SMEAX vs. VEUA.L
Compare and contrast key facts about Invesco Small Cap Equity Fund Class A (SMEAX) and Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating (VEUA.L).
SMEAX is managed by Invesco. It was launched on Aug 31, 2000. VEUA.L is a passively managed fund by Vanguard that tracks the performance of the MSCI Europe NR EUR. It was launched on Jul 23, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMEAX or VEUA.L.
Correlation
The correlation between SMEAX and VEUA.L is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SMEAX vs. VEUA.L - Performance Comparison
Key characteristics
SMEAX:
0.49
VEUA.L:
1.11
SMEAX:
0.80
VEUA.L:
1.59
SMEAX:
1.10
VEUA.L:
1.19
SMEAX:
0.35
VEUA.L:
1.74
SMEAX:
1.70
VEUA.L:
3.93
SMEAX:
5.86%
VEUA.L:
2.89%
SMEAX:
20.32%
VEUA.L:
10.25%
SMEAX:
-61.53%
VEUA.L:
-28.45%
SMEAX:
-19.92%
VEUA.L:
-1.16%
Returns By Period
In the year-to-date period, SMEAX achieves a 3.22% return, which is significantly lower than VEUA.L's 8.83% return.
SMEAX
3.22%
-4.13%
1.89%
10.64%
3.57%
-0.32%
VEUA.L
8.83%
2.80%
5.33%
12.35%
8.05%
N/A
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SMEAX vs. VEUA.L - Expense Ratio Comparison
SMEAX has a 1.22% expense ratio, which is higher than VEUA.L's 0.10% expense ratio.
Risk-Adjusted Performance
SMEAX vs. VEUA.L — Risk-Adjusted Performance Rank
SMEAX
VEUA.L
SMEAX vs. VEUA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Small Cap Equity Fund Class A (SMEAX) and Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating (VEUA.L). 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
SMEAX vs. VEUA.L - Dividend Comparison
Neither SMEAX nor VEUA.L has paid dividends to shareholders.
Drawdowns
SMEAX vs. VEUA.L - Drawdown Comparison
The maximum SMEAX drawdown since its inception was -61.53%, which is greater than VEUA.L's maximum drawdown of -28.45%. Use the drawdown chart below to compare losses from any high point for SMEAX and VEUA.L. For additional features, visit the drawdowns tool.
Volatility
SMEAX vs. VEUA.L - Volatility Comparison
Invesco Small Cap Equity Fund Class A (SMEAX) has a higher volatility of 4.87% compared to Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating (VEUA.L) at 3.51%. This indicates that SMEAX's price experiences larger fluctuations and is considered to be riskier than VEUA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.