SCAUX vs. EQTIX

In the year-to-date period, SCAUX achieves a 1.83% return, which is significantly higher than EQTIX's 0.50% return. Over the past 10 years, SCAUX has underperformed EQTIX with an annualized return of 4.28%, while EQTIX has yielded a comparatively higher 8.54% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

SCAUX has a 1.05% expense ratio, which is higher than EQTIX's 0.72% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Income Advantage U.S. Fund (SCAUX) and Shelton Equity Income Fund (EQTIX). 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.

The current SCAUX Sharpe Ratio is 0.70, which is comparable to the EQTIX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of SCAUX and EQTIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SCAUX's dividend yield for the trailing twelve months is around 6.36%, less than EQTIX's 9.61% yield.

The maximum SCAUX drawdown since its inception was -63.35%, which is greater than EQTIX's maximum drawdown of -53.76%. Use the drawdown chart below to compare losses from any high point for SCAUX and EQTIX.

The current volatility for Invesco Income Advantage U.S. Fund (SCAUX) is 3.18%, while Shelton Equity Income Fund (EQTIX) has a volatility of 3.54%. This indicates that SCAUX experiences smaller price fluctuations and is considered to be less risky than EQTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.