SCAUX vs. EQTIX
Compare and contrast key facts about Invesco Income Advantage U.S. Fund (SCAUX) and Shelton Equity Income Fund (EQTIX).
SCAUX is managed by Invesco. It was launched on Mar 30, 2006. EQTIX is managed by Shelton Capital Management. It was launched on Sep 3, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCAUX or EQTIX.
Correlation
The correlation between SCAUX and EQTIX is 0.92, 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
SCAUX vs. EQTIX - Performance Comparison
Key characteristics
SCAUX:
2.00
EQTIX:
1.83
SCAUX:
2.70
EQTIX:
2.51
SCAUX:
1.40
EQTIX:
1.34
SCAUX:
2.91
EQTIX:
3.01
SCAUX:
12.54
EQTIX:
10.57
SCAUX:
1.48%
EQTIX:
1.67%
SCAUX:
9.28%
EQTIX:
9.66%
SCAUX:
-63.35%
EQTIX:
-54.79%
SCAUX:
0.00%
EQTIX:
-0.73%
Returns By Period
In the year-to-date period, SCAUX achieves a 3.40% return, which is significantly higher than EQTIX's 3.21% return. Over the past 10 years, SCAUX has outperformed EQTIX with an annualized return of 4.26%, while EQTIX has yielded a comparatively lower 2.08% annualized return.
SCAUX
3.40%
3.40%
9.77%
19.43%
6.11%
4.26%
EQTIX
3.21%
3.21%
9.82%
18.94%
7.53%
2.08%
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SCAUX vs. EQTIX - Expense Ratio Comparison
SCAUX has a 1.05% expense ratio, which is higher than EQTIX's 0.72% expense ratio.
Risk-Adjusted Performance
SCAUX vs. EQTIX — Risk-Adjusted Performance Rank
SCAUX
EQTIX
SCAUX vs. EQTIX - Risk-Adjusted Performance Comparison
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.
Dividends
SCAUX vs. EQTIX - Dividend Comparison
SCAUX's dividend yield for the trailing twelve months is around 6.18%, less than EQTIX's 9.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCAUX Invesco Income Advantage U.S. Fund | 6.18% | 6.35% | 6.61% | 6.67% | 2.27% | 1.57% | 1.40% | 1.17% | 2.24% | 2.67% | 3.33% | 2.85% |
EQTIX Shelton Equity Income Fund | 9.22% | 9.51% | 8.56% | 8.38% | 9.67% | 9.54% | 4.71% | 3.35% | 3.06% | 1.81% | 1.92% | 1.55% |
Drawdowns
SCAUX vs. EQTIX - Drawdown Comparison
The maximum SCAUX drawdown since its inception was -63.35%, which is greater than EQTIX's maximum drawdown of -54.79%. Use the drawdown chart below to compare losses from any high point for SCAUX and EQTIX. For additional features, visit the drawdowns tool.
Volatility
SCAUX vs. EQTIX - Volatility Comparison
Invesco Income Advantage U.S. Fund (SCAUX) and Shelton Equity Income Fund (EQTIX) have volatilities of 2.83% and 2.93%, 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.