OIDYX vs. VOO
Compare and contrast key facts about Invesco International Diversified Fund (OIDYX) and Vanguard S&P 500 ETF (VOO).
OIDYX is managed by Invesco. It was launched on Sep 26, 2005. 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: OIDYX or VOO.
Correlation
The correlation between OIDYX and VOO 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. VOO - Performance Comparison
Key characteristics
OIDYX:
-0.00
VOO:
1.76
OIDYX:
0.09
VOO:
2.37
OIDYX:
1.01
VOO:
1.32
OIDYX:
-0.00
VOO:
2.66
OIDYX:
-0.00
VOO:
11.10
OIDYX:
6.02%
VOO:
2.02%
OIDYX:
13.21%
VOO:
12.79%
OIDYX:
-61.01%
VOO:
-33.99%
OIDYX:
-32.94%
VOO:
-2.11%
Returns By Period
In the year-to-date period, OIDYX achieves a 5.91% return, which is significantly higher than VOO's 2.40% return. Over the past 10 years, OIDYX has underperformed VOO with an annualized return of 1.93%, while VOO has yielded a comparatively higher 13.03% annualized return.
OIDYX
5.91%
2.68%
-6.01%
-1.38%
-2.07%
1.93%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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OIDYX vs. VOO - Expense Ratio Comparison
OIDYX has a 0.19% expense ratio, which is higher than VOO's 0.03% 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. VOO — Risk-Adjusted Performance Rank
OIDYX
VOO
OIDYX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco International Diversified Fund (OIDYX) 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
OIDYX vs. VOO - Dividend Comparison
OIDYX's dividend yield for the trailing twelve months is around 1.89%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OIDYX Invesco International Diversified Fund | 1.89% | 2.00% | 0.38% | 0.67% | 0.84% | 0.91% | 0.95% | 1.18% | 0.66% | 0.71% | 1.22% | 0.94% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
OIDYX vs. VOO - Drawdown Comparison
The maximum OIDYX drawdown since its inception was -61.01%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for OIDYX and VOO. For additional features, visit the drawdowns tool.
Volatility
OIDYX vs. VOO - Volatility Comparison
Invesco International Diversified Fund (OIDYX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.41% and 3.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.