARDX | VADAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.64 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.02 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.14 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.37 | 0.71 | -0.34 |
Martin ratioReturn relative to average drawdown | 1.55 | 3.23 | -1.68 |
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
| OARDX | VADAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.64 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.45 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.57 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.44 | -0.37 |
Correlation
The correlation between OARDX and VADAX is 0.92, 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
OARDX vs. VADAX - Dividend Comparison
OARDX's dividend yield for the trailing twelve months is around 8.64%, less than VADAX's 10.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OARDX Invesco Rising Dividends Fund | 8.64% | 8.07% | 12.72% | 7.63% | 6.04% | 12.60% | 2.49% | 4.06% | 9.13% | 10.38% | 6.04% | 7.42% |
VADAX Invesco Equally-Weighted S&P 500 Fund Class A | 10.36% | 10.21% | 8.77% | 4.69% | 8.49% | 9.80% | 6.21% | 4.49% | 6.90% | 2.76% | 0.30% | 2.77% |
Drawdowns
OARDX vs. VADAX - Drawdown Comparison
The maximum OARDX drawdown since its inception was -69.57%, which is greater than VADAX's maximum drawdown of -60.27%. Use the drawdown chart below to compare losses from any high point for OARDX and VADAX.
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Drawdown Indicators
| OARDX | VADAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.57% | -60.27% | -9.30% |
Max Drawdown (1Y)Largest decline over 1 year | -10.97% | -12.61% | +1.64% |
Max Drawdown (5Y)Largest decline over 5 years | -23.45% | -21.74% | -1.71% |
Max Drawdown (10Y)Largest decline over 10 years | -36.69% | -39.32% | +2.63% |
Current DrawdownCurrent decline from peak | -9.60% | -7.89% | -1.71% |
Average DrawdownAverage peak-to-trough decline | -16.52% | -7.13% | -9.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 2.78% | +0.72% |
Volatility
OARDX vs. VADAX - Volatility Comparison
The current volatility for Invesco Rising Dividends Fund (OARDX) is 3.54%, while Invesco Equally-Weighted S&P 500 Fund Class A (VADAX) has a volatility of 3.76%. This indicates that OARDX experiences smaller price fluctuations and is considered to be less risky than VADAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OARDX | VADAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 3.76% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 8.70% | -0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.42% | 17.17% | -0.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.77% | 16.27% | +0.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.18% | 18.53% | -0.35% |