OIDYX vs. VEU
Compare and contrast key facts about Invesco International Diversified Fund (OIDYX) and Vanguard FTSE All-World ex-US ETF (VEU).
OIDYX is managed by Invesco. It was launched on Sep 26, 2005. VEU is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World ex US Index. It was launched on Mar 2, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OIDYX or VEU.
Correlation
The correlation between OIDYX and VEU is 0.79, 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
OIDYX vs. VEU - Performance Comparison
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Key characteristics
OIDYX:
0.05
VEU:
0.67
OIDYX:
0.20
VEU:
1.09
OIDYX:
1.03
VEU:
1.15
OIDYX:
0.02
VEU:
0.86
OIDYX:
0.13
VEU:
2.68
OIDYX:
7.89%
VEU:
4.37%
OIDYX:
16.40%
VEU:
16.91%
OIDYX:
-61.01%
VEU:
-61.52%
OIDYX:
-30.86%
VEU:
0.00%
Returns By Period
In the year-to-date period, OIDYX achieves a 9.20% return, which is significantly lower than VEU's 12.10% return. Over the past 10 years, OIDYX has underperformed VEU with an annualized return of 1.67%, while VEU has yielded a comparatively higher 5.22% annualized return.
OIDYX
9.20%
10.21%
2.17%
0.83%
1.45%
1.67%
VEU
12.10%
9.49%
10.46%
11.32%
11.73%
5.22%
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OIDYX vs. VEU - Expense Ratio Comparison
OIDYX has a 0.19% expense ratio, which is higher than VEU's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
OIDYX vs. VEU — Risk-Adjusted Performance Rank
OIDYX
VEU
OIDYX vs. VEU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco International Diversified Fund (OIDYX) and Vanguard FTSE All-World ex-US ETF (VEU). 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
OIDYX vs. VEU - Dividend Comparison
OIDYX's dividend yield for the trailing twelve months is around 1.84%, less than VEU's 2.86% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
OIDYX Invesco International Diversified Fund | 1.84% | 2.00% | 0.38% | 0.67% | 0.84% | 0.91% | 0.95% | 1.18% | 0.66% | 0.71% | 1.22% | 0.94% |
VEU Vanguard FTSE All-World ex-US ETF | 2.86% | 3.24% | 3.32% | 3.12% | 3.07% | 2.00% | 3.10% | 3.27% | 2.66% | 2.96% | 2.95% | 3.52% |
Drawdowns
OIDYX vs. VEU - Drawdown Comparison
The maximum OIDYX drawdown since its inception was -61.01%, roughly equal to the maximum VEU drawdown of -61.52%. Use the drawdown chart below to compare losses from any high point for OIDYX and VEU. For additional features, visit the drawdowns tool.
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Volatility
OIDYX vs. VEU - Volatility Comparison
The current volatility for Invesco International Diversified Fund (OIDYX) is 3.12%, while Vanguard FTSE All-World ex-US ETF (VEU) has a volatility of 3.32%. This indicates that OIDYX experiences smaller price fluctuations and is considered to be less risky than VEU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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