PEY vs. USCRX
Compare and contrast key facts about Invesco High Yield Equity Dividend Achievers™ ETF (PEY) and USAA Cornerstone Moderately Aggressive Fund (USCRX).
PEY is a passively managed fund by Invesco that tracks the performance of the Dividend Achiever 50 Index. It was launched on Dec 9, 2004. USCRX is managed by Victory Capital. It was launched on Aug 14, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEY or USCRX.
Correlation
The correlation between PEY and USCRX is 0.74, 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
PEY vs. USCRX - Performance Comparison
Key characteristics
PEY:
0.31
USCRX:
0.08
PEY:
0.56
USCRX:
0.18
PEY:
1.07
USCRX:
1.03
PEY:
0.31
USCRX:
0.06
PEY:
1.08
USCRX:
0.22
PEY:
5.04%
USCRX:
4.10%
PEY:
17.30%
USCRX:
11.80%
PEY:
-72.82%
USCRX:
-54.76%
PEY:
-13.30%
USCRX:
-10.09%
Returns By Period
In the year-to-date period, PEY achieves a -6.25% return, which is significantly lower than USCRX's -1.38% return. Over the past 10 years, PEY has outperformed USCRX with an annualized return of 8.12%, while USCRX has yielded a comparatively lower 1.48% annualized return.
PEY
-6.25%
-7.60%
-7.97%
2.83%
12.80%
8.12%
USCRX
-1.38%
-2.84%
-7.66%
0.58%
4.14%
1.48%
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PEY vs. USCRX - Expense Ratio Comparison
PEY has a 0.53% expense ratio, which is lower than USCRX's 0.88% expense ratio.
Risk-Adjusted Performance
PEY vs. USCRX — Risk-Adjusted Performance Rank
PEY
USCRX
PEY vs. USCRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco High Yield Equity Dividend Achievers™ ETF (PEY) and USAA Cornerstone Moderately Aggressive Fund (USCRX). 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
PEY vs. USCRX - Dividend Comparison
PEY's dividend yield for the trailing twelve months is around 4.74%, more than USCRX's 2.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEY Invesco High Yield Equity Dividend Achievers™ ETF | 4.74% | 4.44% | 4.58% | 4.22% | 3.83% | 4.30% | 3.78% | 4.33% | 3.21% | 3.12% | 3.44% | 3.24% |
USCRX USAA Cornerstone Moderately Aggressive Fund | 2.74% | 2.70% | 2.10% | 0.98% | 1.24% | 1.35% | 1.52% | 1.72% | 1.68% | 2.07% | 2.38% | 2.50% |
Drawdowns
PEY vs. USCRX - Drawdown Comparison
The maximum PEY drawdown since its inception was -72.82%, which is greater than USCRX's maximum drawdown of -54.76%. Use the drawdown chart below to compare losses from any high point for PEY and USCRX. For additional features, visit the drawdowns tool.
Volatility
PEY vs. USCRX - Volatility Comparison
Invesco High Yield Equity Dividend Achievers™ ETF (PEY) has a higher volatility of 11.18% compared to USAA Cornerstone Moderately Aggressive Fund (USCRX) at 7.31%. This indicates that PEY's price experiences larger fluctuations and is considered to be riskier than USCRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.