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:
0.17
VOO:
0.75
OIDYX:
0.35
VOO:
1.15
OIDYX:
1.04
VOO:
1.17
OIDYX:
0.07
VOO:
0.77
OIDYX:
0.35
VOO:
3.04
OIDYX:
7.79%
VOO:
4.72%
OIDYX:
16.42%
VOO:
19.15%
OIDYX:
-61.01%
VOO:
-33.99%
OIDYX:
-32.20%
VOO:
-7.30%
Returns By Period
In the year-to-date period, OIDYX achieves a 7.10% return, which is significantly higher than VOO's -3.02% return. Over the past 10 years, OIDYX has underperformed VOO with an annualized return of 1.80%, while VOO has yielded a comparatively higher 12.54% annualized return.
OIDYX
7.10%
12.80%
-0.58%
0.26%
1.08%
1.80%
VOO
-3.02%
11.86%
-0.14%
12.28%
16.47%
12.54%
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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 1.87%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OIDYX Invesco International Diversified Fund | 1.87% | 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 | 1.34% | 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
The current volatility for Invesco International Diversified Fund (OIDYX) is 9.81%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.90%. This indicates that OIDYX 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.